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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 %
BFG
51
Bouchey Financial Group
New York
$9.97M -$17.8M -181,410 -64%
Stifel Financial
52
Stifel Financial
Missouri
$9.9M -$101K -1,032 -1%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.8M -$5.39M -54,982 -35%
CONA
54
Capital One National Association
New York
$9.77M +$9.77M +99,651 New
Mariner
55
Mariner
Kansas
$9.51M +$785K +8,003 +9%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$9.48M -$1.89M -19,221 -17%
AAP
57
Arax Advisory Partners
Colorado
$9.37M +$92.6K +944 +1%
W
58
WealthOne
New York
$9.35M +$1.01M +10,329 +12%
CA
59
Cetera Advisors
Colorado
$9.23M +$485K +4,948 +6%
LF
60
Lantz Financial
Illinois
$8.86M +$347K +3,535 +4%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.38M -$3.2M -813 -28%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$8.31M +$490K +4,998 +6%
NAM
63
NTV Asset Management
West Virginia
$8.2M +$454K +4,631 +6%
HighTower Advisors
64
HighTower Advisors
Illinois
$8.18M +$852K +8,690 +12%
Two Sigma Investments
65
Two Sigma Investments
New York
$8.15M -$284K -2,900 -3%
KFP
66
Keystone Financial Planning
Ohio
$8.07M +$114K +1,166 +1%
LWP
67
Legacy Wealth Planning
Nevada
$7.91M +$7.91M +80,642 New
KCM
68
Karp Capital Management
California
$7.71M +$438K +4,470 +6%
B
69
Barings
North Carolina
$7.66M -$5.46M -55,665 -42%
MFG
70
Merit Financial Group
Georgia
$7.62M +$3.84M +39,204 +102%
AssetMark Inc
71
AssetMark Inc
California
$7.55M +$279K +2,847 +4%
HTC
72
Haverford Trust Company
Pennsylvania
$7.1M +$51.3K +523 +0.7%
DAS
73
Dynamic Advisor Solutions
Arizona
$7.09M -$561K -5,718 -7%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$6.74M -$90.8K -926 -1%
LFAS
75
Level Four Advisory Services
Texas
$6.7M +$272K +2,772 +4%