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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.

New
Increased
Maintained
Reduced
Closed
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 %
NA
176
Nottingham Advisors
New York
$2.15M +$53.7K +676 +3%
DWMG
177
DB Wealth Management Group
California
$2.14M -$399K -3,914 -16%
BTWM
178
Baker Tilly Wealth Management
Wisconsin
$2.13M -$77.1K -756 -3%
GGI
179
Godsey & Gibb Inc
Virginia
$2.13M +$120K +1,181 +6%
Corient Private Wealth
180
Corient Private Wealth
Florida
$2.12M -$90.6K -888 -4%
CCA
181
Cora Capital Advisors
New Jersey
$2.09M -$733K -7,188 -26%
AWA
182
Arkadios Wealth Advisors
Georgia
$2.08M +$616K +6,044 +42%
FTS
183
Fifth Third Securities
Ohio
$2.06M -$1.69M -16,559 -45%
WMA
184
Wealth Management Associates
New Jersey
$2.04M -$9.28K -91 -0.5%
PWA
185
Provenance Wealth Advisors
Florida
$2M +$51K +500 +3%
FTUS
186
Flow Traders U.S.
New York
$1.96M +$1.96M +19,251 New
CL
187
Choreo LLC
Illinois
$1.93M -$319K -3,127 -14%
SPC
188
Sigma Planning Corp
Michigan
$1.91M -$3.48M -34,085 -65%
PMG
189
ProVise Management Group
Florida
$1.91M -$91.1K -893 -5%
ASN
190
Advisory Services Network
Georgia
$1.91M -$203K -1,993 -10%
EIP
191
Ellis Investment Partners
Pennsylvania
$1.9M +$46.5K +456 +3%
OCBCO
192
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.9M
Bank of New York Mellon
193
Bank of New York Mellon
New York
$1.9M -$482K -4,728 -20%
NFG
194
Nations Financial Group
Iowa
$1.89M +$102 +1 +0%
LNC
195
Lincoln National Corp
Pennsylvania
$1.87M -$31.4K -308 -2%
IAG
196
Investment Advisory Group
Massachusetts
$1.86M -$14.7K -144 -0.8%
HA
197
HFG Advisors
Ohio
$1.84M -$89.1K -874 -5%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.84M
4WM
199
4J Wealth Management
Virginia
$1.82M +$21.2K +208 +1%
MSAM
200
Moloney Securities Asset Management
Missouri
$1.81M +$16.9K +166 +0.9%