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iShares Core High Dividend ETF

185 hedge funds and large institutions have $1.93B invested in iShares Core High Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
5.37%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.49%
New
15
Increased
90
Reduced
52
Closed
10
Calls
$339K
Puts
$1.13M
Net Calls
-$790K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
151
Barclays
United Kingdom
$243K
AIP
152
Ameritas Investment Partners
Nebraska
$242K +$242K +3,215 New
CCMG
153
Clark Capital Management Group
Pennsylvania
$229K +$13K +173 +6%
VFS
154
VSR Financial Services
Kansas
$225K -$283K -3,754 -56%
LNC
155
Lincoln National Corp
Pennsylvania
$205K +$2.26K +30 +1%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$201K +$201K +2,677 New
DLCIG
157
D.L. Carlson Investment Group
New Hampshire
$200K +$200K +2,660 New
FCCM
158
First City Capital Management
Georgia
$178K
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$172K
CAL
160
Capital Advisors Ltd
Ohio
$157K +$157K +2,089 New
KT
161
Kanaly Trust
Texas
$153K +$153K +2,030 New
WEC
162
Winslow Evans & Crocker
Massachusetts
$133K -$1.05K -14 -0.8%
SCA
163
Strategic Capital Alternatives
United States
$81K +$81K +1,075 New
PIM
164
Parasol Investment Management
Illinois
$75K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$68K -$11.3K -150 -14%
US Bancorp
166
US Bancorp
Minnesota
$65K -$27.3K -362 -30%
LWA
167
Lenox Wealth Advisors
New York
$44K
FWM
168
Focused Wealth Management
New York
$43K
CG
169
Colony Group
Massachusetts
$42K -$30.3K -400 -42%
SFSIG
170
San Francisco Sentry Investment Group
California
$42K +$15.1K +200 +56%
CFA
171
Carroll Financial Associates
North Carolina
$41K +$34.8K +450 +563%
BAM
172
Brave Asset Management
New Jersey
$39K
BFEC
173
Benjamin F. Edwards & Company
Missouri
$39K
TSW
174
Thompson Siegel & Walmsley
Virginia
$32K
Bessemer Group
175
Bessemer Group
New Jersey
$30K