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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 %
CWM
676
Compass Wealth Management
Connecticut
$46.3K +$46.3K +444 New
SIC
677
Salem Investment Counselors
North Carolina
$45.4K -$313 -3 -0.7%
FCT
678
First Community Trust
Iowa
$45K
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.8K -$19.7K -189 -31%
GFPC
680
Global Financial Private Client
Florida
$43.3K -$176K -1,691 -80%
FCA
681
Fortis Capital Advisors
Kansas
$41.7K +$41.7K +400 New
GA
682
GoalVest Advisory
New York
$40.7K +$40.7K +390 New
BAM
683
Bellevue Asset Management
Washington
$38.8K
CWC
684
Carolinas Wealth Consulting
North Carolina
$36.5K +$417 +4 +1%
TFA
685
Transamerica Financial Advisors
Florida
$35K
IAS
686
IMA Advisory Services
Colorado
$34.4K
TAM
687
Tucker Asset Management
Colorado
$34.3K -$938 -9 -3%
BC
688
Bartlett & Co
Ohio
$34K
BCWM
689
Bartlett & Co Wealth Management
Ohio
$33.9K
DZ Bank
690
DZ Bank
Germany
$33.2K
AWM
691
AllSquare Wealth Management
New York
$32.1K
FAM
692
Family Asset Management
South Carolina
$31.8K +$31.8K +305 New
TSWM
693
Tyler-Stone Wealth Management
Ohio
$30K
CSWM
694
Cassady Schiller Wealth Management
Ohio
$29.7K +$29.7K +285 New
BCMLT
695
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.2K +$2.5K +24 +9%
NFSG
696
Newbridge Financial Services Group
Florida
$27.3K +$26.3K +252 +2,520%
LWANC
697
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.4K
BAAM
698
Baker Avenue Asset Management
California
$23.6K +$23.6K +227 New
AF
699
Advisornet Financial
Minnesota
$22.8K -$984K -9,457 -98%
GMA
700
Glassy Mountain Advisors
Maryland
$21K +$21K +201 New