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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
226
Flow Traders U.S.
New York
$644K +$644K +8,004 New
NP
227
NorthRock Partners
Minnesota
$638K -$1.22M -15,207 -66%
SC
228
Savant Capital
Illinois
$621K
ADL
229
Asset Dedication LLC
California
$620K +$153K +1,905 +33%
Citigroup
230
Citigroup
New York
$599K -$110K -1,367 -16%
AWA
231
ARS Wealth Advisors
Florida
$599K -$90.6K -1,125 -13%
IWA
232
Inspirion Wealth Advisors
Illinois
$598K -$9.26K -115 -2%
VHAM
233
Van Hulzen Asset Management
California
$593K +$226K +2,812 +62%
MAFM
234
Mid Atlantic Financial Management
Pennsylvania
$591K -$361K -4,302 -38%
HAS
235
HBW Advisory Services
California
$574K -$470K -5,836 -45%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$574K +$20.2K +250 +4%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$572K +$3.54K +44 +0.6%
PCG
238
Private Capital Group
Connecticut
$569K -$75.3K -936 -12%
Brown Advisory
239
Brown Advisory
Maryland
$569K -$12.1K -150 -2%
FNC
240
First National Corp
Massachusetts
$567K +$17.5K +167 +3%
WB
241
WesBanco Bank
West Virginia
$554K +$13.3K +165 +2%
EFS
242
Essex Financial Services
Connecticut
$549K +$26.7K +331 +5%
SWA
243
SFMG Wealth Advisors
Texas
$545K -$5.71K -71 -1%
CCA
244
Cobblestone Capital Advisors
New York
$544K
NFG
245
Next Financial Group
Texas
$536K +$4.34K +54 +0.8%
FCFC
246
First Citizens Financial Corp
Iowa
$531K -$66.8K -830 -11%
VFA
247
Valeo Financial Advisors
Indiana
$525K +$140K +1,738 +36%
PTC
248
Philadelphia Trust Company
Pennsylvania
$516K
WPC
249
White Pine Capital
Minnesota
$515K +$3.22K +40 +0.6%
1IA
250
1834 Investment Advisors
Wisconsin
$514K