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iShares Core High Dividend ETF

518 hedge funds and large institutions have $2.8B invested in iShares Core High Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
9.1%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
51
Increased
196
Reduced
156
Closed
37
Calls
$19.8M
Puts
$292K
Net Calls
+$19.5M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$1.52M +$42.6K +452 +3%
TNA
152
True North Advisors
Texas
$1.5M +$717K +7,605 +92%
OWA
153
Outlook Wealth Advisors
Texas
$1.49M +$1.49M +15,792 New
SWP
154
Stratos Wealth Partners
Ohio
$1.49M -$172K -1,824 -10%
William Blair & Company
155
William Blair & Company
Illinois
$1.48M -$4.34K -46 -0.3%
1WA
156
180 Wealth Advisors
Washington
$1.48M -$26.5K -273 -2%
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$1.47M +$25.5K +271 +2%
MSAM
158
Moloney Securities Asset Management
Missouri
$1.45M +$219K +2,325 +18%
AFC
159
AFT Forsyth & Company
Florida
$1.42M -$35.9K -381 -2%
APA
160
American Portfolios Advisors
New York
$1.39M -$78.6K -834 -5%
PIMG
161
Patriot Investment Management Group
Tennessee
$1.39M +$19.2K +204 +1%
CFA
162
Carroll Financial Associates
North Carolina
$1.39M +$66.5K +706 +5%
EIP
163
Ellis Investment Partners
Pennsylvania
$1.38M +$13.8K +146 +1%
TCMP
164
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.37M +$452K +4,790 +49%
DADC
165
D.A. Davidson & Co
Montana
$1.37M +$377 +4 +0%
Jane Street
166
Jane Street
New York
$1.36M +$1.36M +14,451 New
KBFS
167
Kohmann Bosshard Financial Services
Ohio
$1.36M -$4.15K -44 -0.3%
WA
168
Wambolt & Associates
Colorado
$1.35M -$47.1K -493 -3%
RWP
169
Ridgecrest Wealth Partners
California
$1.34M -$35.5K -377 -3%
SC
170
Scotia Capital
Ontario, Canada
$1.34M +$114K +1,210 +9%
CS
171
Comerica Securities
Michigan
$1.32M +$367K +3,895 +39%
SS
172
Sunbelt Securities
Texas
$1.28M
PWW
173
Pettyjohn Wood & White
Virginia
$1.28M -$5.37K -57 -0.4%
EW
174
Element Wealth
Mississippi
$1.27M +$2.55K +27 +0.2%
MAS
175
Madden Advisory Services
Florida
$1.26M +$247K +2,618 +24%