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iShares Core High Dividend ETF

694 hedge funds and large institutions have $4.46B invested in iShares Core High Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 295 reducing their positions, and 54 closing their positions.

Holders
694
Holders Change
-12
Holders Change %
-1.7%
% of All Funds
11.07%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.54%
New
47
Increased
165
Reduced
295
Closed
54
Calls
$17.8M
Puts
$2.13M
Net Calls
+$15.7M
Net Calls Change
+$5.66M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
101
Janney Capital Management
Pennsylvania
$6.12M +$677K +6,843 +12%
FA
102
Forefront Analytics
Pennsylvania
$6.07M +$438K +4,427 +8%
RA
103
RFG Advisory
Alabama
$6.02M -$5.75M -58,146 -49%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$5.96M -$326K -3,125 -5%
LFAS
105
Level Four Advisory Services
Texas
$5.9M -$26.3K -266 -0.4%
GFA
106
Gallagher Fiduciary Advisors
Illinois
$5.83M -$1.91M -19,334 -25%
PWA
107
Phoenix Wealth Advisors
North Carolina
$5.68M +$663K +6,709 +13%
GB
108
Gunma Bank
Japan
$5.34M +$791K +8,000 +17%
SPC
109
Sigma Planning Corp
Michigan
$5.22M -$38.7K -391 -0.7%
FAM
110
Formidable Asset Management
Ohio
$4.54M +$270K +2,730 +6%
HCA
111
Heck Capital Advisors
Wisconsin
$4.49M -$92.3K -933 -2%
DOA
112
D'Orazio & Associates
Virginia
$4.48M -$1.6M -16,230 -26%
MA
113
MJP Associates
Connecticut
$4.44M -$22.2K -224 -0.5%
AO
114
Advisor OS
Illinois
$4.37M +$469K +4,741 +12%
SAG
115
SageView Advisory Group
California
$4.32M +$511K +5,169 +13%
FWM
116
Forefront Wealth Management
Pennsylvania
$4.29M -$15K -152 -0.3%
SWP
117
Summit Wealth Partners
Florida
$4.25M -$464K -4,693 -10%
CFG
118
Cooper Financial Group
California
$4.14M +$2.28M +23,016 +122%
CA
119
Clearstead Advisors
Ohio
$4.14M +$2.03M +20,550 +97%
William Blair & Company
120
William Blair & Company
Illinois
$4.09M +$25.7K +260 +0.6%
CCG
121
Chatham Capital Group
Georgia
$4.07M +$3.86K +39 +0.1%
Fayez Sarofim & Co
122
Fayez Sarofim & Co
Texas
$4.05M -$4.45M -45,000 -52%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$4.05M -$4.86M
HFRG
124
Houlihan Financial Resource Group
Virginia
$3.96M -$109M -1,116,797 -96%
BOPW
125
Brandywine Oak Private Wealth
Pennsylvania
$3.95M -$95.3K -964 -2%