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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
101
Capital Advisors Ltd
Ohio
$3.18M -$90.6K -961 -3%
IWM
102
IHT Wealth Management
Illinois
$3.14M -$224K -2,374 -7%
MIAN
103
Mariner Independent Advisor Network
Kansas
$3.1M -$9.24K -98 -0.3%
GM
104
GeoWealth Management
Illinois
$3.06M +$2.81M +29,883 +1,136%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$3.05M -$20.8K -221 -0.7%
TA
106
Townsend & Associates
Colorado
$3.03M +$205K +2,141 +7%
FA
107
FC Advisory
Pennsylvania
$2.95M -$765K -8,120 -21%
CCG
108
Chatham Capital Group
Georgia
$2.88M -$156K -1,650 -5%
EWM
109
Evercore Wealth Management
New York
$2.85M -$354K -3,750 -11%
NFC
110
Northeast Financial Consultants
Connecticut
$2.79M
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$2.75M +$161K +1,710 +6%
SI
112
Stephens Inc
Arkansas
$2.69M -$2.67M -28,299 -50%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$2.54M +$1.44M +15,284 +131%
CFS
114
CRA Financial Services
New Jersey
$2.54M -$124K -1,315 -5%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$2.49M -$22.7K -241 -0.9%
RIA
116
Regal Investment Advisors
Michigan
$2.44M +$34.7K +368 +1%
SFWC
117
Strategic Family Wealth Counselors
New Jersey
$2.43M -$4.15K -44 -0.2%
SFG
118
Summit Financial Group
West Virginia
$2.39M +$97.7K +1,037 +4%
ISWM
119
Independent Solutions Wealth Management
New York
$2.32M -$213K -2,263 -8%
PMG
120
ProVise Management Group
Florida
$2.27M -$77.7K -824 -3%
AA
121
Ancora Advisors
Ohio
$2.26M -$97.8K -1,038 -4%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$2.24M +$280K +2,912 +14%
AI
123
Atria Investments
North Carolina
$2.23M +$2.23M +23,655 New
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$2.17M -$4.81K -51 -0.2%
PA
125
Parallel Advisors
California
$2.12M +$192K +2,039 +10%