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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 %
CTC
676
Central Trust Company
Missouri
$27K
WIA
677
Wetzel Investment Advisors
Indiana
$26K +$26K +255 New
BAM
678
Bellevue Asset Management
Washington
$25.5K -$12.7K -125 -33%
FMP
679
Financial Management Professionals
Texas
$25K +$25K +250 New
NFSG
680
Newbridge Financial Services Group
Florida
$24.4K -$9.61K -94 -28%
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.9K
SAM
682
Smartleaf Asset Management
Massachusetts
$23.5K +$23.5K +230 New
Russell Investments Group
683
Russell Investments Group
United Kingdom
$23.2K -$3.16K -31 -12%
PWMG
684
Provence Wealth Management Group
California
$22K
GA
685
GoalVest Advisory
New York
$20.4K +$20.4K +200 New
GTAM
686
Global Trust Asset Management
Florida
$16.2K
BTI
687
Blue Trust Inc
Georgia
$16K -$37.7K -382 -70%
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$15.3K
LC
689
Lindbrook Capital
California
$14.2K
BSB
690
Bangor Savings Bank
Maine
$14.1K
CAM
691
Clarity Asset Management
Iowa
$13K +$13K +127 New
GWSG
692
GPS Wealth Strategies Group
Colorado
$12.9K -$348K -3,407 -96%
EAM
693
Eukles Asset Management
Ohio
$11.5K
IHWM
694
Iron Horse Wealth Management
Iowa
$10.6K
POIA
695
Pin Oak Investment Advisors
Texas
$9K
OAJ
696
Ogorek Anthony Joseph
New York
$9K +$9K +89 New
FRA
697
Front Row Advisors
California
$8.47K -$152K -1,495 -95%
BLC
698
Brown, Lisle/Cummings
Rhode Island
$8.47K
BCMLT
699
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.91K
APC
700
Aspire Private Capital
North Carolina
$7.34K