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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 %
Creative Planning
276
Creative Planning
Kansas
$738K -$2.65K -27 -0.4%
FI
277
Financial Insights
Washington
$733K
TA
278
Townsend & Associates
Colorado
$726K +$57.4K +591 +9%
FP
279
Financial Perspectives
Minnesota
$724K +$724K +7,378 New
CWM
280
Calamos Wealth Management
Illinois
$723K +$25.5K +260 +4%
FCFC
281
First Citizens Financial Corp
Iowa
$723K +$723K +7,376 New
RBFC
282
Roman Butler Fullerton & Co
Missouri
$720K -$188K -1,922 -21%
SC
283
Slow Capital
California
$718K +$2.45K +25 +0.3%
SCA
284
Snowden Capital Advisors
New York
$708K -$112K -1,144 -14%
T. Rowe Price Associates
285
T. Rowe Price Associates
Maryland
$706K +$706K +7,200 New
SWMG
286
Sanchez Wealth Management Group
Florida
$700K -$3.34K -34 -0.5%
DWM
287
Dakota Wealth Management
Florida
$699K -$2.06M -20,988 -75%
SXL
288
Summit X LLC
Missouri
$699K +$61.3K +627 +10%
PCG
289
Private Capital Group
Connecticut
$692K -$3.82M -38,967 -85%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$692K -$4.9K -50 -0.7%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$682K -$98.1K -1,000 -13%
FCA
292
FinTrust Capital Advisors
South Carolina
$680K -$209K -2,134 -24%
RFN
293
RDA Financial Network
Iowa
$674K -$5.13K -54 -0.8%
CPIG
294
Chicago Partners Investment Group
Illinois
$669K +$669K +6,831 New
KOMWMG
295
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$664K +$664K +6,767 New
LAM
296
Lapides Asset Management
Connecticut
$657K
Bessemer Group
297
Bessemer Group
New Jersey
$657K +$215K +2,195 +49%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$655K +$115K +1,175 +21%
TCA
299
Transcend Capital Advisors
New Jersey
$655K +$655K +6,677 New
AFM
300
Abbot Financial Management
Massachusetts
$654K +$15.8K +161 +2%