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iShares Core High Dividend ETF

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
626
Planning Capital Management Corporation
Pennsylvania
$98.9K
Fifth Third Bancorp
627
Fifth Third Bancorp
Ohio
$97K +$97K +825 New
HWA
628
HHM Wealth Advisors
Tennessee
$96.4K
FFA
629
Founders Financial Alliance
North Carolina
$90.8K +$353 +3 +0.4%
HGA
630
Hobbs Group Advisors
South Carolina
$90.1K +$19.5K +166 +28%
SIC
631
Salem Investment Counselors
North Carolina
$90K
SSB
632
Sandy Spring Bank
Maryland
$88.2K
EWA
633
EverSource Wealth Advisors
Alabama
$86.7K -$118 -1 -0.1%
LI
634
LRI Investments
Florida
$85K
RIL
635
Rothschild Investment LLC
Illinois
$83.5K
NSIM
636
North Star Investment Management
Illinois
$82.3K
FPFS
637
First Personal Financial Services
North Carolina
$81.5K
TCOV
638
Trust Company of Vermont
Vermont
$79.4K +$79.4K +675 New
HCM
639
Hollencrest Capital Management
California
$76.5K
CTA
640
Colonial Trust Advisors
South Carolina
$75.1K -$38.1K -324 -34%
GWS
641
Glassman Wealth Services
Virginia
$69K +$706 +6 +1%
KFI
642
Key Financial Inc
Pennsylvania
$67.4K
TWD
643
True Wealth Design
Ohio
$67.3K
CPA
644
Clear Point Advisors
New York
$66.3K +$706 +6 +1%
FWM
645
FSA Wealth Management
Massachusetts
$66.2K +$66.2K +563 New
PA
646
PSI Advisors
Florida
$65.9K
CFD
647
Creative Financial Designs
Indiana
$64.7K -$10.3K -88 -14%
EB
648
Eastern Bank
Massachusetts
$64.1K +$64.1K +545 New
LIS
649
Legacy Investment Solutions
Idaho
$64.1K +$64.1K +542 New
LWMI
650
Legacy Wealth Management (Idaho)
Idaho
$64.1K +$64.1K +542 New