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iShares Core High Dividend ETF

281 hedge funds and large institutions have $2.67B invested in iShares Core High Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+24
Holders Change %
+9.34%
% of All Funds
7.51%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
44
Increased
135
Reduced
62
Closed
19
Calls
$1.59M
Puts
Net Calls
+$1.59M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
251
Endurance Wealth Management
Rhode Island
$53K
AIC
252
Ayalon Insurance Company
Israel
$49K
LWA
253
Lenox Wealth Advisors
New York
$48K
FWM
254
Focused Wealth Management
New York
$47K
JGIA
255
Jackson Grant Investment Advisers
Connecticut
$45K +$45K +546 New
WP
256
WealthPLAN Partners
Nebraska
$44.1K +$44.1K +902 New
ASN
257
Advisory Services Network
Georgia
$43K -$86K -1,056 -67%
JIC
258
Joel Isaacson & Co
New York
$41K
TSW
259
Thompson Siegel & Walmsley
Virginia
$35K
Bessemer Group
260
Bessemer Group
New Jersey
$33K
RBC
261
Roble Belko & Company
Pennsylvania
$29K
BKA
262
Brick & Kyle Associates
Pennsylvania
$27K
IF
263
Ironwood Financial
Arizona
$21K
LWM
264
LBA Wealth Management
Florida
$19K
GAM
265
Gemmer Asset Management
California
$16K +$167 +2 +1%
M
266
MOTCO
Texas
$15K
AIM
267
Anchor Investment Management
South Carolina
$13.2K +$9.12K +111 +222%
MSFP
268
Mark Sheptoff Financial Planning
Connecticut
$12K
AIM
269
Advantage Investment Management
Iowa
$12K +$12K +149 New
AAC
270
Asset Advisors Corp
Georgia
$11K +$11K +128 New
GBBWRPM
271
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$11K +140 New
JCM
272
Jacobi Capital Management
Pennsylvania
$8K +$8K +100 New
RWG
273
Regal Wealth Group
California
$7K
SCM
274
Southport Capital Management
Tennessee
$6K +$6K +75 New
CCM
275
Cribstone Capital Management
Maine
$6K +$6K +78 New