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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 %
EFG
101
Embree Financial Group
Illinois
$5.01M +$5.01M +49,101 New
SAG
102
SageView Advisory Group
California
$5M +$424K +4,050 +9%
JCM
103
Janney Capital Management
Pennsylvania
$4.94M -$1.37M -13,455 -22%
MA
104
MJP Associates
Connecticut
$4.92M +$347K +3,402 +8%
FA
105
Forefront Analytics
Pennsylvania
$4.83M -$1.43M -14,054 -23%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$4.68M +$3.29M +30,579 +235%
FAM
107
Formidable Asset Management
Ohio
$4.67M -$16.3K -160 -0.3%
Deutsche Bank
108
Deutsche Bank
Germany
$4.58M -$2.52M -24,667 -35%
CCG
109
Chatham Capital Group
Georgia
$4.51M +$314K +3,075 +7%
SWP
110
Summit Wealth Partners
Florida
$4.36M -$19K -186 -0.4%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$4.35M +$3.01M +29,474 +224%
KPWG
112
KFA Private Wealth Group
Virginia
$4.34M -$5.65M -55,362 -57%
Fayez Sarofim & Co
113
Fayez Sarofim & Co
Texas
$4.23M
HFRG
114
Houlihan Financial Resource Group
Virginia
$4.22M +$63.5K +623 +2%
William Blair & Company
115
William Blair & Company
Illinois
$4.18M -$38K -373 -0.9%
Cerity Partners
116
Cerity Partners
New York
$4.18M +$4.18M +40,973 New
KFP
117
Keystone Financial Planning
Ohio
$4.08M +$350K +3,433 +9%
SC
118
Scotia Capital
Ontario, Canada
$3.99M +$288K +2,827 +8%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$3.95M +$110K +1,082 +3%
BOPW
120
Brandywine Oak Private Wealth
Pennsylvania
$3.92M -$158K -1,553 -4%
SRWM
121
Shira Ridge Wealth Management
California
$3.91M -$5.08M -49,768 -56%
SDAM
122
Shulman DeMeo Asset Management
New York
$3.82M -$26.4K -259 -0.7%
EPWM
123
Essex Private Wealth Management
Massachusetts
$3.8M +$74.4K +729 +2%
EE
124
EWG Elevate
California
$3.8M -$86.3K -846 -2%
MWM
125
Maltin Wealth Management
New Jersey
$3.79M -$17.2K -169 -0.5%