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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.

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 %
OPS
51
Orion Portfolio Solutions
Nebraska
$13.2M -$520K -4,999 -4%
BCI
52
Brinker Capital Investments
Pennsylvania
$13.2M -$520K -4,999 -4%
HWM
53
HB Wealth Management
Georgia
$13M -$256K -2,513 -2%
KAS
54
Kestra Advisory Services
Texas
$12.3M -$303K -2,974 -2%
PAG
55
Private Advisor Group
New Jersey
$12M +$55.4K +543 +0.5%
IA
56
IFP Advisors
Florida
$11.9M -$778K -7,633 -6%
Goldman Sachs
57
Goldman Sachs
New York
$11.8M -$1.89M -18,520 -14%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$11.2M -$419K -4,108 -4%
Kayne Anderson Rudnick Investment Management
59
Kayne Anderson Rudnick Investment Management
California
$11.1M -$196K -1,924 -2%
KFA
60
Kapstone Financial Advisors
Ohio
$10.8M -$60.2K -579 -0.6%
AAS
61
Avantax Advisory Services
Texas
$10.8M -$1.71M -16,777 -14%
GL
62
Graypoint LLC
New York
$10.6M -$126K -1,240 -1%
AWM
63
AE Wealth Management
Kansas
$10.5M +$1.41M +13,565 +15%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$10.5M +$2.59M +25,439 +33%
GSIS
65
Global Strategic Investment Solutions
Arizona
$10.4M -$901K -8,830 -8%
KOMWMG
66
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.79M +$363K +3,560 +4%
NAM
67
NTV Asset Management
West Virginia
$9.34M +$812K +7,962 +10%
LF
68
Lantz Financial
Illinois
$9.24M -$391K -3,834 -4%
BFA
69
Beaumont Financial Advisors
Massachusetts
$8.58M -$243K -2,386 -3%
SGCA
70
Steel Grove Capital Advisors
Tennessee
$8.5M +$6.33M +62,106 +293%
WANY
71
Wealthspire Advisors (New York)
New York
$8.46M -$390K -3,826 -4%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$8.16M +$616K +6,035 +8%
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
$7.82M -$15.9M -155,528 -67%
RFC
74
Regions Financial Corp
Alabama
$7.81M +$31.1K +305 +0.4%
ST
75
Smithfield Trust
Pennsylvania
$7.73M +$94.8K +929 +1%