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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 %
CPG
651
Cornerstone Planning Group
New Jersey
$52.5K -$13.6K -133 -21%
FCG
652
Financial Connections Group
California
$51K
BF
653
BOK Financial
Oklahoma
$51K
CWA
654
Core Wealth Advisors
Florida
$50.3K
AT
655
Arlington Trust
Alabama
$47.4K -$101K -991 -68%
HNB
656
Huntington National Bank
Ohio
$45.7K -$140K
CWM
657
Compass Wealth Management
Connecticut
$45.3K
BC
658
Bartlett & Co
Ohio
$45K +$27.2K +265 +152%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$44.8K +$27.1K +265 +152%
WIM
660
Westside Investment Management
California
$44.8K
FCT
661
First Community Trust
Iowa
$44.4K
NFA
662
Northwest Financial Advisors
Virginia
$42K +$42K +412 New
MWM
663
MGB Wealth Management
Texas
$40.8K +$40.8K +400 New
HBW
664
Hazlett, Burt & Watson
West Virginia
$39K +$39K +388 New
CSC
665
Caldwell Sutter Capital
California
$36.3K
CJ
666
Caitlin John
Michigan
$35.2K +$35.2K +345 New
TAM
667
Tucker Asset Management
Colorado
$33.4K
CHC
668
City Holding Co
West Virginia
$33.1K
AWM
669
AllSquare Wealth Management
New York
$32.9K
MRCM
670
M&R Capital Management
New Jersey
$32.8K
AF
671
Advisornet Financial
Minnesota
$32.6K
DZ Bank
672
DZ Bank
Germany
$32.5K
AT
673
Avalon Trust
New Mexico
$30.6K
EWA
674
Elevate Wealth Advisory
Georgia
$30.2K +$30.2K +296 New
CSWM
675
Cassady Schiller Wealth Management
Ohio
$29.1K