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iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$14.7M -$2.42M -21,584 -14%
AAS
52
Avantax Advisory Services
Texas
$13.6M +$607K +5,411 +5%
AI
53
Atria Investments
North Carolina
$12.5M +$4.04M +36,006 +48%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$12.5M -$6.06M -53,986 -33%
ASN
55
Advisory Services Network
Georgia
$12.3M +$993K +8,844 +9%
KFA
56
Kapstone Financial Advisors
Ohio
$11.8M -$189K -1,655 -2%
CRFG
57
Columbia River Financial Group
Washington
$11.8M +$11.8M +105,255 New
PAG
58
Private Advisor Group
New Jersey
$11.5M -$1.4M -12,478 -11%
LF
59
Lantz Financial
Illinois
$11.1M +$104K +929 +0.9%
OPS
60
Orion Portfolio Solutions
Nebraska
$10.8M -$43.1M -383,498 -80%
BCI
61
Brinker Capital Investments
Pennsylvania
$10.8M -$43.1M -383,498 -80%
GSIS
62
Global Strategic Investment Solutions
Arizona
$10.8M -$843K -7,513 -7%
Goldman Sachs
63
Goldman Sachs
New York
$10.7M -$66.9K -596 -0.6%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$10.6M +$441K +3,931 +4%
GL
65
Graypoint LLC
New York
$10.4M -$115K -1,020 -1%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$10.4M +$87.2K +777 +0.8%
NAM
67
NTV Asset Management
West Virginia
$9.96M -$145K -1,289 -1%
WANY
68
Wealthspire Advisors (New York)
New York
$9.52M +$366K +3,259 +4%
FWP
69
FAS Wealth Partners
Kansas
$9.5M +$295K +2,628 +3%
BFA
70
Beaumont Financial Advisors
Massachusetts
$9.05M +$4.83K +43 +0.1%
GT
71
Glenmede Trust
Pennsylvania
$8.94M +$740K +6,589 +9%
AWS
72
Atria Wealth Solutions
New York
$8.82M -$20.9M -186,104 -70%
Franklin Resources
73
Franklin Resources
California
$8.58M +$1.73M +15,367 +25%
GFA
74
Gallagher Fiduciary Advisors
Illinois
$8.52M +$1.07M +9,511 +14%
GB
75
Gunma Bank
Japan
$8.42M -$449K -4,000 -5%