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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 %
LWA
301
Lowe Wealth Advisors
Maryland
$421K -$2.01M -28,178 -83%
BDF
302
Black Diamond Financial
Maryland
$420K
IAN
303
Integrated Advisors Network
Texas
$413K +$147K +2,063 +56%
Northern Trust
304
Northern Trust
Illinois
$409K +$127K +1,775 +45%
WFA
305
Wellspring Financial Advisors
Ohio
$409K +$409K +5,723 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$403K -$75.4K -1,053 -16%
RFN
307
RDA Financial Network
Iowa
$382K -$126K -1,757 -25%
FHC
308
First Heartland Consultants
Missouri
$381K +$29.6K +414 +8%
CWS
309
Cypress Wealth Services
California
$371K -$53.3K -745 -13%
CWM
310
Centric Wealth Management
Illinois
$371K +$371K +4,066 New
PCA
311
Providence Capital Advisors
North Carolina
$368K +$46.5K +650 +14%
FWM
312
Frontier Wealth Management
Missouri
$367K +$22.1K +309 +6%
US Bancorp
313
US Bancorp
Minnesota
$366K +$63.1K +882 +21%
KA
314
Kovack Advisors
Florida
$362K +$8.09K +113 +2%
FFN
315
Focus Financial Network
Minnesota
$360K -$3.22K -45 -0.9%
MLIC
316
Mandatum Life Insurance Company
Finland
$358K -$11.4K -160 -3%
FSA
317
Financial Sense Advisors
California
$358K +$358K +5,000 New
PA
318
PSI Advisors
Florida
$351K -$219K -3,073 -38%
JWA
319
JFS Wealth Advisors
Pennsylvania
$351K
WA
320
Wealthstar Advisors
Texas
$347K
FCM
321
Firestone Capital Management
Florida
$345K
PSF
322
Pacific Sun Financial
California
$340K -$3.58K -50 -1%
VHAM
323
Van Hulzen Asset Management
California
$340K +$47.6K +666 +16%
MCM
324
MAI Capital Management
Ohio
$332K -$13.3K -185 -4%
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$331K +$67.3K +940 +26%