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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 %
KFI
501
Key Financial Inc
Pennsylvania
$9K
POIA
502
Pin Oak Investment Advisors
Texas
$9K
LF
503
Lee Financial
Texas
$9K +$9K +100 New
MWC
504
MBM Wealth Consultants
Missouri
$8K
EVM
505
Eaton Vance Management
Massachusetts
$8K
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$8K
CCM
507
Covington Capital Management
California
$8K +$8K +80 New
VNA
508
Valley National Advisers
Pennsylvania
$7K
PWA
509
Phoenix Wealth Advisors
North Carolina
$7K
WWM
510
Wagner Wealth Management
South Carolina
$6K
RMC
511
Resources Management Corp
Connecticut
$5K
TCWM
512
Total Clarity Wealth Management
Illinois
$5K +$5K +50 New
AWM
513
Avior Wealth Management
Nebraska
$3K +$3K +39 New
Citigroup
514
Citigroup
New York
$2K -$849K -7,217 -100%
FF
515
FourThought Financial
Florida
$2K -$25.7K -360 -93%
SQA
516
Simon Quick Advisors
New Jersey
$1K -$3.75K -75 -79%
DSC
517
Duncker Streett & Co
Missouri
$1K -$2.21K -31 -69%
IHWM
518
Iron Horse Wealth Management
Iowa
$1K
GKWIM
519
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1K +1 New
WIM
520
Westside Investment Management
California
$11
BFG
521
Beacon Financial Group
Texas
-$7.25M -75,925 Closed
JWCA
522
J.W. Cole Advisors
Florida
-$4.76M -49,276 Closed
TWA
523
Tillar-Wenstrup Advisors
Ohio
-$4.56M -47,274 Closed
SDAM
524
Shulman DeMeo Asset Management
New York
-$4.33M -44,853 Closed
PFO
525
Pathstone Family Office
New Jersey
-$4.11M -42,614 Closed