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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.

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 %
GT
76
Glenmede Trust
Pennsylvania
$7.56M -$1.22M -11,988 -14%
SFG
77
Sowa Financial Group
Rhode Island
$7.53M -$1.63M -16,024 -18%
MMRF
78
Michelson Medical Research Foundation
California
$7.47M
FFG
79
Foundry Financial Group
New Hampshire
$7.43M +$7.43M +72,884 New
GB
80
Gunma Bank
Japan
$7.34M +$1.84M +18,000 +33%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$7.3M +$1.46M +14,265 +25%
PWA
82
Phoenix Wealth Advisors
North Carolina
$7.23M +$1.29M +12,415 +22%
FWP
83
FAS Wealth Partners
Kansas
$7.08M +$292K +2,865 +4%
NA
84
NewEdge Advisors
Louisiana
$7.07M -$59.6K -584 -0.8%
FP
85
Financial Perspectives
Minnesota
$6.77M +$198K +1,944 +3%
PAMG
86
Patton Albertson Miller Group
Tennessee
$6.62M -$1.73M -17,007 -21%
CA
87
Cetera Advisors
Colorado
$6.57M -$2.19M -21,497 -25%
CL
88
COWA LLC
Oklahoma
$6.5M -$231K -2,264 -3%
GFA
89
Gallagher Fiduciary Advisors
Illinois
$6.46M +$443K +4,348 +7%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$6.43M -$714 -7 -0%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$6.28M -$259K -2,542 -4%
Franklin Resources
92
Franklin Resources
California
$6.16M +$5.96M +58,455 +3,072%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$6.13M -$1.04M -10,227 -15%
ACA
94
Aptus Capital Advisors
Alabama
$5.99M +$5.97M +58,573 +35,074%
LFAS
95
Level Four Advisory Services
Texas
$5.75M -$339K -3,326 -6%
SW
96
SteelPeak Wealth
California
$5.65M +$5.65M +55,382 New
Lido Advisors
97
Lido Advisors
California
$5.53M -$1.1M -10,765 -17%
BG
98
Benedetti & Gucer
Georgia
$5.47M +$5.47M +53,601 New
AO
99
Advisor OS
Illinois
$5.03M +$526K +5,162 +12%
AI
100
Atria Investments
North Carolina
$5.02M +$3.89M +38,123 +345%