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iShares Core High Dividend ETF

180 hedge funds and large institutions have $1.36B invested in iShares Core High Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
21
Increased
68
Reduced
64
Closed
10
Calls
$557K
Puts
$1.18M
Net Calls
-$622K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$3.37M +$398K +5,574 +13%
DS
52
DRW Securities
Illinois
$3.34M +$2.03M +28,447 +155%
HighTower Advisors
53
HighTower Advisors
Illinois
$3.33M -$13.8M -192,730 -81%
BG
54
Bahl & Gaynor
Ohio
$3.29M -$2.09M -29,240 -39%
NAM
55
NTV Asset Management
West Virginia
$3.24M +$35.9K +503 +1%
BFA
56
Beaumont Financial Advisors
Massachusetts
$3.17M +$2.53M +35,479 +402%
EWM
57
Evercore Wealth Management
New York
$3.11M
NC
58
NewSquare Capital
Pennsylvania
$3M +$476K +6,665 +19%
NPC
59
National Planning Corporation
California
$2.94M +$265K +3,705 +10%
PIA
60
Peachtree Investment Advisors
Georgia
$2.89M -$248K -3,474 -8%
FBT
61
Founders Bank & Trust
Michigan
$2.8M +$165K +2,304 +6%
MFS
62
MSI Financial Services
Massachusetts
$2.55M -$68.5K -959 -3%
Stifel Financial
63
Stifel Financial
Missouri
$2.5M +$2.5M +34,981 New
WA
64
Winfield Associates
Ohio
$2.48M -$42.9K -600 -2%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$2.42M
LGWM
66
Litman Gregory Wealth Management
California
$2.25M -$324K -4,539 -13%
CPSAC
67
Chas P. Smith & Associates (CPS)
Florida
$2.17M -$90K -1,260 -4%
PAG
68
Private Advisor Group
New Jersey
$2.07M +$273K +3,822 +15%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$2.04M
PI
70
Placemark Investments
Illinois
$2.01M -$5.24M -73,328 -72%
AP
71
Advisors Preferred
Maryland
$1.89M +$1.89M +26,439 New
NFC
72
Northeast Financial Consultants
Connecticut
$1.88M +$180K +2,521 +11%
SC
73
Scotia Capital
Ontario, Canada
$1.86M -$46.4K -650 -2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.79M -$908K -12,712 -34%
SF
75
Synovus Financial
Georgia
$1.72M -$72.8K -1,020 -4%