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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 %
AWM
651
AllSquare Wealth Management
New York
$31.7K
FAM
652
Family Asset Management
South Carolina
$30.7K
AT
653
Avalon Trust
New Mexico
$30.2K
SF
654
Safeguard Financial
Wisconsin
$30K +$30K +304 New
TSWM
655
Tyler-Stone Wealth Management
Ohio
$29K +$29K +290 New
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
$28.9K +$28.9K +270 New
CSWM
657
Cassady Schiller Wealth Management
Ohio
$28.7K
CTC
658
Central Trust Company
Missouri
$26.7K
Russell Investments Group
659
Russell Investments Group
United Kingdom
$26K +$26K +258 New
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.6K
TF
661
TimeScale Financial
Massachusetts
$19.4K
NCM
662
Northwest Capital Management
Oregon
$19.2K +$19.2K +190 New
GTAM
663
Global Trust Asset Management
Florida
$16K
CP
664
Castleview Partners
Texas
$16K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$15.1K
VWM
666
Valley Wealth Managers
New Jersey
$14.7K +$14.7K +146 New
LC
667
Lindbrook Capital
California
$14K
BSB
668
Bangor Savings Bank
Maine
$13.9K
APC
669
Aspire Private Capital
North Carolina
$13.9K
EAM
670
Eukles Asset Management
Ohio
$11.4K
GFPC
671
Global Financial Private Client
Florida
$9.6K -$32.4K -320 -77%
POIA
672
Pin Oak Investment Advisors
Texas
$9K
Fifth Third Bancorp
673
Fifth Third Bancorp
Ohio
$8.77K -$390K -3,866 -98%
BLC
674
Brown, Lisle/Cummings
Rhode Island
$8.37K
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.06K -$20.2K -200 -71%