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iShares Core High Dividend ETF

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$477K +$477K +6,238 New
VFS
152
VSR Financial Services
Kansas
$448K +$219K +2,863 +96%
WB
153
WesBanco Bank
West Virginia
$434K
CPA
154
Court Place Advisors
Maryland
$427K +$68.9K +900 +19%
PCM
155
Parsons Capital Management
Rhode Island
$416K +$9.56K +125 +2%
WT
156
Whittier Trust
California
$405K
Creative Planning
157
Creative Planning
Kansas
$393K +$38.9K +509 +11%
IAS
158
IMA Advisory Services
Colorado
$387K -$53.5K -700 -12%
CBU
159
CIBC Bank USA
Illinois
$349K -$10.4K -136 -3%
SIC
160
Sigma Investment Counselors
Michigan
$349K
AL
161
Aspiriant LLC
California
$345K -$174K -2,277 -34%
NFG
162
Next Financial Group
Texas
$339K +$31.2K +407 +10%
FAAM
163
First Allied Asset Management
California
$338K +$74.7K +965 +28%
SS
164
Simplicity Solutions
Minnesota
$322K +$322K +4,210 New
MM
165
Meridian Management
Arkansas
$306K
RFC
166
Regions Financial Corp
Alabama
$276K +$276K +3,604 New
PWLP
167
Prio Wealth Limited Partnership
Massachusetts
$271K
AIP
168
Ameritas Investment Partners
Nebraska
$265K +$19.1K +250 +8%
WS
169
Wedbush Securities
California
$243K -$5.82K -76 -2%
LNC
170
Lincoln National Corp
Pennsylvania
$236K +$28.3K +370 +14%
Brown Advisory
171
Brown Advisory
Maryland
$228K +$228K +2,976 New
SI
172
SII Investments
Wisconsin
$213K -$64.5K -842 -23%
CI
173
Chartist Inc
California
$212K +$212K +2,777 New
WEC
174
Winslow Evans & Crocker
Massachusetts
$209K +$73.5K +960 +54%
FWM
175
Frontier Wealth Management
Missouri
$205K +$205K +2,680 New