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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
351
SOL Capital Management
Maryland
$241K
IC
352
IEQ Capital
California
$241K
FCT
353
Family Capital Trust
Massachusetts
$241K
WSTAM
354
Wilbanks Smith & Thomas Asset Management
Virginia
$237K -$47K -585 -17%
CHA
355
Carmichael Hill & Associates
Maryland
$237K +$14.6K +182 +7%
VWA
356
Visionary Wealth Advisors
Illinois
$236K -$14K -174 -6%
EWF
357
Epstein & White Financial
California
$235K -$21.4K -266 -8%
SCA
358
Snowden Capital Advisors
New York
$234K -$23.2K -288 -9%
KPWG
359
KFA Private Wealth Group
Virginia
$233K -$62.8K -781 -21%
CAG
360
Csenge Advisory Group
Florida
$230K -$2.34M -29,022 -91%
NAM
361
NorthCoast Asset Management
Connecticut
$229K -$11.9K -148 -5%
AA
362
Advisory Alpha
Michigan
$228K +$572 +7 +0.3%
MPW
363
Monterey Private Wealth
California
$224K +$224K +2,789 New
WCM
364
WealthBridge Capital Management
Ohio
$223K +$563 +7 +0.3%
MWM
365
Minot Wealth Management
Massachusetts
$219K
CAM
366
Cresset Asset Management
Illinois
$219K +$219K +2,725 New
FAAS
367
First Allied Advisory Services
California
$218K -$113K -1,402 -34%
SFA
368
Sequoia Financial Advisors
Ohio
$218K
PP
369
PDS Planning
Ohio
$218K +$7.15K +89 +3%
SIC
370
Sigma Investment Counselors
Michigan
$217K -$342K -4,264 -61%
BAAM
371
Baker Avenue Asset Management
California
$217K
SSWM
372
Smith Salley Wealth Management
North Carolina
$215K -$9.97K -124 -4%
FIM
373
Fernwood Investment Management
Massachusetts
$215K
EWM
374
Empirical Wealth Management
Washington
$212K +$212K +2,635 New
SIC
375
Samalin Investment Counsel
New York
$209K -$66.7K -827 -24%