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iShares Core High Dividend ETF

558 hedge funds and large institutions have $3.22B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+67
Holders Change %
+13.65%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$958K +$825K +8,405 +619%
BA
252
Ballew Advisors
Mississippi
$950K +$6.63K +68 +0.7%
CPSC
253
Carl P. Sherr & Co
Massachusetts
$944K +$944K +9,621 New
SSWG
254
Seven Springs Wealth Group
Tennessee
$943K +$943K +9,618 New
BO
255
BRR OpCo
Ohio
$933K +$148K +1,510 +19%
FTS
256
Fifth Third Securities
Ohio
$931K +$29.3K +299 +3%
AOWM
257
Alpha Omega Wealth Management
Virginia
$930K +$392 +4 +0%
WA
258
WBH Advisory
Maryland
$901K +$382K +3,903 +74%
FI
259
FormulaFolio Investments
Michigan
$897K -$6.05M -61,688 -87%
APC
260
Aspire Private Capital
North Carolina
$868K -$122K -1,240 -12%
DC
261
Derby & Company
Massachusetts
$860K +$70.5K +719 +9%
Federated Hermes
262
Federated Hermes
Pennsylvania
$843K +$843K +8,598 New
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$842K -$11.5K -117 -1%
OPS
264
Orion Portfolio Solutions
Nebraska
$842K +$842K +8,588 New
SWA
265
SFMG Wealth Advisors
Texas
$807K -$173K -1,761 -18%
AWA
266
Arete Wealth Advisors
Illinois
$806K +$52.9K +539 +7%
QCM
267
Quest Capital Management
Texas
$805K -$39.7K -405 -5%
ADL
268
Asset Dedication LLC
California
$795K
SMFS
269
Squar Milner Financial Services
California
$794K -$723K -7,368 -48%
EFS
270
Essex Financial Services
Connecticut
$792K +$65.9K +672 +9%
SS
271
Simplicity Solutions
Minnesota
$788K +$446K +4,544 +130%
IWA
272
Inspirion Wealth Advisors
Illinois
$786K +$883 +9 +0.1%
PA
273
PSI Advisors
Florida
$783K +$783K +7,989 New
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$768K +$11.5K +117 +2%
HSA
275
HBK Sorce Advisory
Pennsylvania
$758K +$392 +4 +0.1%