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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 %
RMC
701
Resources Management Corp
Connecticut
$7K -$1K -10 -13%
CIA
702
Cape Investment Advisory
Georgia
$6.83K
PBK
703
Peoples Bank (Kansas)
Kansas
$6.73K +$6.73K +66 New
RBC
704
Roble Belko & Company
Pennsylvania
$6K
PFA
705
Pathway Financial Advisers
Indiana
$5.21K +$102 +1 +2%
PP
706
PrairieView Partners
Minnesota
$5K
AWM
707
Aspire Wealth Management
Massachusetts
$4.08K
TAM
708
Townsend Asset Management
North Carolina
$3.75K +$101 +1 +3%
NF
709
Norwood Financial
Pennsylvania
$3.67K
VWM
710
Venturi Wealth Management
Texas
$3.49K
SIS
711
Sound Income Strategies
Florida
$3.47K -$102 -1 -3%
SVCP
712
Silicon Valley Capital Partners
California
$3.25K
AW
713
Avion Wealth
Texas
$3K +$3K +29 New
IF
714
Integrity Financial
Wyoming
$2.96K
NMG
715
New Millennium Group
Utah
$1.85K
EBA
716
Eagle Bay Advisors
New York
$1.84K
BWM
717
Baystate Wealth Management
Massachusetts
$1.8K
DSC
718
Duncker Streett & Co
Missouri
$1.43K
NC
719
NewSquare Capital
Pennsylvania
$1.02K
HCA
720
Heck Capital Advisors
Wisconsin
$765 -$4.34M -45,350 -100%
GCS
721
Gordian Capital (Singapore)
Singapore
$510
AWM
722
Avior Wealth Management
Nebraska
$56
CMA
723
Cedar Mountain Advisors
Oregon
$2 -$2
KAM
724
Kensington Asset Management
Texas
-$39.6M -400,298 Closed
PP
725
Prudential plc
United Kingdom
-$28.2M -284,795 Closed