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iShares Core High Dividend ETF

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$71K +$71K +867 New
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$70.7K +$70.7K +860 New
KPCM
278
Kings Point Capital Management
New York
$70K
TFA
279
Transamerica Financial Advisors
Florida
$65K +$14.8K +178 +30%
AIC
280
Ayalon Insurance Company
Israel
$49K
RPG
281
Risk Paradigm Group
Texas
$47.3K +$47.3K +575 New
FWM
282
Focused Wealth Management
New York
$47K
JIC
283
Joel Isaacson & Co
New York
$41K
JCM
284
Jacobi Capital Management
Pennsylvania
$38K
RCA
285
Rowland Carmichael Advisors
Arizona
$33K -$110K -1,316 -77%
Bessemer Group
286
Bessemer Group
New Jersey
$33K
SSB
287
Sandy Spring Bank
Maryland
$29K -$20.7K -250 -42%
BKA
288
Brick & Kyle Associates
Pennsylvania
$27K
AIM
289
Advantage Investment Management
Iowa
$25K
AIM
290
Anchor Investment Management
South Carolina
$21.5K +$8.23K +100 +62%
IF
291
Ironwood Financial
Arizona
$21K
RBC
292
Roble Belko & Company
Pennsylvania
$20K -$10.1K -120 -34%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$19K +$12.7K +150 +200%
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +213 New
SFPIA
295
Stevens First Principles Investment Advisors
California
$17K +$17K +212 New
GEA
296
Glen Eagle Advisors
New Jersey
$16.5K +$16.5K +200 New
FPFS
297
First Personal Financial Services
North Carolina
$16K
M
298
MOTCO
Texas
$15K
WB
299
Webster Bank
Connecticut
$15K +$15K +188 New
LWM
300
LBA Wealth Management
Florida
$14K -$4.64K -58 -25%