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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 %
LFP
751
Leeward Financial Partners
Washington
-$247K -2,495 Closed
MMA
752
Miracle Mile Advisors
California
-$230K -2,328 Closed
FIA
753
Foundations Investment Advisors
Arizona
-$226K -2,287 Closed
SFI
754
SPC Financial Inc
Maryland
-$219K -2,218 Closed
Legacy Financial Group (Iowa)
755
Legacy Financial Group (Iowa)
Iowa
-$218K -2,204 Closed
BJL
756
Brighton Jones LLC
Washington
-$217K -2,193 Closed
TCBWMS
757
Texas Capital Bank Wealth Management Services
Texas
-$203K -2,053 Closed
AP
758
Arlington Partners
Alabama
-$144K -1,456 Closed
CSPIA
759
Cary Street Partners Investment Advisory
Virginia
-$123K -1,248 Closed
SSWM
760
Sheets Smith Wealth Management
North Carolina
-$90.7K -917 Closed
EWM
761
Evermay Wealth Management
Virginia
-$55.5K -555 Closed
FAM
762
Family Asset Management
South Carolina
-$30.2K -305 Closed
HFS
763
Hantz Financial Services
Michigan
-$30K -300 Closed
CQS
764
Credential Qtrade Securities
-$23.3K -236 Closed
CP
765
Castleview Partners
Texas
-$15.7K -159 Closed
VWM
766
Valley Wealth Managers
New Jersey
-$14.4K -146 Closed
IPW
767
Impact Partnership Wealth
Georgia
-$12K -121 Closed
DF
768
DecisionPoint Financial
Arizona
-$12K -121 Closed
CCP
769
Carmel Capital Partners
California
-$5.93K -60 Closed
BAAM
770
Baker Avenue Asset Management
California
-$5.5K -56 Closed
WWP
771
WR Wealth Planners
Missouri
-$4.95K -50 Closed
PMFA
772
Plante Moran Financial Advisors
Michigan
-$2.87K -29 Closed
TFA
773
Toth Financial Advisory
Virginia
-$1.99K -20 Closed
NIC
774
Northwest Investment Counselors
Oregon
-$1.39K -14 Closed
MAWA
775
Moss Adams Wealth Advisors
Washington
-$1.08K -11 Closed