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iShares Core High Dividend ETF

491 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
10.78%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.55%
New
40
Increased
210
Reduced
132
Closed
30
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
451
AllSquare Wealth Management
New York
$34K
MWC
452
MBM Wealth Consultants
Missouri
$34K +$25.5K +269 +299%
CIAS
453
Capital Investment Advisory Services
North Carolina
$32K +$3.43K +36 +12%
JPLA
454
Joseph P. Lucia & Associates
New York
$31K
KWA
455
KCS Wealth Advisory
California
$29.3K +$29.3K +311 New
GSWM
456
Golden State Wealth Management
California
$29K -$474 -5 -2%
CB
457
CNB Bank
Pennsylvania
$29K
BWL
458
Bogart Wealth LLC
Virginia
$28K +$28K +300 New
HGWM
459
Harvest Group Wealth Management
Massachusetts
$28K +$28K +300 New
First Manhattan
460
First Manhattan
New York
$27K
CIR
461
Clear Investment Research
Georgia
$27K +$286 +3 +1%
ONST
462
Old North State Trust
North Carolina
$25K
AIM
463
Advantage Investment Management
Iowa
$25K
IF
464
Ironwood Financial
Arizona
$24K
TSW
465
Thompson Siegel & Walmsley
Virginia
$24K
RCA
466
Rowland Carmichael Advisors
Arizona
$24K
EWM
467
Endurance Wealth Management
Rhode Island
$24K +$2.4K +25 +11%
RBC
468
Roble Belko & Company
Pennsylvania
$22K
SIS
469
Sound Income Strategies
Florida
$22K
BFEC
470
Benjamin F. Edwards & Company
Missouri
$21K
SIM
471
Sonora Investment Management
Arizona
$21K +$10.8K +113 +107%
BC
472
Barnett & Company
Tennessee
$19K
FPFS
473
First Personal Financial Services
North Carolina
$19K
CIA
474
Cascade Investment Advisors
Oregon
$18.8K
CAL
475
Capital Analysts LLC
Pennsylvania
$18K -$7.94K -86 -31%