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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 %
FWM
501
FSA Wealth Management
Massachusetts
$52K +$52K +527 New
EWM
502
EPG Wealth Management
Georgia
$49K +$49K +503 New
SIC
503
Salem Investment Counselors
North Carolina
$48K -$976 -10 -2%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$48K +$11.7K +119 +32%
SFSIG
505
San Francisco Sentry Investment Group
California
$46K
TI
506
tru Independence
Oregon
$46K +$46K +636 New
MF
507
Manchester Financial
California
$45K +$45K +455 New
ETI
508
Enterprise Trust & Investment
California
$44K
NL
509
NVWM LLC
Pennsylvania
$42K -$18.5K -190 -31%
CFG
510
Citizens Financial Group
Rhode Island
$40K +$40K +412 New
BAM
511
Bellevue Asset Management
Washington
$37K +$37K +375 New
AWM
512
AllSquare Wealth Management
New York
$35K
EWM
513
Endurance Wealth Management
Rhode Island
$34K +$9.71K +100 +40%
JPLA
514
Joseph P. Lucia & Associates
New York
$32K
DZ Bank
515
DZ Bank
Germany
$31K +$31K +320 New
MWC
516
MBM Wealth Consultants
Missouri
$30K -$5.31K -54 -15%
HGWM
517
Harvest Group Wealth Management
Massachusetts
$29K
BWL
518
Bogart Wealth LLC
Virginia
$29K
First Manhattan
519
First Manhattan
New York
$28K
CIR
520
Clear Investment Research
Georgia
$28K
KPW
521
Kore Private Wealth
New York
$27K +$27K +276 New
ONST
522
Old North State Trust
North Carolina
$26K
LWM
523
Liberty Wealth Management
California
$26K +$67 +7 +0.3%
HI
524
Hoey Investments
Pennsylvania
$26K +$26K +270 New
RCA
525
Rowland Carmichael Advisors
Arizona
$25K