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iShares Core High Dividend ETF

706 hedge funds and large institutions have $4.67B invested in iShares Core High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 273 reducing their positions, and 49 closing their positions.

Holders
706
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
11.14%
Holding in Top 10
36
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-12.2%
% of All Funds
0.57%
New
53
Increased
226
Reduced
273
Closed
49
Calls
$12.1M
Puts
$2.08M
Net Calls
+$10M
Net Calls Change
-$43.3M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$562M 5,574,710 -526,983 -9%
Morgan Stanley
2
Morgan Stanley
New York
$310M 3,079,863 -18,579 -0.6%
UBS Group
3
UBS Group
Switzerland
$190M 1,882,784 -148,381 -7%
Wells Fargo
4
Wells Fargo
California
$186M 1,841,652 -15,335 -0.8%
LPL Financial
5
LPL Financial
California
$174M 1,726,689 +8,956 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$137M 1,363,127 -110,455 -7%
Truist Financial
7
Truist Financial
North Carolina
$133M 1,319,797 -1,114,763 -46%
MYLI
8
Meiji Yasuda Life Insurance
Japan
$123M 1,223,656
HFRG
9
Houlihan Financial Resource Group
Virginia
$116M 1,157,519 +1,117,420 +2,787%
M&T Bank
10
M&T Bank
New York
$103M 1,025,222 -31,210 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$99.8M 990,498 +23,104 +2%
SAM
12
Securian Asset Management
Minnesota
$97.8M 970,652
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$87.6M 869,302 -50,733 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$86.9M 861,987 -229,614 -21%
Ameriprise
15
Ameriprise
Minnesota
$83.2M 826,457 -298,810 -27%
BlackRock
16
BlackRock
New York
$82.6M 819,383 +3,461 +0.4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$59.1M 586,500 -3,197 -0.5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.6M 521,398 +836 +0.2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$51.2M 507,608 +31,535 +7%
LIA
20
LBMC Investment Advisors
Tennessee
$50.9M 505,042 -3,998 -0.8%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$47.1M 467,178 -280,683 -38%
Osaic Holdings
22
Osaic Holdings
Arizona
$44.5M 441,573 -85,062 -16%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$41.1M 409,872 +34,192 +9%
CAN
24
Cetera Advisor Networks
California
$39.2M 388,971 +6,574 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$35.4M 351,444 +11,464 +3%