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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
11.37%
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 %
FWM
101
Forefront Wealth Management
Pennsylvania
$7.09M -$143K -1,408 -2%
XF
102
XML Financial
Maryland
$7.08M +$831K +8,170 +13%
FWP
103
FAS Wealth Partners
Kansas
$6.99M -$73K -718 -1%
DOA
104
D'Orazio & Associates
Virginia
$6.87M -$47.1K -463 -0.7%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$6.43M -$212K -2,082 -3%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$6.37M +$856K +8,416 +16%
FP
107
Financial Perspectives
Minnesota
$6.35M +$201K +1,976 +3%
LFAS
108
Level Four Advisory Services
Texas
$6.12M -$20.2K -199 -0.3%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$6.03M +$864K +8,497 +17%
CL
110
COWA LLC
Oklahoma
$5.87M +$5.59M +1,481,137 +2,028%
CG
111
Colony Group
Massachusetts
$5.72M +$88.5K +871 +2%
SPC
112
Sigma Planning Corp
Michigan
$5.7M +$356K +3,506 +7%
JCM
113
Janney Capital Management
Pennsylvania
$5.63M -$92.3K -908 -2%
DWMG
114
DB Wealth Management Group
California
$5.61M -$36.3K -357 -0.6%
TWM
115
Trinity Wealth Management
Pennsylvania
$5.6M +$286K +2,814 +5%
FTS
116
Fifth Third Securities
Ohio
$5.52M +$3.83M +37,627 +225%
SHJ
117
Sharkey, Howes & Javer
Colorado
$5.32M -$701K -6,895 -12%
PWA
118
Phoenix Wealth Advisors
North Carolina
$5.08M +$5.08M +50,000 New
TRCT
119
Tower Research Capital (TRC)
New York
$5M +$4.79M +47,100 +2,272%
GRP
120
Global Retirement Partners
California
$4.84M +$4.59M +46,122 +1,873%
HCA
121
Heck Capital Advisors
Wisconsin
$4.82M -$130K -1,279 -3%
SWP
122
Summit Wealth Partners
Florida
$4.82M -$24K -236 -0.5%
Citadel Advisors
123
Citadel Advisors
Florida
$4.81M +$2.92M +28,766 +155%
SFG
124
Sowa Financial Group
Rhode Island
$4.79M +$266K +2,621 +6%
MCM
125
MV Capital Management
Maryland
$4.62M -$918K -9,033 -17%