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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.

New
Increased
Maintained
Reduced
Closed
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 %
VWM
726
Venturi Wealth Management
Texas
$10.3K
LDB
727
Lee, Danner & Bass
Tennessee
$9.82K +$9.82K +87 New
BLC
728
Brown, Lisle/Cummings
Rhode Island
$9.32K
OAJ
729
Ogorek Anthony Joseph
New York
$9K
FRA
730
Front Row Advisors
California
$8.98K -$337 -3 -4%
RFG
731
REAP Financial Group
Texas
$8.42K
CIA
732
Cape Investment Advisory
Georgia
$7.52K -$2.69K -24 -26%
PBK
733
Peoples Bank (Kansas)
Kansas
$7.41K
TIM
734
Tortoise Investment Management
New York
$7.41K +$7.41K +66 New
PWA
735
Physician Wealth Advisors
Utah
$7.19K +$7.19K +64 New
RBC
736
Roble Belko & Company
Pennsylvania
$7K
LC
737
Lindbrook Capital
California
$6.62K -$8.98K -80 -58%
CFB
738
Cullen/Frost Bankers
Texas
$6.61K +$1.35K +12 +26%
VCM
739
Versant Capital Management
Arizona
$6.51K
AW
740
Avion Wealth
Texas
$6K
PFA
741
Pathway Financial Advisers
Indiana
$5.95K +$110 +1 +2%
AWM
742
Avior Wealth Management
Nebraska
$5.28K
EDRH
743
Edmond de Rothschild Holding
Switzerland
$4.94K +$4.94K +44 New
TAM
744
Townsend Asset Management
North Carolina
$4.28K
BTI
745
Blue Trust Inc
Georgia
$3.9K +$3.9K +35 New
PSFG
746
Park Square Financial Group
Georgia
$3.82K +$3.82K +34 New
GI
747
GAMMA Investing
California
$3.59K
PGAM
748
Princeton Global Asset Management
New Jersey
$3.59K
SVCP
749
Silicon Valley Capital Partners
California
$3.48K
CAM
750
Costello Asset Management
Pennsylvania
$3.44K +$111 +1 +3%