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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
51
Beaumont Financial Advisors
Massachusetts
$7.82M -$244K -3,037 -3%
KFP
52
Keystone Financial Planning
Ohio
$7.51M +$483K +5,997 +7%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$7.48M -$17.5K -218 -0.2%
KFA
54
Kelleher Financial Advisors
New York
$7.16M +$7.16M +89 New
AWM
55
AE Wealth Management
Kansas
$7.03M +$40.8K +507 +0.6%
Stifel Financial
56
Stifel Financial
Missouri
$6.51M +$55K +683 +0.9%
JCM
57
Janney Capital Management
Pennsylvania
$6.17M -$633K -7,867 -9%
Truist Financial
58
Truist Financial
North Carolina
$6.11M -$1.32M -16,364 -18%
NAM
59
NTV Asset Management
West Virginia
$5.76M -$287K -3,568 -5%
HighTower Advisors
60
HighTower Advisors
Illinois
$5.67M -$492K -6,121 -8%
LFAS
61
Level Four Advisory Services
Texas
$5.58M +$91.5K +1,137 +2%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$5.56M +$5.36M +66,600 +2,664%
W
63
WealthOne
New York
$5.45M -$696K -8,644 -11%
TFA
64
Teamwork Financial Advisors
Texas
$5.14M +$132K +1,646 +3%
ST
65
Smithfield Trust
Pennsylvania
$4.86M +$557K +6,926 +13%
GB
66
Gunma Bank
Japan
$4.7M +$4.7M +58,400 New
AF
67
Allworth Financial
California
$4.66M -$135K -1,676 -3%
GL
68
Graypoint LLC
New York
$4.66M +$228K +2,837 +5%
FHB
69
First Hawaiian Bank
Hawaii
$4.4M
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$4.36M -$523K -6,557 -11%
NAM
71
North American Management
Massachusetts
$4.35M -$924K -11,487 -18%
SI
72
Stephens Inc
Arkansas
$4.33M +$1.73M +21,466 +66%
JIP
73
Jaffetilchin Investment Partners
Florida
$4.25M +$899K +11,172 +27%
KAS
74
Kestra Advisory Services
Texas
$4.19M +$4.19M +52,222 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$4.15M -$1.03M -12,744 -20%