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iShares Core High Dividend ETF

514 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 195 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+11
Holders Change %
+2.19%
% of All Funds
9.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
41
Increased
173
Reduced
195
Closed
25
Calls
$22.7M
Puts
Net Calls
+$22.7M
Net Calls Change
+$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$785K +$250K +2,636 +47%
QCM
227
Quest Capital Management
Texas
$779K
NP
228
NorthRock Partners
Minnesota
$776K -$192K -2,026 -20%
Citigroup
229
Citigroup
New York
$766K +$58.4K +615 +8%
CG
230
Colony Group
Massachusetts
$758K -$285K -2,999 -27%
BHB
231
Bank Hapoalim BM
Israel
$752K -$52.7K -555 -7%
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$732K -$186K -1,964 -20%
SG
233
StoneX Group
New York
$731K -$38.5K -406 -5%
TNB
234
TCF National Bank
South Dakota
$727K -$807K -8,500 -53%
VHAM
235
Van Hulzen Asset Management
California
$723K
ATC
236
Argent Trust Co
Tennessee
$713K -$62.4K -657 -8%
FCA
237
FinTrust Capital Advisors
South Carolina
$705K +$30.6K +322 +5%
NB
238
NBT Bank
New York
$704K +$88.3K +930 +14%
SWA
239
Sax Wealth Advisors
New Jersey
$693K
OPS
240
Orion Portfolio Solutions
Nebraska
$686K -$361K -3,803 -34%
IWA
241
Inspirion Wealth Advisors
Illinois
$683K +$1.04K +11 +0.2%
SC
242
Savant Capital
Illinois
$681K -$21.5K -227 -3%
PCG
243
Private Capital Group
Connecticut
$673K +$55.8K +588 +9%
Prudential Financial
244
Prudential Financial
New Jersey
$666K +$29.8K +314 +5%
WB
245
WesBanco Bank
West Virginia
$662K +$662K +6,970 New
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$656K +$3.62K +38 +0.6%
KA
247
Kovack Advisors
Florida
$654K +$145K +1,527 +28%
CPIG
248
Chicago Partners Investment Group
Illinois
$650K +$78.9K +829 +14%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$634K -$122K -1,282 -16%
WPC
250
White Pine Capital
Minnesota
$634K +$55K +580 +10%