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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 %
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$1.64M -$1.73M
DC
127
Derby & Company
Massachusetts
$1.62M -$69.4K -862 -4%
MGI
128
MayTech Global Investments
New York
$1.61M
TA
129
Townsend & Associates
Colorado
$1.6M +$932K +11,280 +139%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.59M -$6.04K -75 -0.4%
RIA
131
Realta Investment Advisors
Delaware
$1.59M +$78K +970 +5%
APA
132
American Portfolios Advisors
New York
$1.58M -$47.5K -590 -3%
SFG
133
Summit Financial Group
West Virginia
$1.55M +$146K +1,817 +10%
NB
134
Northwest Bancshares
Pennsylvania
$1.53M -$60.2K -748 -4%
Fidelity International
135
Fidelity International
Bermuda
$1.53M +$1.45K +18 +0.1%
SFS
136
Sowell Financial Services
Arkansas
$1.53M -$13K -162 -0.8%
FAIM
137
Financial Advocates Investment Management
Washington
$1.51M +$39.8K +494 +3%
ANTB
138
AMG National Trust Bank
Colorado
$1.5M -$35.8K -445 -2%
KA
139
Klingman & Associates
New York
$1.48M -$74.6K -927 -5%
FP
140
Financial Perspectives
Minnesota
$1.46M -$270K -3,358 -16%
WA
141
Wambolt & Associates
Colorado
$1.44M -$105K -1,307 -7%
5L
142
55I LLC
Massachusetts
$1.4M +$1.4M +17,445 New
LDFR
143
Lehman & Derafelo Financial Resources
Pennsylvania
$1.4M -$80.5K -1,000 -5%
RFC
144
Regions Financial Corp
Alabama
$1.4M +$449K +5,579 +47%
FHA
145
Flagship Harbor Advisors
Massachusetts
$1.39M +$101K +1,255 +8%
WMA
146
Wealth Management Associates
New Jersey
$1.39M -$21.9K -272 -2%
DADC
147
D.A. Davidson & Co
Montana
$1.35M -$5.23K -65 -0.4%
SS
148
Sunbelt Securities
Texas
$1.35M +$11.9K +149 +0.9%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.34M
1WA
150
180 Wealth Advisors
Washington
$1.34M -$405 -5 -0%