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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$2.05M +$1.35M +18,881 +193%
GVAG
127
Great Valley Advisor Group
Delaware
$1.94M +$88K +1,230 +5%
CAC
128
Certified Advisory Corp
Florida
$1.92M +$48.7K +681 +3%
William Blair & Company
129
William Blair & Company
Illinois
$1.92M -$128K -1,787 -6%
CWA
130
Core Wealth Advisors
Florida
$1.87M +$127K +1,773 +7%
WANY
131
Wealthspire Advisors (New York)
New York
$1.8M -$357K -4,986 -17%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$1.79M +$279K +3,904 +19%
EH
133
Equitable Holdings
New York
$1.76M -$232K -3,235 -12%
KFGK
134
Keystone Financial Group (Kentucky)
Kentucky
$1.73M -$46.5K -650 -3%
BIAS
135
Beacon Investment Advisory Services
New Jersey
$1.71M +$42.3K +591 +3%
TNBTD
136
Trustmark National Bank Trust Department
Mississippi
$1.62M -$8.87K -124 -0.5%
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$1.61M -$3.1M
CPA
138
Court Place Advisors
Maryland
$1.61M +$148K +2,075 +10%
EWM
139
EPG Wealth Management
Georgia
$1.6M +$1.57M +21,918 +4,357%
RA
140
RFG Advisory
Alabama
$1.6M -$40K -559 -2%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$1.56M -$530K -7,409 -25%
ECG
142
Edge Capital Group
Georgia
$1.53M -$949K -13,265 -38%
PAS
143
Park Avenue Securities
New York
$1.52M +$272K +3,796 +22%
FAN
144
Financial Advisors Network
California
$1.5M +$137K +1,917 +10%
ISWM
145
Independent Solutions Wealth Management
New York
$1.49M +$83.6K +1,169 +6%
DC
146
Derby & Company
Massachusetts
$1.45M +$823K +11,501 +131%
MGI
147
MayTech Global Investments
New York
$1.43M
GWM
148
Geneos Wealth Management
Colorado
$1.42M +$47K +671 +3%
KTC
149
Kistler-Tiffany Companies
Pennsylvania
$1.41M
LDFR
150
Lehman & Derafelo Financial Resources
Pennsylvania
$1.39M -$23.5K -328 -2%