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iShares Core High Dividend ETF

484 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-17
Holders Change %
-3.39%
% of All Funds
9.95%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.33%
New
46
Increased
132
Reduced
226
Closed
58
Calls
$472K
Puts
Net Calls
+$472K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
151
Summit Financial Group
West Virginia
$1.41M -$13.3K -164 -0.9%
1WA
152
180 Wealth Advisors
Washington
$1.38M -$1.75M -21,009 -56%
WA
153
Winfield Associates
Ohio
$1.38M -$179K -2,200 -11%
DADC
154
D.A. Davidson & Co
Montana
$1.37M -$2M -24,613 -59%
SS
155
Sunbelt Securities
Texas
$1.35M -$6.19M -76,212 -82%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$1.34M
KBFS
157
Kohmann Bosshard Financial Services
Ohio
$1.34M +$107K +1,318 +9%
PA
158
Pinnacle Associates
New York
$1.33M +$466K +5,750 +54%
WANY
159
Wealthspire Advisors (New York)
New York
$1.32M -$726K -8,950 -35%
WC
160
Woodstock Corp
Massachusetts
$1.31M
FHA
161
Flagship Harbor Advisors
Massachusetts
$1.3M +$7.22K +89 +0.6%
LIM
162
Leavell Investment Management
Alabama
$1.29M -$116K -1,430 -8%
SMFS
163
Squar Milner Financial Services
California
$1.28M -$123K -1,512 -9%
BIA
164
Biondo Investment Advisors
Pennsylvania
$1.26M +$63.7K +785 +5%
AFC
165
AFT Forsyth & Company
Florida
$1.25M +$39.4K +486 +3%
PIMG
166
Patriot Investment Management Group
Tennessee
$1.24M
WTC
167
WhitTier Trust Company
Nevada
$1.22M -$4.06K -50 -0.3%
CFA
168
Carroll Financial Associates
North Carolina
$1.19M -$285K -3,519 -19%
PWW
169
Pettyjohn Wood & White
Virginia
$1.16M -$36.5K -450 -3%
SAMC
170
Spectrum Asset Management (California)
California
$1.16M -$10.1K -125 -0.9%
BC
171
Brinker Capital
Pennsylvania
$1.14M -$100K -1,235 -8%
LGWM
172
Litman Gregory Wealth Management
California
$1.14M -$225K -2,770 -17%
EIP
173
Ellis Investment Partners
Pennsylvania
$1.13M +$13K +160 +1%
VA
174
Valmark Advisers
Ohio
$1.12M -$3.73K -46 -0.3%
HIA
175
Harbor Investment Advisory
Maryland
$1.11M -$41.7K -514 -4%