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iShares Core High Dividend ETF

728 hedge funds and large institutions have $5.5B invested in iShares Core High Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 271 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+30
Holders Change %
+4.3%
% of All Funds
10.53%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.29%
New
81
Increased
271
Reduced
216
Closed
45
Calls
$96.7M
Puts
$6.59M
Net Calls
+$90.1M
Net Calls Change
-$7.22M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
751
Fernwood Investment Management
Massachusetts
-$294K -2,701 Closed
HP
752
Holistic Planning
Texas
-$287K -2,603 Closed
AFP
753
Alpha Financial Partners
Kentucky
-$281K -2,585 Closed
WI
754
Wintrust Investments
Illinois
-$276K -2,541 Closed
WA
755
Wambolt & Associates
Colorado
-$271K -2,500 Closed
KCM
756
Kathmere Capital Management
Pennsylvania
-$272K -2,500 Closed
CCG
757
Capital CS Group
California
-$228K -2,095 Closed
CGA
758
Crescent Grove Advisors
Illinois
-$224K -2,057 Closed
MCCA
759
Mill Creek Capital Advisors
Pennsylvania
-$221K -2,035 Closed
CCA
760
Childress Capital Advisors
Texas
-$217K -2,000 Closed
LWM
761
Liberty Wealth Management
California
-$212K -1,971 Closed
EP
762
Edgestream Partners
New Jersey
-$207K -1,906 Closed
SW
763
Simplicity Wealth
New Jersey
-$205K -1,890 Closed
MW
764
Maia Wealth
Colorado
-$200K -1,816 Closed
NRG
765
Nemes Rush Group
Michigan
-$173K -1,588 Closed
HFS
766
Hantz Financial Services
Michigan
-$48K -440 Closed
DZ Bank
767
DZ Bank
Germany
-$34.7K -320 Closed
CCM
768
Chilton Capital Management
Texas
-$32.6K -300 Closed
WIA
769
Wetzel Investment Advisors
Indiana
-$28.1K -255 Closed
ATPW
770
Ashton Thomas Private Wealth
Arizona
-$14.8K -136 Closed
RS
771
Rakuten Securities
Japan
-$12.4K -114 Closed
BCMLT
772
Beacon Capital Management LLC (Tennessee)
Tennessee
-$6.09K -56 Closed
PP
773
PrairieView Partners
Minnesota
-$5K -53 Closed
TWP
774
Triad Wealth Partners
Kansas
-$2.39K -22 Closed
HCA
775
Heck Capital Advisors
Wisconsin
-$815 -8 Closed