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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 %
HGERS
626
Householder Group Estate & Retirement Specialist
Arizona
$78K -$16.9K -167 -18%
EWA
627
EverSource Wealth Advisors
Alabama
$76.7K -$108K -1,057 -58%
HWA
628
HHM Wealth Advisors
Tennessee
$73.4K
RIL
629
Rothschild Investment LLC
Illinois
$72.4K +$72.4K +710 New
SC
630
Stephens Consulting
Michigan
$72.2K +$72.2K +708 New
NSIM
631
North Star Investment Management
Illinois
$71.4K
FPFS
632
First Personal Financial Services
North Carolina
$70.7K
CIR
633
Clear Investment Research
Georgia
$70K +$2.25K +22 +3%
MWM
634
Mascoma Wealth Management
New Hampshire
$68.1K
HCM
635
Hollencrest Capital Management
California
$66.3K -$6.73K -66 -9%
T
636
Tidemark
California
$65.1K +$65.1K +638 New
FFA
637
Founders Financial Alliance
North Carolina
$64.8K +$612 +6 +1%
HGA
638
Hobbs Group Advisors
South Carolina
$61.2K +$61.2K +600 New
PB
639
Pinnacle Bancorp
Nebraska
$60.5K
KFI
640
Key Financial Inc
Pennsylvania
$58.4K
TWD
641
True Wealth Design
Ohio
$58.3K
GWS
642
Glassman Wealth Services
Virginia
$58.3K +$1.22K +12 +2%
Fifth Third Bancorp
643
Fifth Third Bancorp
Ohio
$57.2K -$30K -294 -34%
PA
644
PSI Advisors
Florida
$57.1K
FWM
645
FSA Wealth Management
Massachusetts
$57K +$57K +554 New
CPA
646
Clear Point Advisors
New York
$56K +$56K +549 New
DAC
647
Dividend Assets Capital
South Carolina
$56K
CT
648
Cambridge Trust
Massachusetts
$55.6K
CFD
649
Creative Financial Designs
Indiana
$55.3K -$9.09K -89 -14%
JPWM
650
Jamison Private Wealth Management
Georgia
$53.1K +$1.12K +11 +2%