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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
KOMWMG
251
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$653K +$169K +2,357 +35%
Citigroup
252
Citigroup
New York
$648K -$91K -1,272 -12%
Bessemer Group
253
Bessemer Group
New Jersey
$626K +$147K +2,050 +31%
CFGS
254
Concourse Financial Group Securities
Alabama
$624K -$638K -8,907 -51%
SIA
255
Soltis Investment Advisors
Utah
$620K -$201K -2,805 -24%
TA
256
Townsend & Associates
Colorado
$616K +$54.9K +731 +10%
CFO
257
CVA Family Office
Colorado
$615K +$615K +8,593 New
CPSAC
258
Chas P. Smith & Associates (CPS)
Florida
$614K -$263K -3,680 -30%
OPS
259
Orion Portfolio Solutions
Nebraska
$612K -$2.65K -37 -0.4%
QCM
260
Quest Capital Management
Texas
$587K
CPSC
261
Carl P. Sherr & Co
Massachusetts
$582K -$106K -1,481 -15%
EFS
262
Essex Financial Services
Connecticut
$579K +$859 +12 +0.1%
ADL
263
Asset Dedication LLC
California
$565K -$15K -210 -3%
FCFC
264
First Citizens Financial Corp
Iowa
$555K +$27.4K +383 +5%
FCA
265
FinTrust Capital Advisors
South Carolina
$548K +$52.3K +731 +11%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$542K -$22.9K -317 -4%
IWA
267
Inspirion Wealth Advisors
Illinois
$539K -$34.7K -485 -6%
WA
268
Wealth Alliance
New York
$525K +$525K +7,336 New
SWMG
269
Sanchez Wealth Management Group
Florida
$524K +$13.7K +191 +3%
SXL
270
Summit X LLC
Missouri
$523K +$10.7K +149 +2%
SWA
271
SFMG Wealth Advisors
Texas
$522K -$67.1K -938 -11%
F
272
F3Logic
Minnesota
$521K -$358K -4,996 -41%
PCG
273
Private Capital Group
Connecticut
$521K +$15.5K +216 +3%
WPC
274
White Pine Capital
Minnesota
$519K +$225K +3,146 +77%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$507K +$9.09K +127 +2%