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iShares Core High Dividend ETF

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.13%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
626
Evermay Wealth Management
Virginia
$55.9K
DAC
627
Dividend Assets Capital
South Carolina
$55K
CT
628
Cambridge Trust
Massachusetts
$54.9K
NFSG
629
Newbridge Financial Services Group
Florida
$52K +$6.35K +63 +14%
FCG
630
Financial Connections Group
California
$51K
HWA
631
Heritage Wealth Advisors
Virginia
$50.9K
BF
632
BOK Financial
Oklahoma
$50.4K -$76.7K -761 -60%
CWA
633
Core Wealth Advisors
Florida
$49.7K
GEA
634
Glen Eagle Advisors
New Jersey
$48.6K +$3.32K +33 +7%
CWM
635
Compass Wealth Management
Connecticut
$44.8K
WIM
636
Westside Investment Management
California
$44.2K +$3.93K +39 +10%
FCT
637
First Community Trust
Iowa
$43.8K
IPW
638
Impact Partnership Wealth
Georgia
$42K +$42K +417 New
BAM
639
Bellevue Asset Management
Washington
$37.8K
CWC
640
Carolinas Wealth Consulting
North Carolina
$35.9K +$302 +3 +0.8%
CSC
641
Caldwell Sutter Capital
California
$35.9K +$35.9K +356 New
MRCM
642
M&R Capital Management
New Jersey
$35.3K -$20.4K -202 -37%
HS
643
Horan Securities
United States
$35.3K +$35.3K +350 New
CFD
644
Creative Financial Designs
Indiana
$33.6K +$9.58K +95 +40%
IAS
645
IMA Advisory Services
Colorado
$33.3K
BC
646
Bartlett & Co
Ohio
$33K
TAM
647
Tucker Asset Management
Colorado
$33K
AF
648
Advisornet Financial
Minnesota
$32.9K +$20.1K +200 +157%
BCWM
649
Bartlett & Co Wealth Management
Ohio
$32.8K
DZ Bank
650
DZ Bank
Germany
$32.4K