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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 %
WS
151
Wedbush Securities
California
$201K -$23.4K -327 -10%
FCCM
152
First City Capital Management
Georgia
$169K -$67.8K -949 -29%
Schroder Investment Management Group
153
Schroder Investment Management Group
United Kingdom
$163K
GC
154
Guggenheim Capital
Illinois
$137K -$7.67K -107 -5%
WEC
155
Winslow Evans & Crocker
Massachusetts
$125K +$30K +420 +32%
PAS
156
Partnervest Advisory Services
California
$93K +$27.2K +382 +41%
MAA
157
Managed Account Advisors
New Jersey
$83K +$83K +1,166 New
PIM
158
Parasol Investment Management
Illinois
$71K -$178K -2,500 -71%
LWA
159
Lenox Wealth Advisors
New York
$41K
FWM
160
Focused Wealth Management
New York
$41K
WA
161
WFG Advisors
Texas
$40K +$25.9K +366 +183%
BFEC
162
Benjamin F. Edwards & Company
Missouri
$37K
BAM
163
Brave Asset Management
New Jersey
$37K +$25.3K +359 +218%
US Bancorp
164
US Bancorp
Minnesota
$36K
TSW
165
Thompson Siegel & Walmsley
Virginia
$30K
Bessemer Group
166
Bessemer Group
New Jersey
$29K
1IC
167
1919 Investment Counsel
Maryland
$28K +$28K +387 New
FIG
168
Fusion Investment Group
Pennsylvania
$27K +$27K +382 New
SFSIG
169
San Francisco Sentry Investment Group
California
$25K
GAM
170
Gemmer Asset Management
California
$19K +$19K +264 New
DAM
171
Delta Asset Management
Tennessee
$18K -$10.8K -150 -38%
Brown Advisory
172
Brown Advisory
Maryland
$18K +$18K +250 New
BCM
173
Blume Capital Management
California
$16K
FNBT
174
FineMark National Bank & Trust
Florida
$9K +$9K +123 New
CFA
175
Carroll Financial Associates
North Carolina
$6K