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iShares Core High Dividend ETF

608 hedge funds and large institutions have $3.61B invested in iShares Core High Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 253 increasing their positions, 155 reducing their positions, and 35 closing their positions.

Holders
608
Holders Change
+30
Holders Change %
+5.19%
% of All Funds
9.62%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
74
Increased
253
Reduced
155
Closed
35
Calls
$80.1M
Puts
$354K
Net Calls
+$79.7M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
101
Summit Wealth Partners
Florida
$4.52M +$467K +4,372 +12%
TWA
102
TPB Wealth Advisors
Texas
$4.52M +$4.52M +42,274 New
PMG
103
ProVise Management Group
Florida
$4.51M +$1.94M +18,112 +75%
LAS
104
Lloyd Advisory Services
Georgia
$4.48M +$4.37M +40,904 +3,937%
ASN
105
Advisory Services Network
Georgia
$4.43M +$1.73M +16,165 +64%
EPWM
106
Essex Private Wealth Management
Massachusetts
$4.37M +$249K +2,333 +6%
CA
107
Cetera Advisors
Colorado
$4.36M +$383K +3,583 +10%
WFM
108
Wolff Financial Management
Michigan
$4.19M -$62K -580 -1%
SFG
109
Sowa Financial Group
Rhode Island
$4.1M -$42.3K -396 -1%
MBFW
110
Morton Brown Family Wealth
Pennsylvania
$4.09M -$213K -1,995 -5%
CL
111
COWA LLC
Oklahoma
$4.08M -$94.4K -883 -2%
SC
112
Scotia Capital
Ontario, Canada
$4.06M +$2.51M +23,461 +162%
LFP
113
Leeward Financial Partners
Washington
$4.01M -$238K -2,228 -6%
LNC
114
Lincoln National Corp
Pennsylvania
$3.93M +$798K +7,467 +25%
TA
115
Townsend & Associates
Colorado
$3.93M +$318K +2,908 +9%
NA
116
Nottingham Advisors
New York
$3.9M +$422K +3,932 +12%
EH
117
Equitable Holdings
New York
$3.84M +$35.3K +330 +0.9%
AWA
118
Arkadios Wealth Advisors
Georgia
$3.83M +$2.52M +23,605 +193%
MIAN
119
Mariner Independent Advisor Network
Kansas
$3.82M +$211K +1,975 +6%
KFP
120
Keystone Financial Planning
Ohio
$3.77M -$6.88M -64,347 -65%
JCM
121
J2 Capital Management
Michigan
$3.75M +$273K +2,556 +8%
ONB
122
Old National Bancorp
Indiana
$3.73M
CAL
123
Capital Advisors Ltd
Ohio
$3.68M +$8.02K +75 +0.2%
IA
124
IFP Advisors
Florida
$3.57M +$2.7M +31,264 +314%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$3.45M -$465K -4,354 -12%