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iShares Core High Dividend ETF

709 hedge funds and large institutions have $4.57B invested in iShares Core High Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 53 closing their positions.

Holders
709
Holders Change
-8
Holders Change %
-1.12%
% of All Funds
10.28%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
56
Increased
238
Reduced
278
Closed
53
Calls
$103M
Puts
$3.02M
Net Calls
+$100M
Net Calls Change
+$47.9M
Name Market Value Shares Shares
Change
Shares
Change %
FWP
76
FAS Wealth Partners
Kansas
$8.75M 79,375 +9,955 +14%
AI
77
Atria Investments
North Carolina
$8.59M 77,924 +28,739 +58%
ST
78
Smithfield Trust
Pennsylvania
$8.34M 75,663 -126 -0.2%
RFC
79
Regions Financial Corp
Alabama
$8.32M 75,479 -1,113 -1%
GT
80
Glenmede Trust
Pennsylvania
$8.17M 74,156 +79 +0.1%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$8.14M 73,820 +2,434 +3%
MMRF
82
Michelson Medical Research Foundation
California
$8.07M 73,240
CA
83
Cetera Advisors
Colorado
$7.79M 70,710 +6,310 +10%
GFA
84
Gallagher Fiduciary Advisors
Illinois
$7.74M 70,270 +6,937 +11%
FP
85
Financial Perspectives
Minnesota
$7.55M 68,475 +2,081 +3%
SFG
86
Sowa Financial Group
Rhode Island
$7.53M 73,836
BG
87
Benedetti & Gucer
Georgia
$7.44M 67,482 +13,881 +26%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$6.73M 61,040 -2,033 -3%
PWA
89
Phoenix Wealth Advisors
North Carolina
$6.54M 59,339 -10,472 -15%
Franklin Resources
90
Franklin Resources
California
$6.52M 59,132 -1,226 -2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$6.5M 58,982 -2,589 -4%
CL
92
COWA LLC
Oklahoma
$6.33M 57,409 -6,347 -10%
AO
93
Advisor OS
Illinois
$5.81M 52,681 +3,335 +7%
Lido Advisors
94
Lido Advisors
California
$5.76M 52,260 -1,936 -4%
LFAS
95
Level Four Advisory Services
Texas
$5.75M 56,366
MA
96
MJP Associates
Connecticut
$5.72M 51,858 +3,593 +7%
SPC
97
Sigma Planning Corp
Michigan
$5.57M 50,559 +31,810 +170%
IA
98
IFP Advisors
Florida
$5.31M 48,215 -68,873 -59%
JCM
99
Janney Capital Management
Pennsylvania
$5.26M 47,694 -763 -2%
FA
100
Forefront Analytics
Pennsylvania
$5.15M 46,698 -657 -1%