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iShares Core High Dividend ETF

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$13.3M +$829K +8,382 +7%
OPS
52
Orion Portfolio Solutions
Nebraska
$13.1M -$5.19M -52,523 -28%
BCI
53
Brinker Capital Investments
Pennsylvania
$13.1M -$5.19M -52,523 -28%
HWM
54
HB Wealth Management
Georgia
$12.9M -$594K -6,005 -4%
SM
55
Sweeney & Michel
California
$12.8M -$348K -3,614 -3%
BWA
56
Beam Wealth Advisors
Louisiana
$12.5M +$3.63M +36,682 +41%
IA
57
IFP Advisors
Florida
$12.3M +$86.7K +877 +0.7%
KAS
58
Kestra Advisory Services
Texas
$12.3M -$1.98M -20,007 -14%
AAS
59
Avantax Advisory Services
Texas
$12.1M -$11.5M -115,796 -49%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$11.8M -$8.78M -88,741 -43%
PAG
61
Private Advisor Group
New Jersey
$11.6M -$465K -4,698 -4%
HighTower Advisors
62
HighTower Advisors
Illinois
$11.5M -$224K -2,264 -2%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$11.2M -$725K -7,334 -6%
GSIS
64
Global Strategic Investment Solutions
Arizona
$11M -$96.9K -980 -0.9%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$10.9M +$213K +2,154 +2%
GL
66
Graypoint LLC
New York
$10.4M -$245K -2,476 -2%
KFA
67
Kapstone Financial Advisors
Ohio
$10.3M +$58.1K +588 +0.6%
KPWG
68
KFA Private Wealth Group
Virginia
$9.69M -$369K -3,732 -4%
BWP
69
Bernardo Wealth Planning
Pennsylvania
$9.67M +$312K +3,157 +3%
LF
70
Lantz Financial
Illinois
$9.34M +$1.77M +17,870 +23%
Federated Hermes
71
Federated Hermes
Pennsylvania
$9.28M -$14.6M -147,481 -61%
KOMWMG
72
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.14M +$234K +2,368 +3%
SFG
73
Sowa Financial Group
Rhode Island
$8.89M +$4.1M +41,462 +86%
SRWM
74
Shira Ridge Wealth Management
California
$8.71M -$579K -5,850 -6%
CAAM
75
Cornerstone Advisors Asset Management
Pennsylvania
$8.7M +$80.2K +811 +0.9%