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iShares Core High Dividend ETF

514 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 195 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+11
Holders Change %
+2.19%
% of All Funds
9.05%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
41
Increased
173
Reduced
195
Closed
25
Calls
$22.7M
Puts
Net Calls
+$22.7M
Net Calls Change
+$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WAOTB
301
Wealth Advisors of Tampa Bay
Florida
$430K
NCP
302
NexWave Capital Partners
New York
$427K +$427K +4,500 New
TP
303
Tranquility Partners
Tennessee
$426K +$426K +4,489 New
KWM
304
Kingsview Wealth Management
Oregon
$425K -$11K -115 -3%
FMC
305
First Merchants Corp
Indiana
$423K
FWM
306
Frontier Wealth Management
Missouri
$421K -$10.4K -110 -2%
CWS
307
Cypress Wealth Services
California
$416K +$27.4K +289 +7%
WFA
308
Wellspring Financial Advisors
Ohio
$409K -$312K -4,364 -43%
SIA
309
Soltis Investment Advisors
Utah
$407K -$60.9K -642 -13%
CFGS
310
Concourse Financial Group Securities
Alabama
$392K -$30K -316 -7%
HWA
311
HCR Wealth Advisors
California
$387K -$30.8K -325 -7%
DJYG
312
David J. Yvars Group
Florida
$387K +$146K +1,537 +61%
IAIM
313
International Assets Investment Management
Florida
$387K +$194K +2,118 +100%
RBFC
314
Roman Butler Fullerton & Co
Missouri
$384K -$66.6K -694 -15%
LWA
315
Lowe Wealth Advisors
Maryland
$380K -$24.4K -257 -6%
MM
316
Meridian Management
Arkansas
$380K
SXL
317
Summit X LLC
Missouri
$377K -$1.61K -17 -0.4%
CAM
318
Covenant Asset Management
New Jersey
$376K -$86.2K -908 -19%
TC
319
Trust Company
Kansas
$375K
SF
320
Synovus Financial
Georgia
$374K +$100K +1,055 +37%
Brown Advisory
321
Brown Advisory
Maryland
$370K -$295K -3,114 -44%
HSA
322
HBK Sorce Advisory
Pennsylvania
$365K -$128K -1,351 -26%
PFS
323
Prospera Financial Services
Texas
$361K -$10.3K -109 -3%
TW
324
TrinityPoint Wealth
Connecticut
$359K
RG
325
Rikoon Group
New Mexico
$356K +$19.3K +204 +6%