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iShares Core High Dividend ETF

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
Net Calls
+$31M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
326
Summit X LLC
Missouri
$351K -$32.7K -339 -9%
TW
327
TrinityPoint Wealth
Connecticut
$351K -$13.5K -140 -4%
FCM
328
Firestone Capital Management
Florida
$348K
HSA
329
HBK Sorce Advisory
Pennsylvania
$347K -$24.5K -254 -7%
NA
330
NewEdge Advisors
Louisiana
$347K -$9.75K -101 -3%
CCM
331
Coldstream Capital Management
Washington
$345K
Lido Advisors
332
Lido Advisors
California
$341K +$38.6K +399 +13%
WA
333
WBH Advisory
Maryland
$331K +$1.07K +11 +0.3%
AIM
334
Anchor Investment Management
South Carolina
$329K +$869 +9 +0.3%
KPWS
335
Kestra Private Wealth Services
Texas
$328K +$71K +735 +28%
PG
336
Patten Group
Tennessee
$324K -$9.75K -101 -3%
WP
337
WealthSource Partners
California
$324K +$4.92K +51 +2%
PWM
338
PRW Wealth Management
Massachusetts
$324K +$324K +3,358 New
SWA
339
Sutton Wealth Advisors
Florida
$324K
MCM
340
MAI Capital Management
Ohio
$321K -$20.7K -215 -6%
CWP
341
CFM Wealth Partners
Texas
$321K -$2.61K -27 -0.8%
LWA
342
Lowe Wealth Advisors
Maryland
$320K -$66.1K -685 -17%
MPW
343
Monterey Private Wealth
California
$320K +$96.8K +1,003 +43%
CIA
344
Capital Investment Advisors
Georgia
$318K +$20K +207 +7%
SWM
345
SeaCrest Wealth Management
New York
$315K -$290 -3 -0.1%
PCM
346
Parsons Capital Management
Rhode Island
$312K -$9.65K -100 -3%
BCM
347
Brookstone Capital Management
Illinois
$308K +$308K +3,172 New
AIM
348
Axiom Investment Management
New York
$306K +$193 +2 +0.1%
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$303K +$2.13K +22 +0.7%
PWMAG
350
Pinnacle Wealth Management Advisory Group
New Jersey
$295K