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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
WAOTB
301
Wealth Advisors of Tampa Bay
Florida
$365K
BB
302
Busey Bank
Illinois
$365K +$365K +4,535 New
FMC
303
First Merchants Corp
Indiana
$359K +$359K +4,463 New
CA
304
Clearstead Advisors
Ohio
$358K +$3.86K +48 +1%
CPIG
305
Chicago Partners Investment Group
Illinois
$357K -$146K -1,831 -29%
HWA
306
HCR Wealth Advisors
California
$355K +$806 +10 +0.2%
AIP
307
Ahrens Investment Partners
Louisiana
$347K -$237K -2,950 -41%
OC
308
Oppenheimer & Co
New York
$346K -$21.5K -267 -6%
WP
309
WealthSource Partners
California
$345K +$3.06K +38 +0.9%
VC
310
Vicus Capital
Pennsylvania
$338K +$95.3K +1,185 +39%
TW
311
TrinityPoint Wealth
Connecticut
$336K
FHC
312
First Heartland Consultants
Missouri
$328K +$50.8K +632 +18%
MM
313
Meridian Management
Arkansas
$322K
Lido Advisors
314
Lido Advisors
California
$319K +$9.01K +112 +3%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$319K +$319K +3,967 New
CFA
316
Cahill Financial Advisors
Minnesota
$317K +$23.6K +293 +8%
PG
317
Patten Group
Tennessee
$315K
IWS
318
Insight Wealth Strategies
California
$315K +$3.3K +41 +1%
PCM
319
Parsons Capital Management
Rhode Island
$312K -$2.01K -25 -0.6%
BFA
320
Beacon Financial Advisory
Ohio
$312K +$61.4K +764 +25%
PFS
321
Prospera Financial Services
Texas
$311K -$49.3K -612 -14%
WA
322
WBH Advisory
Maryland
$311K +$8.94K +111 +3%
RG
323
Rikoon Group
New Mexico
$308K +$80 +1 +0%
CAM
324
Covenant Asset Management
New Jersey
$305K +$4.75K +59 +2%
SWM
325
SeaCrest Wealth Management
New York
$294K +$322 +4 +0.1%