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iShares Core High Dividend ETF

389 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 116 increasing their positions, 120 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+62
Holders Change %
+18.96%
% of All Funds
8.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
80
Increased
116
Reduced
120
Closed
18
Calls
$1.15M
Puts
Net Calls
+$1.15M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$16.8M -$1.71M -18,998 -9%
DWM
27
Destination Wealth Management
California
$16.7M +$706K +7,828 +4%
Goldman Sachs
28
Goldman Sachs
New York
$16.6M +$4.53M +50,294 +38%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$16.5M +$59K +655 +0.4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$1.62M +17,982 +13%
TWM
31
Titus Wealth Management
California
$13.5M +$13.5M +150,016 New
HB
32
Homrich & Berg
Georgia
$13.3M -$13K -144 -0.1%
AG
33
Advisor Group
Arizona
$11.8M -$26.7K -296 -0.2%
BUB
34
BBVA USA Bancshares
Texas
$10.8M -$381K -4,223 -3%
RJA
35
Raymond James & Associates
Florida
$10.3M +$833K +9,236 +9%
DWA
36
Divergent Wealth Advisors
Utah
$10.1M +$10.1M +111,801 New
LNC
37
Lincoln National Corp
Pennsylvania
$9.85M +$5.53M +61,371 +128%
NEAM
38
New England Asset Management
Connecticut
$9.74M
BG
39
Bahl & Gaynor
Ohio
$9.63M +$9.63M +106,802 New
MML Investors Services
40
MML Investors Services
Massachusetts
$9.08M +$614K +6,810 +7%
NA
41
Nottingham Advisors
New York
$8.99M +$80.4K +892 +0.9%
CA
42
Cetera Advisors
Colorado
$7.82M +$80.5K +893 +1%
SMA
43
Simply Money Advisors
Ohio
$7.3M -$678K -7,518 -8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$7.26M +$169K +1,871 +2%
DAS
45
Dynamic Advisor Solutions
Arizona
$7.17M +$7.17M +79,564 New
Stifel Financial
46
Stifel Financial
Missouri
$7.14M -$18.4K -204 -0.3%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.11M +$1.04M +11,565 +17%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$7.07M +$1.04M +11,565 +17%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$7.01M -$270 -3 -0%
GT
50
Glenmede Trust
Pennsylvania
$6.87M +$3.53M +39,141 +106%