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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 %
CIR
651
Clear Investment Research
Georgia
$63.1K -$5.76K -49 -8%
T
652
Tidemark
California
$62.8K
BF
653
BOK Financial
Oklahoma
$59K
FCG
654
Financial Connections Group
California
$59K
MA
655
Montag & Associates
Georgia
$59K
QCG
656
Quadrant Capital Group
Ohio
$58.8K +$58.8K +500 New
SC
657
Stephens Consulting
Michigan
$55.8K
CAS
658
Coppell Advisory Solutions
Texas
$55.6K
TF
659
Tompkins Financial
New York
$52.9K +$52.9K +450 New
CWM
660
Compass Wealth Management
Connecticut
$52.2K
FCT
661
First Community Trust
Iowa
$51.2K
GCM
662
Gables Capital Management
Florida
$48.8K
NFA
663
Northwest Financial Advisors
Virginia
$48.5K +$48.5K +412 New
CPG
664
Cornerstone Planning Group
New Jersey
$47.4K +$234 +2 +0.5%
MWM
665
MGB Wealth Management
Texas
$47K
SR
666
Syntax Research
Florida
$45.6K +$118 +1 +0.3%
CSC
667
Caldwell Sutter Capital
California
$41.9K
CJ
668
Caitlin John
Michigan
$40.8K
HGERS
669
Householder Group Estate & Retirement Specialist
Arizona
$40K -$23K -198 -37%
TSMHT
670
Thurston Springer Miller Herd & Titak
Indiana
$39.8K -$4.35K -37 -10%
Russell Investments Group
671
Russell Investments Group
United Kingdom
$38.5K -$3.29K -28 -8%
BCV
672
Banque Cantonale Vaudoise
Switzerland
$38K -$101K -850 -73%
AWM
673
AllSquare Wealth Management
New York
$38K
MRCM
674
M&R Capital Management
New Jersey
$37.9K
FMP
675
Financial Management Professionals
Texas
$36K