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iShares Core High Dividend ETF

374 hedge funds and large institutions have $2.38B invested in iShares Core High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-15
Holders Change %
-3.86%
% of All Funds
8.58%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.41%
New
28
Increased
127
Reduced
135
Closed
39
Calls
$2.06M
Puts
$416K
Net Calls
+$1.65M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
326
Central Trust Company
Missouri
$51K -$205K -2,413 -80%
WP
327
WealthShield Partners
North Carolina
$50K
FWM
328
Focused Wealth Management
New York
$49K
RPG
329
Risk Paradigm Group
Texas
$48.6K
SSB
330
Sandy Spring Bank
Maryland
$46K
BBHC
331
Brown Brothers Harriman & Co
New York
$43K
AIM
332
Arcadia Investment Management
Michigan
$41K
OIA
333
Optimum Investment Advisors
Illinois
$40K +$40K +475 New
JCM
334
Jacobi Capital Management
Pennsylvania
$39K
BFC
335
Bedel Financial Consulting
Indiana
$39K +$39K +460 New
AIA
336
Armor Investment Advisors
North Carolina
$37K
SFSIG
337
San Francisco Sentry Investment Group
California
$36K
TFS
338
TrustCore Financial Services
Tennessee
$35K
AWM
339
AllSquare Wealth Management
New York
$33K
CAL
340
Capital Analysts LLC
Pennsylvania
$28K +$20K +240 +250%
VFA
341
Valeo Financial Advisors
Indiana
$27K
AIM
342
Advantage Investment Management
Iowa
$27K +$2.01K +24 +8%
CB
343
CNB Bank
Pennsylvania
$26K -$17.9K -210 -41%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$22K -$50.7K -600 -70%
WIM
345
Westside Investment Management
California
$21.6K +$166 +2 +0.8%
RCA
346
Rowland Carmichael Advisors
Arizona
$21K -$12.3K -146 -37%
TSW
347
Thompson Siegel & Walmsley
Virginia
$21K
IF
348
Ironwood Financial
Arizona
$21K
RWP
349
RWA Wealth Partners
Massachusetts
$21K +$21K +250 New
RBC
350
Roble Belko & Company
Pennsylvania
$20K