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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 %
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$8.06K -$5.24K -52 -39%
RMC
677
Resources Management Corp
Connecticut
$8K -$511K -5,111 -98%
CIA
678
Cape Investment Advisory
Georgia
$6.75K
CCP
679
Carmel Capital Partners
California
$6.05K -$15.3K -152 -72%
CAL
680
Capital Analysts LLC
Pennsylvania
$6K
RBC
681
Roble Belko & Company
Pennsylvania
$6K
BAAM
682
Baker Avenue Asset Management
California
$5.66K +$101 +1 +2%
RA
683
Rise Advisors
New York
$5.08K -$12.7K -125 -71%
WWP
684
WR Wealth Planners
Missouri
$5.04K -$202 -2 -4%
PP
685
PrairieView Partners
Minnesota
$5K
AWM
686
Avior Wealth Management
Nebraska
$4.94K
AWM
687
Aspire Wealth Management
Massachusetts
$4.03K
MPCG
688
Matrix Private Capital Group
New York
$3.69K -$16K -160 -81%
NF
689
Norwood Financial
Pennsylvania
$3.63K
SIS
690
Sound Income Strategies
Florida
$3.48K
VWM
691
Venturi Wealth Management
Texas
$3.45K
SVCP
692
Silicon Valley Capital Partners
California
$3.21K
Daiwa Securities Group
693
Daiwa Securities Group
Japan
$3K
IF
694
Integrity Financial
Wyoming
$2.92K
CSWG
695
Cardinal Strategic Wealth Guidance
Kentucky
$2.82K -$2.82K -28 -50%
CCM
696
Chilton Capital Management
Texas
$2.42K
TFA
697
Toth Financial Advisory
Virginia
$2.03K
NMG
698
New Millennium Group
Utah
$1.79K
BWM
699
Baystate Wealth Management
Massachusetts
$1.75K -$5.54K -54 -76%
NIC
700
Northwest Investment Counselors
Oregon
$1.42K