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iShares Core High Dividend ETF

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
651
Tower Research Capital (TRC)
New York
$19.8K -$2.91M -29,465 -99%
BCWM
652
Bartlett & Co Wealth Management
Ohio
$17.4K -$15.1K -151 -46%
BC
653
Bartlett & Co
Ohio
$17K -$14.8K -151 -46%
ACA
654
Aptus Capital Advisors
Alabama
$16.5K +$16.5K +167 New
GTAM
655
Global Trust Asset Management
Florida
$15.7K
CP
656
Castleview Partners
Texas
$15.7K
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$14.8K
VWM
658
Valley Wealth Managers
New Jersey
$14.4K
LC
659
Lindbrook Capital
California
$13.7K
BSB
660
Bangor Savings Bank
Maine
$13.6K
IPW
661
Impact Partnership Wealth
Georgia
$12K -$29.3K -296 -71%
DF
662
DecisionPoint Financial
Arizona
$12K +$12K +121 New
EAM
663
Eukles Asset Management
Ohio
$11.2K
CAS
664
Coppell Advisory Solutions
Texas
$10.8K +$10.8K +104 New
IHWM
665
Iron Horse Wealth Management
Iowa
$10.3K +$9.26K +94 +940%
POIA
666
Pin Oak Investment Advisors
Texas
$9K
BLC
667
Brown, Lisle/Cummings
Rhode Island
$8.21K
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.06K
RMC
669
Resources Management Corp
Connecticut
$8K
APC
670
Aspire Private Capital
North Carolina
$7.12K -$6.53K -66 -48%
CAL
671
Capital Analysts LLC
Pennsylvania
$7K +$1.5K +15 +27%
CIA
672
Cape Investment Advisory
Georgia
$6.63K
RBC
673
Roble Belko & Company
Pennsylvania
$6K
CCP
674
Carmel Capital Partners
California
$5.93K
BAAM
675
Baker Avenue Asset Management
California
$5.5K