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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.

New
Increased
Maintained
Reduced
Closed
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 %
FAIM
126
Financial Advocates Investment Management
Washington
$2.02M +$23.3K +247 +1%
GWM
127
Geneos Wealth Management
Colorado
$1.96M -$19.7K -206 -1%
CFA
128
Cahill Financial Advisors
Minnesota
$1.94M +$373K +3,954 +24%
WMA
129
Wealth Management Associates
New Jersey
$1.94M +$133K +1,406 +7%
DF
130
Donoghue Forlines
Massachusetts
$1.87M +$77.2K +819 +4%
IA
131
IFP Advisors
Florida
$1.8M -$15.2K -161 -0.8%
CPA
132
Court Place Advisors
Maryland
$1.74M -$35.4K -375 -2%
RIA
133
Realta Investment Advisors
Delaware
$1.74M +$8.3K +88 +0.5%
SFS
134
Sowell Financial Services
Arkansas
$1.72M +$156K +1,651 +10%
KA
135
Klingman & Associates
New York
$1.71M +$566 +6 +0%
MFA
136
Mayflower Financial Advisors
Massachusetts
$1.67M +$4.18K +43 +0.3%
FAN
137
Financial Advisors Network
California
$1.66M +$48.4K +488 +3%
CCWA
138
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.64M
NFG
139
Nations Financial Group
Iowa
$1.63M +$189 +2 +0%
HI
140
Harbour Investments
Wisconsin
$1.6M +$246K +2,611 +18%
MFG
141
Merit Financial Group
Georgia
$1.6M -$227K -2,411 -12%
DWMG
142
DB Wealth Management Group
California
$1.57M -$21.4K -227 -1%
NB
143
Northwest Bancshares
Pennsylvania
$1.57M -$58K -615 -4%
Fidelity International
144
Fidelity International
Bermuda
$1.57M -$2.26K -24 -0.1%
ANTB
145
AMG National Trust Bank
Colorado
$1.54M -$42.4K -450 -3%
RFN
146
RDA Financial Network
Iowa
$1.54M
LWA
147
Lenox Wealth Advisors
New York
$1.53M +$42.4K +450 +3%
WC
148
Woodstock Corp
Massachusetts
$1.53M
LDFR
149
Lehman & Derafelo Financial Resources
Pennsylvania
$1.52M
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$1.52M -$1.56M