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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 %
PSI
101
Pinnacle Summer Investments
Virginia
$999K -$68.2K -925 -6%
MA
102
MUFG Americas
New York
$946K +$75.7K +1,060 +9%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$940K -$282K -3,950 -23%
SAG
104
Sterne Agee Group
Alabama
$888K +$140K +1,956 +19%
CCM
105
Coe Capital Management
Illinois
$884K -$92.8K -1,300 -10%
AI
106
Atria Investments
North Carolina
$806K -$16.7M -233,923 -95%
ICAS
107
Investors Capital Advisory Services
Massachusetts
$802K -$416K -5,830 -34%
AEPG
108
American Economic Planning Group
New Jersey
$798K -$16.8M -234,542 -95%
ST
109
Sageworth Trust
Pennsylvania
$736K
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$727K -$13.2K -185 -2%
HF
111
Hoxton Financial
West Virginia
$722K +$186K +2,609 +35%
AWE
112
Avidian Wealth Enterprises
Texas
$672K +$672K +9,397 New
KFS
113
KMS Financial Services
Washington
$651K +$145K +2,024 +29%
RIA
114
Regal Investment Advisors
Michigan
$625K -$35.6K -499 -5%
FSC
115
Fiduciary Services Corp
Georgia
$589K -$64.7K -905 -10%
BP
116
BBR Partners
New York
$571K +$17.9K +250 +3%
HTC
117
Haverford Trust Company
Pennsylvania
$567K +$75K +1,050 +15%
JIP
118
Jaffetilchin Investment Partners
Florida
$560K +$139K +1,951 +33%
HCM
119
Hollencrest Capital Management
California
$543K
CAN
120
Cetera Advisor Networks
California
$502K +$62.8K +878 +14%
SHA
121
Smith Hayes Advisers
Nebraska
$501K
VAM
122
Visionary Asset Management
Texas
$488K -$250K -3,505 -34%
SWM
123
SVA Wealth Management
Wisconsin
$473K +$473K +6,625 New
VFS
124
VSR Financial Services
Kansas
$463K +$18.2K +255 +4%
CNB
125
City National Bank
California
$455K +$112K +1,563 +32%