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iShares Core High Dividend ETF

491 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
10.78%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.55%
New
40
Increased
210
Reduced
132
Closed
30
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$306K +$37.7K +400 +14%
PP
352
PrairieView Partners
Minnesota
$305K +$305K +3,235 New
CWM
353
Concentrum Wealth Management
California
$302K
WCM
354
WealthBridge Capital Management
Ohio
$296K +$38.5K +409 +15%
SIC
355
Sigma Investment Counselors
Michigan
$290K +$5.37K +57 +2%
FIM
356
Fernwood Investment Management
Massachusetts
$290K +$7.07K +75 +2%
AA
357
Advisory Alpha
Michigan
$286K +$733 +8 +0.3%
HFS
358
Howard Financial Services
Texas
$286K
AFA
359
American Financial Advisors
Georgia
$285K -$189K -2,012 -40%
SCM
360
SOL Capital Management
Maryland
$282K -$23.5K -250 -8%
MWM
361
Marietta Wealth Management
Georgia
$282K +$70.6K +749 +33%
AP
362
Appleton Partners
Massachusetts
$280K
SFA
363
Sequoia Financial Advisors
Ohio
$279K -$112K -1,190 -29%
FIG
364
FundX Investment Group
California
$273K -$25.9M -275,329 -99%
CWP
365
Capital Wealth Planning
Florida
$270K -$147K -1,562 -35%
NAM
366
NorthCoast Asset Management
Connecticut
$269K +$1.04K +11 +0.4%
CHA
367
Carmichael Hill & Associates
Maryland
$265K +$5.37K +57 +2%
LFG
368
LifePlan Financial Group
Ohio
$262K +$19.2K +204 +8%
CA
369
Calton & Associates
Florida
$260K +$19K +202 +8%
CAM
370
Concorde Asset Management
Michigan
$258K -$11.1K -118 -4%
NHC
371
Nicholas Hoffman & Company
Georgia
$258K
NEGWA
372
New England Guild Wealth Advisors
Connecticut
$257K
LWM
373
Liberty Wealth Management
California
$255K +$26.9K +285 +12%
SF
374
Synovus Financial
Georgia
$255K +$99.2K +1,055 +64%
CS
375
Credit Suisse
Switzerland
$254K -$611K -6,490 -71%