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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
376
Freedman Financial Associates
Massachusetts
$250K
BRWM
377
B. Riley Wealth Management
Tennessee
$250K +$10K +106 +4%
OC
378
Oppenheimer & Co
New York
$248K -$36.3K -385 -13%
PFA
379
Pettinga Financial Advisors
Indiana
$247K +$49.4K +525 +25%
QAM
380
QCI Asset Management
New York
$244K
ARC
381
Advisor Resource Council
Texas
$244K
AIA
382
AIMZ Investment Advisors
California
$242K +$1.13K +12 +0.5%
CAM
383
Cresset Asset Management
Illinois
$240K -$8.74K -93 -4%
SWA
384
Stratos Wealth Advisors
Ohio
$237K +$37.8K +401 +19%
CAM
385
Carret Asset Management
New York
$236K -$2.36K -25 -1%
WP
386
WealthShield Partners
North Carolina
$232K +$232K +2,459 New
IC
387
IEQ Capital
California
$229K
C
388
Certuity
Florida
$229K +$229K +2,429 New
ZB
389
Zions Bancorporation
Utah
$228K
RTS
390
Round Table Services
New Jersey
$223K
SIAM
391
Sterling Investment Advisors (Missouri)
Missouri
$223K
EHPM
392
Emery Howard Portfolio Management
California
$223K
NHC
393
Nicholas Hoffman & Company
Georgia
$221K
CA
394
CGN Advisors
Kansas
$221K
IA
395
Insight Advisors
Pennsylvania
$221K +$396 +4 +0.2%
SSWM
396
Smith Salley Wealth Management
North Carolina
$219K
WCM
397
WealthBridge Capital Management
Ohio
$219K
TVAMP
398
Tennessee Valley Asset Management Partners
Tennessee
$219K +$219K +2,322 New
OWA
399
Octavia Wealth Advisors
Ohio
$215K -$42.1K -445 -16%
AL
400
Aspiriant LLC
California
$214K