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iShares Core High Dividend ETF

709 hedge funds and large institutions have $4.57B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
10.28%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
56
Increased
238
Reduced
278
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
576
Simplicity Wealth
New Jersey
$208K +$208K +1,890 New
BFG
577
Bleakley Financial Group
New Jersey
$208K +$208K +1,890 New
BIAS
578
Beacon Investment Advisory Services
New Jersey
$208K +$208K +1,884 New
BFG
579
Beacon Financial Group
Texas
$207K +$207K +1,880 New
AIA
580
Armor Investment Advisors
North Carolina
$202K +$202K +1,834 New
FMC
581
First Merchants Corp
Indiana
$202K +$202K +1,831 New
SSWM
582
Smith Salley Wealth Management
North Carolina
$201K -$38.6K -350 -16%
WIC
583
Woodmont Investment Counsel
Tennessee
$201K +$201K +1,825 New
KC
584
Kades & Cheifetz
Pennsylvania
$200K +$200K +1,819 New
CT
585
Clearstead Trust
Maine
$195K +$1.54K +14 +0.8%
ITIM
586
Indiana Trust & Investment Management
Indiana
$190K -$46.8K -425 -20%
CT
587
Colonial Trust
South Carolina
$185K -$102K -924 -36%
PAM
588
Palisade Asset Management
Minnesota
$175K +$175K +1,589 New
FRA
589
Front Row Advisors
California
$169K +$160K +1,450 +1,747%
TSWM
590
Tyler-Stone Wealth Management
Ohio
$164K +$21.1K +191 +15%
LI
591
LRI Investments
Florida
$161K +$161K +1,460 New
BFEC
592
Benjamin F. Edwards & Company
Missouri
$158K -$280K -2,543 -64%
ACA
593
Aptus Capital Advisors
Alabama
$147K -$6.33M -57,409 -98%
VNA
594
Valley National Advisers
Pennsylvania
$144K +$21.7K +198 +18%
RFA
595
Register Financial Advisors
Georgia
$140K -$12.6K -114 -8%
PAG
596
Paladin Advisory Group
Iowa
$133K
FHA
597
First Horizon Advisors
Tennessee
$133K +$3.2K +29 +2%
BCV
598
Banque Cantonale Vaudoise
Switzerland
$129K
MCM
599
Manchester Capital Management
Vermont
$129K
SRCM
600
Signature Resources Capital Management
California
$128K