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iShares Core High Dividend ETF

214 hedge funds and large institutions have $2.21B invested in iShares Core High Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.71%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
26
Increased
105
Reduced
57
Closed
21
Calls
$405K
Puts
$465K
Net Calls
-$60K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
151
Sigma Investment Counselors
Michigan
$372K +$29.8K +397 +9%
ASN
152
Advisory Services Network
Georgia
$366K +$325K +4,272 +788%
SS
153
Simplicity Solutions
Minnesota
$363K +$47.3K +631 +15%
NFG
154
Next Financial Group
Texas
$337K +$5.98K +80 +2%
AL
155
Aspiriant LLC
California
$333K -$4.5K -60 -1%
Creative Planning
156
Creative Planning
Kansas
$331K -$55K -733 -14%
MM
157
Meridian Management
Arkansas
$300K
VAM
158
Visionary Asset Management
Texas
$286K -$304K -4,063 -52%
B
159
Baird
Wisconsin
$278K +$278K +3,702 New
CBU
160
CIBC Bank USA
Illinois
$275K -$66.9K -892 -20%
RFC
161
Regions Financial Corp
Alabama
$264K -$5.99K -80 -2%
PWLP
162
Prio Wealth Limited Partnership
Massachusetts
$256K -$8.97K -120 -3%
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$256K +$256K +3,412 New
SI
164
SII Investments
Wisconsin
$248K +$40.3K +539 +19%
FWM
165
Frontier Wealth Management
Missouri
$241K +$39.8K +530 +20%
TRCT
166
Tower Research Capital (TRC)
New York
$239K +$239K +3,193 New
LNC
167
Lincoln National Corp
Pennsylvania
$235K +$4.26K +57 +2%
BPC
168
Banque Pictet & Cie
Switzerland
$228K -$4.85M -64,730 -96%
WEC
169
Winslow Evans & Crocker
Massachusetts
$213K +$8.55K +114 +4%
CAM
170
Carret Asset Management
New York
$211K +$211K +2,820 New
DLCIG
171
D.L. Carlson Investment Group
New Hampshire
$206K +$6.38K +85 +3%
EAMA
172
EFG Asset Management (Americas)
Florida
$187K
FCCM
173
First City Capital Management
Georgia
$177K
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
$170K
SCA
175
Strategic Capital Alternatives
United States
$161K +$161K +2,150 New