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iShares Core High Dividend ETF

484 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-17
Holders Change %
-3.39%
% of All Funds
9.95%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.33%
New
46
Increased
132
Reduced
226
Closed
58
Calls
$472K
Puts
Net Calls
+$472K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
226
Hohimer Wealth Management
Washington
$733K -$153K -1,885 -17%
GC
227
GFG Capital
Florida
$730K +$730K +9,000 New
Citigroup
228
Citigroup
New York
$715K -$20.8K -256 -3%
PWMAG
229
Pinnacle Wealth Management Advisory Group
New Jersey
$698K +$698K +8,605 New
ECG
230
Edge Capital Group
Georgia
$697K -$1.04M -12,817 -60%
CFO
231
CVA Family Office
Colorado
$697K
AWA
232
ARS Wealth Advisors
Florida
$695K -$193K -2,375 -22%
OPS
233
Orion Portfolio Solutions
Nebraska
$694K -$244 -3 -0%
CPSAC
234
Chas P. Smith & Associates (CPS)
Florida
$683K -$14.3K -176 -2%
QCM
235
Quest Capital Management
Texas
$666K
SMC
236
Smith, Moore & Co
Missouri
$659K -$162K -2,003 -20%
TA
237
Townsend & Associates
Colorado
$658K -$7.3K -90 -1%
PCG
238
Private Capital Group
Connecticut
$650K +$59.4K +732 +10%
MFW
239
Mosaic Family Wealth
Missouri
$643K -$244K -3,002 -27%
CPSC
240
Carl P. Sherr & Co
Massachusetts
$638K -$23.1K -284 -3%
SWMG
241
Sanchez Wealth Management Group
Florida
$629K +$34.9K +431 +6%
SC
242
Savant Capital
Illinois
$626K -$437K -5,391 -41%
SG
243
StoneX Group
New York
$613K +$72.8K +897 +13%
IWA
244
Inspirion Wealth Advisors
Illinois
$612K +$974 +12 +0.2%
FCFC
245
First Citizens Financial Corp
Iowa
$603K -$27.1K -334 -4%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$601K +$226K +2,783 +60%
CS
247
Comerica Securities
Michigan
$596K -$370K -4,557 -38%
BWP
248
Bernardo Wealth Planning
Pennsylvania
$594K -$264K -3,259 -31%
AIP
249
Ahrens Investment Partners
Louisiana
$589K -$474K -5,842 -45%
FM
250
Family Management
New York
$589K -$330K -4,068 -36%