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iShares Core High Dividend ETF

710 hedge funds and large institutions have $4.96B invested in iShares Core High Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 232 increasing their positions, 287 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-35
Holders Change %
-4.7%
% of All Funds
11.36%
Holding in Top 10
41
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-22.64%
% of All Funds
0.66%
New
55
Increased
232
Reduced
287
Closed
74
Calls
$54.4M
Puts
$1.1M
Net Calls
+$53.3M
Net Calls Change
+$39.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
201
IFG Advisory
Georgia
$2.12M -$118K -1,163 -5%
BTWM
202
Baker Tilly Wealth Management
Wisconsin
$2.11M +$86K +846 +4%
CA
203
Clearstead Advisors
Ohio
$2.08M -$395K -3,890 -16%
HA
204
HFG Advisors
Ohio
$2.08M +$13.7K +135 +0.7%
WMA
205
Wealth Management Associates
New Jersey
$2.05M -$15.4K -151 -0.7%
CPIG
206
Chicago Partners Investment Group
Illinois
$2.05M -$2.84M -27,330 -58%
GIA
207
Gladstone Institutional Advisory
Florida
$2.04M -$1.42K -14 -0.1%
IWC
208
Integrated Wealth Concepts
Massachusetts
$2.02M -$4.05M -39,854 -67%
DADC
209
D.A. Davidson & Co
Montana
$2.02M +$63.6K +626 +3%
SWA
210
SOA Wealth Advisors
New York
$2.01M +$4.68K +46 +0.2%
GGI
211
Godsey & Gibb Inc
Virginia
$1.98M +$1.98M +19,505 New
SWP
212
Stratos Wealth Partners
Ohio
$1.95M -$3.95M -38,900 -67%
HNWAG
213
High Net Worth Advisory Group
Florida
$1.92M -$17.9K -176 -0.9%
NFG
214
Nations Financial Group
Iowa
$1.9M -$18.6K -183 -1%
CCWA
215
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M +$171K +1,680 +10%
IAG
216
Investment Advisory Group
Massachusetts
$1.87M +$118K +1,163 +7%
Prudential Financial
217
Prudential Financial
New Jersey
$1.78M +$256K +2,516 +17%
AWM
218
Axxcess Wealth Management
California
$1.77M +$812K +7,991 +85%
AIC
219
Ayalon Insurance Company
Israel
$1.77M -$1.24M -12,193 -41%
AWM
220
Apollon Wealth Management
South Carolina
$1.76M -$316K -3,109 -15%
MSAM
221
Moloney Securities Asset Management
Missouri
$1.76M -$13.1K -129 -0.7%
AA
222
Ancora Advisors
Ohio
$1.74M -$6.61K -65 -0.4%
4WM
223
4J Wealth Management
Virginia
$1.74M +$121K +1,186 +7%
CPA
224
Court Place Advisors
Maryland
$1.73M -$73.5K -723 -4%
CFO
225
Collective Family Office
Pennsylvania
$1.72M +$314K +3,090 +22%