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iShares Core High Dividend ETF

512 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-2
Holders Change %
-0.39%
% of All Funds
8.94%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
39
Increased
205
Reduced
167
Closed
31
Calls
$31M
Puts
Net Calls
+$31M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
501
MBM Wealth Consultants
Missouri
$9K
SQA
502
Simon Quick Advisors
New Jersey
$9K +$9K +95 New
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$8K
PWA
504
Phoenix Wealth Advisors
North Carolina
$7K
VNA
505
Valley National Advisers
Pennsylvania
$7K
WWM
506
Wagner Wealth Management
South Carolina
$6K -$5K -50 -45%
EWM
507
Elmwood Wealth Management
California
$6K
LAS
508
Lloyd Advisory Services
Georgia
$5K -$3.15M -32,717 -100%
RMC
509
Resources Management Corp
Connecticut
$5K
BA
510
Bellwether Advisors
Nebraska
$5K +$5K +60 New
DSC
511
Duncker Streett & Co
Missouri
$4K
LGWM
512
Litman Gregory Wealth Management
California
$1.17K -$11.8K -11,840 -91%
IHWM
513
Iron Horse Wealth Management
Iowa
$1K
BBHC
514
Brown Brothers Harriman & Co
New York
$58
WIM
515
Westside Investment Management
California
$11
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
-$3.84M -40,499 Closed
Barclays
517
Barclays
United Kingdom
-$3.13M -32,947 Closed
Citadel Advisors
518
Citadel Advisors
Florida
-$2.69M -28,323 Closed
CI
519
Cavalier Investments
Georgia
-$2.41M -25,358 Closed
GGI
520
Godsey & Gibb Inc
Virginia
-$2.23M -23,515 Closed
MFM
521
Mirsky Financial Management
New York
-$2M -21,030 Closed
CAC
522
Certified Advisory Corp
Florida
-$1.71M -18,018 Closed
PI
523
PFS Investments
Georgia
-$588K -6,200 Closed
SCM
524
SevenOneSeven Capital Management
Pennsylvania
-$565K -5,957 Closed
TVAMP
525
Tennessee Valley Asset Management Partners
Tennessee
-$440K -4,642 Closed