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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.

New
Increased
Maintained
Reduced
Closed
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 %
5L
126
55I LLC
Massachusetts
$3.4M -$629K -5,884 -16%
FFG
127
Frisch Financial Group
New York
$3.37M -$88.7K -830 -3%
IWM
128
IHT Wealth Management
Illinois
$3.26M -$149K -1,398 -4%
HF
129
HRT Financial
New York
$3.23M -$1.26M -11,834 -28%
EWM
130
Evercore Wealth Management
New York
$3.22M
CCG
131
Chatham Capital Group
Georgia
$3.21M -$32.1K -300 -1%
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$3.18M +$135K +1,260 +4%
FA
133
FC Advisory
Pennsylvania
$3.17M -$47.7K -446 -1%
NFC
134
Northeast Financial Consultants
Connecticut
$3.17M
AAP
135
Arax Advisory Partners
Colorado
$3.14M +$2.04M +19,083 +186%
DWMG
136
DB Wealth Management Group
California
$3.13M +$1.24M +11,608 +66%
PPW
137
Pinnacle Private Wealth
Massachusetts
$3.09M +$105K +980 +4%
Cerity Partners
138
Cerity Partners
New York
$3.02M +$3.02M +28,245 New
SFG
139
Summit Financial Group
West Virginia
$3.01M +$69.6K +651 +2%
WWM
140
Western Wealth Management
Colorado
$2.98M +$1.98M +18,497 +197%
ISWM
141
Independent Solutions Wealth Management
New York
$2.9M +$143K +1,336 +5%
CFS
142
CRA Financial Services
New Jersey
$2.88M +$18.6K +174 +0.7%
RIA
143
Regal Investment Advisors
Michigan
$2.83M +$73.5K +688 +3%
CFA
144
Cahill Financial Advisors
Minnesota
$2.8M +$301K +2,818 +12%
PA
145
Parallel Advisors
California
$2.72M +$31.7K +294 +1%
SFWC
146
Strategic Family Wealth Counselors
New Jersey
$2.65M -$49.2K -460 -2%
FEM
147
Fulcrum Equity Management
Texas
$2.65M +$2.65M +24,754 New
SSA
148
Schonfeld Strategic Advisors
New York
$2.53M +$2.53M +23,700 New
CA
149
Calton & Associates
Florida
$2.46M +$2.46M +23,010 New
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
$2.37M -$33.1K -310 -1%