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iShares Core High Dividend ETF

491 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
10.78%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.55%
New
40
Increased
210
Reduced
132
Closed
30
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$727K -$210K -2,226 -22%
AWA
252
Arete Wealth Advisors
Illinois
$723K +$723K +7,679 New
Creative Planning
253
Creative Planning
Kansas
$711K +$36.1K +383 +5%
FI
254
Financial Insights
Washington
$704K
CCM
255
Coe Capital Management
Illinois
$701K -$10.8K -115 -2%
EFS
256
Essex Financial Services
Connecticut
$698K +$698K +7,408 New
SC
257
Slow Capital
California
$687K +$201K +2,132 +41%
RFN
258
RDA Financial Network
Iowa
$681K +$114K +1,198 +20%
SWMG
259
Sanchez Wealth Management Group
Florida
$675K +$2.83K +30 +0.4%
CWM
260
Calamos Wealth Management
Illinois
$670K +$52.6K +559 +9%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$669K +$669K +7,111 New
IWC
262
Integrated Wealth Concepts
Massachusetts
$647K +$83.9K +890 +15%
AIC
263
Archer Investment Corporation
Indiana
$635K
NGA
264
Naples Global Advisors
Florida
$634K -$5.27K -56 -0.8%
LAM
265
Lapides Asset Management
Connecticut
$631K
PP
266
PagnatoKarp Partners
Virginia
$628K +$2.26K +24 +0.4%
TA
267
Townsend & Associates
Colorado
$628K +$628K +6,880 New
IC
268
Inscription Capital
Texas
$623K
CCA
269
Cobblestone Capital Advisors
New York
$622K +$108K +1,150 +21%
BF
270
BOK Financial
Oklahoma
$620K -$109K -1,157 -15%
PCM
271
Parsons Capital Management
Rhode Island
$619K +$5.65K +60 +0.9%
SXL
272
Summit X LLC
Missouri
$616K +$10.8K +114 +2%
WB
273
WesBanco Bank
West Virginia
$614K
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$613K -$32.7K -347 -5%
AFM
275
Abbot Financial Management
Massachusetts
$613K +$158K +1,681 +35%