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iShares Core High Dividend ETF

484 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-17
Holders Change %
-3.39%
% of All Funds
9.95%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.33%
New
46
Increased
132
Reduced
226
Closed
58
Calls
$472K
Puts
Net Calls
+$472K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
326
Cornerstone Wealth Management
Missouri
$324K +$4.3K +53 +1%
MWM
327
Merriman Wealth Management
Washington
$320K +$21.2K +261 +7%
PG
328
Patten Group
Tennessee
$317K
PCM
329
Parsons Capital Management
Rhode Island
$316K -$208K -2,573 -40%
IWS
330
Insight Wealth Strategies
California
$314K -$1.62K -20 -0.5%
Lido Advisors
331
Lido Advisors
California
$313K -$924K -11,386 -75%
RG
332
Rikoon Group
New Mexico
$311K -$58.6K -722 -16%
MIC
333
Means Investment Company
Maine
$306K -$11.5K -135 -4%
WA
334
WBH Advisory
Maryland
$304K -$1.54K -19 -0.5%
CAM
335
Covenant Asset Management
New Jersey
$303K -$31K -382 -9%
KPWG
336
KFA Private Wealth Group
Virginia
$298K +$49.5K +611 +20%
SWM
337
SeaCrest Wealth Management
New York
$296K -$3.25K -40 -1%
JGIA
338
Jackson Grant Investment Advisers
Connecticut
$296K +$3.98K +49 +1%
CFA
339
Cahill Financial Advisors
Minnesota
$296K +$296K +3,645 New
FCM
340
Firestone Capital Management
Florida
$292K -$99K -1,220 -25%
RGIA
341
Rainier Group Investment Advisory
Washington
$290K +$290K +3,575 New
AIM
342
Anchor Investment Management
South Carolina
$288K +$10.6K +131 +4%
WSTAM
343
Wilbanks Smith & Thomas Asset Management
Virginia
$287K +$8.37K +103 +3%
CWM
344
Calamos Wealth Management
Illinois
$286K -$228K -2,812 -44%
KCM
345
Karp Capital Management
California
$282K
FHC
346
First Heartland Consultants
Missouri
$280K -$153K -1,884 -35%
US Bancorp
347
US Bancorp
Minnesota
$278K -$137K -1,692 -33%
AIM
348
Axiom Investment Management
New York
$278K +$244 +3 +0.1%
SIC
349
Samalin Investment Counsel
New York
$277K +$1.05K +13 +0.4%
NB
350
NBT Bank
New York
$276K +$5.28K +65 +2%