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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
76
Townsend & Associates
Colorado
$9.83M +$1.44M +14,011 +17%
CWM
77
Connecticut Wealth Management
Connecticut
$9.61M +$17.5K +172 +0.2%
GFA
78
Gallagher Fiduciary Advisors
Illinois
$9.51M +$9.51M +93,541 New
AWA
79
Arkadios Wealth Advisors
Georgia
$9.46M +$2.04M +20,066 +27%
BWP
80
Bernardo Wealth Planning
Pennsylvania
$9.37M +$299K +2,937 +3%
GT
81
Glenmede Trust
Pennsylvania
$9.3M -$3.2M -31,451 -26%
SRWM
82
Shira Ridge Wealth Management
California
$9.16M +$808K +7,950 +10%
BFA
83
Beaumont Financial Advisors
Massachusetts
$9.09M -$194K -1,906 -2%
Deutsche Bank
84
Deutsche Bank
Germany
$9.02M +$1.07M +10,485 +13%
KOMWMG
85
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.88M +$2.17M +21,316 +32%
Allianz Asset Management
86
Allianz Asset Management
Germany
$8.79M -$47.6M -468,040 -84%
ST
87
Smithfield Trust
Pennsylvania
$8.47M +$1.06M +10,410 +14%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$8.44M -$85.1K -837 -1%
NAM
89
NTV Asset Management
West Virginia
$8.41M +$47.5K +467 +0.6%
NA
90
NewEdge Advisors
Louisiana
$8.31M -$383K -3,792 -4%
W
91
WealthOne
New York
$8.16M +$1.19M +11,731 +17%
F4L
92
Fortune 45 LLC
Louisiana
$8.11M +$456K +4,489 +6%
SEM
93
Strategic Equity Management
Arizona
$7.95M -$2.72M -26,770 -26%
MA
94
Mutual Advisors
Nebraska
$7.88M +$2.09M +20,596 +36%
IAN
95
Integrated Advisors Network
Texas
$7.73M +$131K +1,286 +2%
LF
96
Lantz Financial
Illinois
$7.72M -$131K -1,285 -2%
MMRF
97
Michelson Medical Research Foundation
California
$7.45M -$5.9M -58,080 -44%
GB
98
Gunma Bank
Japan
$7.32M +$915K +9,000 +14%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$7.31M -$847K -8,332 -10%
FA
100
Forefront Analytics
Pennsylvania
$7.17M -$549K -5,404 -7%