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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
CCMD
351
Cypress Capital Management (Delaware)
Delaware
$278K -$7.16K -100 -3%
HTC
352
Haverford Trust Company
Pennsylvania
$276K -$4.91M -68,562 -95%
DWM
353
Dakota Wealth Management
Florida
$265K -$244K -3,419 -48%
BFG
354
Bouchey Financial Group
New York
$264K -$7.01M -97,920 -96%
SWM
355
SeaCrest Wealth Management
New York
$264K -$3.58K -50 -1%
MWM
356
Merriman Wealth Management
Washington
$264K
JGIA
357
Jackson Grant Investment Advisers
Connecticut
$258K -$358K -4,990 -58%
SFPG
358
Stonebridge Financial Planning Group
Florida
$252K -$5.86K -75 -2%
MWM
359
Marietta Wealth Management
Georgia
$250K +$34K +474 +16%
KCM
360
Karp Capital Management
California
$249K -$5.39M -75,156 -96%
VWA
361
Visionary Wealth Advisors
Illinois
$246K +$46.5K +649 +23%
AIM
362
Axiom Investment Management
New York
$245K +$287 +4 +0.1%
WSTAM
363
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$245K +3,431 New
AIM
364
Anchor Investment Management
South Carolina
$245K +$11.2K +156 +5%
SIC
365
Samalin Investment Counsel
New York
$243K -$122K -1,710 -33%
BPC
366
Banque Pictet & Cie
Switzerland
$243K
PNAA
367
Pictet North America Advisors
Switzerland
$243K
CHA
368
Carmichael Hill & Associates
Maryland
$243K +$17.2K +240 +8%
MSA
369
Marino Stram & Associates
Massachusetts
$241K -$56.4K -787 -19%
IWC
370
Integrated Wealth Concepts
Massachusetts
$240K -$64K -896 -21%
SWA
371
Sutton Wealth Advisors
Florida
$240K
NB
372
NBT Bank
New York
$238K +$26.1K +365 +12%
CIA
373
Capital Investment Advisors
Georgia
$230K -$41.4K -580 -15%
CWM
374
Concentrum Wealth Management
California
$230K
FA
375
Faithward Advisors
Pennsylvania
$230K +$44.7K +626 +24%