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iShares Core High Dividend ETF

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Shares
Change %
SFT
76
Simmons First Trust
Arkansas
$2.27M +$947K +12,379 +71%
UFA
77
US Financial Advisors
Massachusetts
$2.24M +$2.24M +29,311 New
PIA
78
Peachtree Investment Advisors
Georgia
$2.22M -$363K -4,784 -14%
SC
79
Scotia Capital
Ontario, Canada
$2.19M -$79.2K -1,036 -3%
PPA
80
Parametric Portfolio Associates
Washington
$2.14M -$242K -3,159 -10%
NFC
81
Northeast Financial Consultants
Connecticut
$2.11M +$1.84K +24 +0.1%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$2.11M +$450K +5,877 +27%
PWW
83
Pettyjohn Wood & White
Virginia
$2.08M +$638K +8,335 +44%
KFP
84
Keystone Financial Planning
Ohio
$2.03M -$1.85M -24,220 -48%
KTC
85
Kistler-Tiffany Companies
Pennsylvania
$1.97M +$106K +1,380 +6%
HTC
86
Haverford Trust Company
Pennsylvania
$1.88M +$625K +8,173 +50%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$1.87M -$185K -2,418 -9%
VFAM
88
Valley Forge Asset Management
Pennsylvania
$1.86M +$541K +7,065 +41%
TH
89
Timber Hill
Connecticut
$1.85M +$1.85M +24,110 New
AEPG
90
American Economic Planning Group
New Jersey
$1.76M -$4.82K -63 -0.3%
LIM
91
Leavell Investment Management
Alabama
$1.64M +$12.2K +159 +0.7%
FAAS
92
First Allied Advisory Services
California
$1.6M +$366K +4,784 +30%
MA
93
MUFG Americas
New York
$1.59M +$423K +5,530 +36%
TFA
94
Transamerica Financial Advisors
Florida
$1.58M +$1.58M +20,653 New
BT
95
Beacon Trust
New Jersey
$1.49M +$84K +1,098 +6%
HSA
96
HBK Sorce Advisory
Pennsylvania
$1.45M -$424K -5,539 -23%
WTC
97
WhitTier Trust Company
Nevada
$1.42M +$16.8K +220 +1%
IPC
98
Independent Portfolio Consultants
Florida
$1.35M +$1.35M +17,600 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.31M +$738K +9,646 +129%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$1.3M +$855K +11,175 +194%