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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$1.24M -$35.6K -373 -3%
SWA
177
SOA Wealth Advisors
New York
$1.21M
IF
178
Ironwood Financial
Arizona
$1.21M +$129K +1,373 +12%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$1.21M +$9.14K +97 +0.8%
FG
180
Fiduciary Group
Georgia
$1.21M -$28.2K -286 -2%
VA
181
Valmark Advisers
Ohio
$1.19M -$115K -1,218 -9%
APWA
182
Atlas Private Wealth Advisors
New Jersey
$1.18M +$130K +1,383 +12%
HR
183
Howe & Rusling
New York
$1.18M -$14K -149 -1%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$1.17M +$424K +4,498 +57%
HIA
185
Harbor Investment Advisory
Maryland
$1.16M +$2.17K +23 +0.2%
JIP
186
Jaffetilchin Investment Partners
Florida
$1.15M -$4.43M -47,023 -79%
MFW
187
Mosaic Family Wealth
Missouri
$1.15M +$252K +2,678 +28%
LGWM
188
Litman Gregory Wealth Management
California
$1.14M +$1.03M +10,930 +933%
UCFA
189
United Capital Financial Advisors
Texas
$1.13M -$42.4K -450 -4%
HWM
190
Hohimer Wealth Management
Washington
$1.12M -$24.4K -259 -2%
MCM
191
MV Capital Management
Maryland
$1.12M -$19.2K -204 -2%
WTC
192
WhitTier Trust Company
Nevada
$1.08M -$19.8K -210 -2%
RIM
193
Rakuten Investment Management
Japan
$1.08M -$28.7K -300 -3%
Bessemer Group
194
Bessemer Group
New Jersey
$1.05M +$58.2K +618 +6%
CSIC
195
Clifford Swan Investment Counsel
California
$1.04M
VFA
196
Valeo Financial Advisors
Indiana
$1.03M +$185K +1,962 +22%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$1.02M -$293K -3,109 -22%
KFP
198
KMG Fiduciary Partners
Ohio
$1.02M +$18.1K +192 +2%
BAM
199
Barrett Asset Management
New York
$1.01M
IA
200
IFG Advisory
Georgia
$999K +$8.76K +93 +0.9%