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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 %
JWCA
76
J.W. Cole Advisors
Florida
$4.08M +$129K +1,601 +3%
COF
77
Capital One Financial
Virginia
$4.03M -$1.73M -21,543 -30%
MCM
78
MV Capital Management
Maryland
$3.93M +$35.6K +442 +0.9%
LNC
79
Lincoln National Corp
Pennsylvania
$3.9M +$283K +3,515 +8%
CCG
80
Chatham Capital Group
Georgia
$3.83M
SFG
81
Sowa Financial Group
Rhode Island
$3.72M -$141K -1,754 -4%
CAL
82
Capital Advisors Ltd
Ohio
$3.7M -$29.2K -363 -0.8%
SDAM
83
Shulman DeMeo Asset Management
New York
$3.7M +$29.3K +364 +0.8%
IWM
84
IHT Wealth Management
Illinois
$3.69M -$180K -2,235 -5%
SPC
85
Sigma Planning Corp
Michigan
$3.59M -$395K -4,907 -10%
PFO
86
Pathstone Family Office
New Jersey
$3.41M +$20K +248 +0.6%
FFG
87
Frisch Financial Group
New York
$3.4M +$61.8K +768 +2%
NA
88
Nottingham Advisors
New York
$3.36M -$264K -3,261 -7%
EPWM
89
Essex Private Wealth Management
Massachusetts
$3.34M +$66.8K +830 +2%
FAM
90
Formidable Asset Management
Ohio
$3.32M -$1.25M -15,482 -27%
HFRG
91
Houlihan Financial Resource Group
Virginia
$3.31M +$3.31M +38,781 New
Citadel Advisors
92
Citadel Advisors
Florida
$3.29M +$641K +7,964 +24%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$3.27M -$364K -4,549 -10%
CAN
94
Cetera Advisor Networks
California
$3.25M -$526K -6,531 -14%
PMG
95
ProVise Management Group
Florida
$3.24M -$66.6K -827 -2%
MIAN
96
Mariner Independent Advisor Network
Kansas
$3.23M +$399K +4,957 +14%
FWP
97
FAS Wealth Partners
Kansas
$3.01M +$32.8K +408 +1%
FA
98
FC Advisory
Pennsylvania
$2.98M +$10.6K +132 +0.4%
CA
99
Cetera Advisors
Colorado
$2.96M -$96.2K -1,195 -3%
SWP
100
Summit Wealth Partners
Florida
$2.93M -$294K -3,658 -9%