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iShares Core High Dividend ETF

717 hedge funds and large institutions have $4.72B invested in iShares Core High Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+23
Holders Change %
+3.31%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-26.47%
% of All Funds
0.37%
New
85
Increased
215
Reduced
291
Closed
53
Calls
$54.2M
Puts
$1.8M
Net Calls
+$52.4M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
576
Smith Salley Wealth Management
North Carolina
$222K -$14.6K -143 -6%
Bank of Nova Scotia
577
Bank of Nova Scotia
Ontario, Canada
$220K +$220K +2,156 New
ITIM
578
Indiana Trust & Investment Management
Indiana
$219K -$11.6K -114 -5%
IC
579
Inscription Capital
Texas
$217K +$217K +2,128 New
CAM
580
Carret Asset Management
New York
$215K
BNP Paribas Financial Markets
581
BNP Paribas Financial Markets
France
$214K +$214K +2,100 New
EWM
582
EPG Wealth Management
Georgia
$212K -$15K -146 -7%
UB
583
UMB Bank
Missouri
$212K
WI
584
Wintrust Investments
Illinois
$212K +$212K +2,078 New
MGIA
585
Moneta Group Investment Advisors
Missouri
$207K -$31.8K -312 -13%
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$207K
SWA
587
Strategies Wealth Advisors
Michigan
$205K -$1.94K -19 -0.9%
CCA
588
Childress Capital Advisors
Texas
$204K -$31.2K -306 -13%
SWM
589
SeaCrest Wealth Management
New York
$203K +$203K +1,960 New
FFS
590
Founders Financial Securities
Maryland
$203K +$203K +1,993 New
WSTAM
591
Wilbanks Smith & Thomas Asset Management
Virginia
$203K -$72.6K -712 -26%
MC
592
Moors & Cabot
Massachusetts
$202K +$202K +1,980 New
SIG
593
Stonegate Investment Group
Alabama
$202K +$202K +1,980 New
CCA
594
Criterion Capital Advisors
Tennessee
$195K +$195K +1,908 New
CT
595
Clearstead Trust
Maine
$179K +$3.57K +35 +2%
RFA
596
Resurgent Financial Advisors
Georgia
$153K -$306 -3 -0.2%
TWM
597
Tradition Wealth Management
Minnesota
$151K +$813 +8 +0.5%
RFA
598
Register Financial Advisors
Georgia
$142K -$2.55K -25 -2%
TSWM
599
Tyler-Stone Wealth Management
Ohio
$132K +$103K +1,005 +347%
SRCM
600
Signature Resources Capital Management
California
$128K +$128K +1,253 New