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iShares Core High Dividend ETF

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.14%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
76
Beam Wealth Advisors
Louisiana
$9.08M +$9.08M +90,110 New
KOMWMG
77
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.08M +$271K +2,691 +3%
BFA
78
Beaumont Financial Advisors
Massachusetts
$8.91M -$98K -972 -1%
CAAM
79
Cornerstone Advisors Asset Management
Pennsylvania
$8.79M -$2M -19,874 -19%
Fayez Sarofim & Co
80
Fayez Sarofim & Co
Texas
$8.67M +$8.67M +86,000 New
WANY
81
Wealthspire Advisors (New York)
New York
$8.51M -$1.99M -19,699 -19%
Citadel Advisors
82
Citadel Advisors
Florida
$8.45M +$3.68M +36,527 +77%
NAM
83
NTV Asset Management
West Virginia
$8.39M +$51K +506 +0.6%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$8.15M +$1.78M +17,618 +28%
W
85
WealthOne
New York
$8.11M +$26.9K +267 +0.3%
ST
86
Smithfield Trust
Pennsylvania
$8.04M -$355K -3,517 -4%
SEM
87
Strategic Equity Management
Arizona
$8.03M +$148K +1,470 +2%
NA
88
NewEdge Advisors
Louisiana
$7.94M -$355K -3,523 -4%
GFA
89
Gallagher Fiduciary Advisors
Illinois
$7.89M -$1.53M -15,222 -16%
Deutsche Bank
90
Deutsche Bank
Germany
$7.72M -$1.22M -12,137 -14%
LF
91
Lantz Financial
Illinois
$7.71M +$62.3K +618 +0.8%
IAN
92
Integrated Advisors Network
Texas
$7.48M -$178K -1,763 -2%
MMRF
93
Michelson Medical Research Foundation
California
$7.38M
Jones Financial Companies
94
Jones Financial Companies
Missouri
$7.18M -$67.4K -669 -0.9%
CL
95
COWA LLC
Oklahoma
$7.16M -$150M -1,483,138 -95%
FWP
96
FAS Wealth Partners
Kansas
$6.83M -$94K -933 -1%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$6.77M -$1.6M -15,884 -19%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$6.63M +$316K +3,133 +5%
Franklin Resources
99
Franklin Resources
California
$6.55M +$2.04M +20,216 +45%
FP
100
Financial Perspectives
Minnesota
$6.44M +$141K +1,398 +2%