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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 %
HCP
26
Holt Capital Partners
Texas
$17.1M -$209K -2,220 -1%
TWM
27
Titus Wealth Management
California
$16.9M +$280K +2,974 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$16.5M +$371K +3,931 +2%
AWM
29
AE Wealth Management
Kansas
$16.2M +$9.97M +105,739 +159%
Franklin Resources
30
Franklin Resources
California
$16.2M +$16.1M +171,142 +19,947%
BWM
31
BT Wealth Management
Georgia
$15.9M +$1.38M +14,665 +10%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$13.6M -$13.9M
VCS
33
Vaughan & Co Securities
New Jersey
$13.5M +$531K +5,629 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$13.5M +$370K +3,926 +3%
FA
35
Forefront Analytics
Pennsylvania
$13.2M +$46.5K +493 +0.4%
WBG
36
Wharton Business Group
Pennsylvania
$12.7M -$2.25M -23,850 -15%
HB
37
Homrich & Berg
Georgia
$12.4M -$22.2K -235 -0.2%
PAG
38
Private Advisor Group
New Jersey
$12.3M +$2.51M +26,600 +26%
AAS
39
Avantax Advisory Services
Texas
$12.2M +$70.8K +751 +0.6%
Comerica Bank
40
Comerica Bank
Texas
$11.7M +$2.09M +21,371 +22%
Goldman Sachs
41
Goldman Sachs
New York
$11.7M +$4.2M +44,561 +56%
NEAM
42
New England Asset Management
Connecticut
$11.7M
LF
43
Lantz Financial
Illinois
$10.8M -$154K -1,630 -1%
GSIS
44
Global Strategic Investment Solutions
Arizona
$10.8M
AAP
45
Arax Advisory Partners
Colorado
$10.6M +$180K +1,907 +2%
Two Sigma Investments
46
Two Sigma Investments
New York
$10.1M -$236K -2,500 -2%
BU
47
BBVA USA
Alabama
$9.78M +$717K +7,605 +8%
KAS
48
Kestra Advisory Services
Texas
$9.65M +$3.62M +38,352 +60%
Mariner
49
Mariner
Kansas
$9.35M +$1.47M +15,589 +19%
KFP
50
Keystone Financial Planning
Ohio
$9.33M +$258K +2,732 +3%