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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
226
KMG Fiduciary Partners
Ohio
$779K +$429K +5,989 +122%
PP
227
Patten & Patten
Tennessee
$774K -$41.1K -575 -5%
SFG
228
StrategIQ Financial Group
Indiana
$774K -$33.8K -473 -4%
SC
229
Stolper & Co
Oklahoma
$763K +$763K +10,668 New
PA
230
Pinnacle Associates
New York
$761K -$150K -2,100 -16%
BWP
231
Bernardo Wealth Planning
Pennsylvania
$757K -$497K -6,954 -40%
CSIC
232
Clifford Swan Investment Counsel
California
$753K +$753K +10,523 New
MA
233
MUFG Americas
New York
$750K
Prudential Financial
234
Prudential Financial
New Jersey
$738K +$333K +4,655 +82%
FTS
235
Fifth Third Securities
Ohio
$735K +$56.2K +786 +8%
FWP
236
FAS Wealth Partners
Kansas
$730K +$725K +10,132 +13,332%
SMC
237
Smith, Moore & Co
Missouri
$725K -$541K -7,560 -43%
SEI Investments
238
SEI Investments
Pennsylvania
$711K -$198K -2,767 -22%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$707K +$707K +9,884 New
BA
240
Ballew Advisors
Mississippi
$700K +$2.93K +41 +0.4%
AF
241
Advisornet Financial
Minnesota
$697K -$66.8K -933 -9%
RJT
242
Raymond James Trust
Florida
$694K -$49.7K -695 -7%
TP
243
Tranquility Partners
Tennessee
$690K -$152K -2,126 -18%
AI
244
Atria Investments
North Carolina
$683K +$683K +9,545 New
IP
245
Investment Partners
Ohio
$681K -$562K -7,853 -45%
BO
246
BRR OpCo
Ohio
$680K
AOWM
247
Alpha Omega Wealth Management
Virginia
$677K -$1.79K -25 -0.3%
XS
248
XR Securities
Illinois
$671K +$671K +9,373 New
IA
249
IFP Advisors
Florida
$667K -$452K -6,273 -40%
APC
250
Aspire Private Capital
North Carolina
$653K +$19.8K +277 +3%