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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
KA
151
Klingman & Associates
New York
$1.39M -$71K -992 -5%
WA
152
Wambolt & Associates
Colorado
$1.38M -$28K -391 -2%
APA
153
American Portfolios Advisors
New York
$1.38M -$33.6K -469 -2%
WA
154
Winfield Associates
Ohio
$1.37M -$880K -12,300 -39%
GGI
155
Godsey & Gibb Inc
Virginia
$1.35M -$97.9K -1,368 -7%
BAC
156
Boys Arnold & Co
North Carolina
$1.35M -$10.7K -150 -0.8%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.34M
CS
158
Credit Suisse
Switzerland
$1.31M +$188K +2,622 +17%
CFA
159
Carroll Financial Associates
North Carolina
$1.3M -$55.8K -780 -4%
FAIM
160
Financial Advocates Investment Management
Washington
$1.29M -$108K -1,505 -8%
IFG
161
Investors Financial Group
Minnesota
$1.29M -$60.5K -846 -4%
CAG
162
Csenge Advisory Group
Florida
$1.28M +$1.28M +17,896 New
TCA
163
Transcend Capital Advisors
New Jersey
$1.27M +$790K +11,042 +165%
SFG
164
Summit Financial Group
West Virginia
$1.26M +$36.5K +510 +3%
WMA
165
Wealth Management Associates
New Jersey
$1.25M +$31.2K +436 +3%
LIM
166
Leavell Investment Management
Alabama
$1.24M -$16.1K -225 -1%
SMFS
167
Squar Milner Financial Services
California
$1.23M +$654K +9,140 +113%
LGWM
168
Litman Gregory Wealth Management
California
$1.2M -$210K -2,936 -15%
UCFA
169
United Capital Financial Advisors
Texas
$1.19M -$10.5K -147 -0.9%
TNB
170
TCF National Bank
South Dakota
$1.19M -$23.6K -330 -2%
RIA
171
Realta Investment Advisors
Delaware
$1.18M +$83.3K +1,164 +8%
KWM
172
Kingsview Wealth Management
Oregon
$1.18M -$18.5K -258 -2%
WC
173
Woodstock Corp
Massachusetts
$1.16M
SF
174
Synovus Financial
Georgia
$1.16M +$783K +10,883 +209%
FP
175
Financial Perspectives
Minnesota
$1.15M +$624K +8,722 +118%