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iShares Core High Dividend ETF

745 hedge funds and large institutions have $7.04B invested in iShares Core High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 274 increasing their positions, 235 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
12.02%
Holding in Top 10
53
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+35.9%
% of All Funds
0.86%
New
125
Increased
274
Reduced
235
Closed
71
Calls
$15.3M
Puts
$1.19M
Net Calls
+$14.1M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TFP
651
Tilia Fiduciary Partners
North Carolina
$75.3K
HWA
652
HHM Wealth Advisors
Tennessee
$75.1K +$75.1K +720 New
NSIM
653
North Star Investment Management
Illinois
$73K
FPFS
654
First Personal Financial Services
North Carolina
$72.2K
CQS
655
Credential Qtrade Securities
$70.4K +$26K +250 +59%
ACA
656
Aptus Capital Advisors
Alabama
$69.1K
TFS
657
TrustCore Financial Services
Tennessee
$68.7K +$55.4K +531 +415%
CT
658
Colonial Trust
South Carolina
$65.4K +$65.4K +627 New
CIR
659
Clear Investment Research
Georgia
$65K +$3.75K +36 +6%
S
660
SignatureFD
Georgia
$61.9K +$2.61K +25 +4%
BC
661
Burleson & Co
California
$61.1K +$1.46K +14 +2%
TWD
662
True Wealth Design
Ohio
$59.6K +$59.6K +572 New
EWM
663
Evermay Wealth Management
Virginia
$57.9K
MRCM
664
M&R Capital Management
New Jersey
$57.4K +$626 +6 +1%
GWS
665
Glassman Wealth Services
Virginia
$57.3K +$1.36K +13 +2%
DAC
666
Dividend Assets Capital
South Carolina
$57K
CT
667
Cambridge Trust
Massachusetts
$57K
BWM
668
Baystate Wealth Management
Massachusetts
$54K -$87.3K -844 -62%
HWA
669
Heritage Wealth Advisors
Virginia
$52.6K
FCG
670
Financial Connections Group
California
$52K
CWA
671
Core Wealth Advisors
Florida
$51.4K
SBL
672
Sargent Bickham Lagudis
Colorado
$50.8K
MPCG
673
Matrix Private Capital Group
New York
$47.1K +$40.7K +390 +629%
HNB
674
Huntington National Bank
Ohio
$47K -$86K
GEA
675
Glen Eagle Advisors
New Jersey
$46.9K +$32.8K +315 +233%