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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 %
GTAM
426
Global Trust Asset Management
Florida
$32K
EWM
427
Endurance Wealth Management
Rhode Island
$31K
BAM
428
Bellevue Asset Management
Washington
$30K
ACA
429
Aptus Capital Advisors
Alabama
$30K +$13.2K +168 +78%
AWM
430
AllSquare Wealth Management
New York
$29K
HWM
431
HighMark Wealth Management
Minnesota
$27K +$327 +4 +1%
DZ Bank
432
DZ Bank
Germany
$26K
NNP
433
Nachman Norwood & Parrott
South Carolina
$25K +$25K +306 New
SIC
434
Salem Investment Counselors
North Carolina
$24K
ONST
435
Old North State Trust
North Carolina
$21K +$21K +262 New
RCA
436
Rowland Carmichael Advisors
Arizona
$20K
GWS
437
Glassman Wealth Services
Virginia
$20K +$20K +243 New
BC
438
Bartlett & Co
Ohio
$19K
RBC
439
Roble Belko & Company
Pennsylvania
$19K
SIS
440
Sound Income Strategies
Florida
$19K
BCWM
441
Bartlett & Co Wealth Management
Ohio
$18.8K
BFEC
442
Benjamin F. Edwards & Company
Missouri
$18K
HNB
443
Huntington National Bank
Ohio
$17K -$17K
CIA
444
Cascade Investment Advisors
Oregon
$16.1K
EDRH
445
Edmond de Rothschild Holding
Switzerland
$16K -$160K -2,000 -91%
LFASL
446
Lugano Financial Advisors SA (LFA)
Switzerland
$16K
Fifth Third Bancorp
447
Fifth Third Bancorp
Ohio
$16K +$2.95K +37 +23%
S
448
SignatureFD
Georgia
$16K +$16K +198 New
IAS
449
IMA Advisory Services
Colorado
$14K
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$14K +178 New