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iShares Core High Dividend ETF

558 hedge funds and large institutions have $3.22B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+67
Holders Change %
+13.65%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
401
Howard Financial Services
Texas
$302K +$4.12K +42 +1%
SFA
402
Sequoia Financial Advisors
Ohio
$301K +$10.8K +110 +4%
EDRH
403
Edmond de Rothschild Holding
Switzerland
$300K -$84.8K -865 -22%
KPWG
404
KFA Private Wealth Group
Virginia
$300K +$300K +3,058 New
SSWM
405
Smith Salley Wealth Management
North Carolina
$296K -$111K -1,133 -27%
MWM
406
Marietta Wealth Management
Georgia
$296K +$2.16K +22 +0.7%
SCM
407
SOL Capital Management
Maryland
$294K
IC
408
IEQ Capital
California
$293K +$293K +2,992 New
AP
409
Appleton Partners
Massachusetts
$291K
NB
410
NBT Bank
New York
$291K +$291K +2,966 New
VC
411
Veracity Capital
Georgia
$289K +$289K +2,946 New
PPP
412
Private Portfolio Partners
New Jersey
$286K +$25.7K +262 +10%
BJL
413
Brighton Jones LLC
Washington
$283K +$19.6K +200 +7%
NAM
414
NorthCoast Asset Management
Connecticut
$281K +$883 +9 +0.3%
LFG
415
LifePlan Financial Group
Ohio
$273K
VWA
416
Visionary Wealth Advisors
Illinois
$273K +$273K +2,786 New
NHC
417
Nicholas Hoffman & Company
Georgia
$271K +$2.06K +21 +0.8%
UCMOK
418
United Capital Management of KS
Kansas
$270K +$270K +2,754 New
NEGWA
419
New England Guild Wealth Advisors
Connecticut
$267K
CAM
420
Concorde Asset Management
Michigan
$265K -$4.31K -44 -2%
BAAM
421
Baker Avenue Asset Management
California
$264K
CWP
422
Capital Wealth Planning
Florida
$263K -$18.9K -193 -7%
SCM
423
Shelton Capital Management
Colorado
$262K
CAM
424
Claret Asset Management
Quebec, Canada
$261K -$66.7K -680 -20%
FA
425
Faithward Advisors
Pennsylvania
$254K +$254K +2,592 New