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iShares Core High Dividend ETF

558 hedge funds and large institutions have $3.22B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+67
Holders Change %
+13.65%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
151
Core Wealth Advisors
Florida
$2.39M +$2.39M +24,347 New
BIAS
152
Beacon Investment Advisory Services
New Jersey
$2.29M +$15.3K +156 +0.7%
RA
153
RFG Advisory
Alabama
$2.25M -$520K -5,300 -19%
TNBTD
154
Trustmark National Bank Trust Department
Mississippi
$2.23M -$49.8K -508 -2%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$2.2M +$1.98M +20,198 +888%
SFWA
156
Summit Financial Wealth Advisors
Louisiana
$2.09M -$37.7K -394 -2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$2.07M +$358K +3,657 +21%
SC
158
Savant Capital
Illinois
$2.06M -$280K -2,855 -12%
CS
159
Comerica Securities
Michigan
$2.03M +$1.09M +11,128 +117%
CPA
160
Court Place Advisors
Maryland
$2M +$64.1K +654 +3%
KA
161
Klingman & Associates
New York
$2M +$490 +5 +0%
GGI
162
Godsey & Gibb Inc
Virginia
$1.99M +$6.57K +67 +0.3%
MGI
163
MayTech Global Investments
New York
$1.96M +$510K +5,200 +35%
APA
164
American Portfolios Advisors
New York
$1.94M +$236K +2,408 +14%
WA
165
Wambolt & Associates
Colorado
$1.93M -$51.7K -527 -3%
LDFR
166
Lehman & Derafelo Financial Resources
Pennsylvania
$1.93M +$294 +3 +0%
LGWM
167
Litman Gregory Wealth Management
California
$1.93M -$1.08K -11 -0.1%
ISWM
168
Independent Solutions Wealth Management
New York
$1.93M +$1.93M +19,683 New
GWM
169
Geneos Wealth Management
Colorado
$1.92M +$90.3K +920 +5%
FAIM
170
Financial Advocates Investment Management
Washington
$1.92M -$8.93K -91 -0.5%
FAN
171
Financial Advisors Network
California
$1.87M -$97.9K -998 -5%
CFA
172
Carroll Financial Associates
North Carolina
$1.86M +$79.7K +813 +4%
BAC
173
Boys Arnold & Co
North Carolina
$1.86M -$101K -1,025 -5%
RIA
174
Regal Investment Advisors
Michigan
$1.85M +$282K +2,873 +18%
IFG
175
Investors Financial Group
Minnesota
$1.85M +$1.85M +18,824 New