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iShares Core High Dividend ETF

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K
Name Holding Trade Value Shares
Change
Shares
Change %
DLCIG
176
D.L. Carlson Investment Group
New Hampshire
$204K
MHS
177
M Holdings Securities
Oregon
$203K -$138K -1,804 -41%
MCM
178
Murphy Capital Management
New Jersey
$202K +$202K +2,640 New
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$196K +$196K +2,566 New
EAMA
180
EFG Asset Management (Americas)
Florida
$191K +$191K +2,500 New
FCCM
181
First City Capital Management
Georgia
$181K
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$175K
KT
183
Kanaly Trust
Texas
$117K -$38.5K -503 -25%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$100K +$31.3K +410 +46%
PIM
185
Parasol Investment Management
Illinois
$77K
KCM
186
Karp Capital Management
California
$75K +$75K +975 New
CFA
187
Carroll Financial Associates
North Carolina
$74K +$33.4K +435 +82%
US Bancorp
188
US Bancorp
Minnesota
$65K
P
189
Palladiem
Pennsylvania
$55K +$55K +725 New
GGPS
190
Gary Goldberg Planning Services
New York
$46K +$46K +604 New
LWA
191
Lenox Wealth Advisors
New York
$44K
FWM
192
Focused Wealth Management
New York
$44K
CG
193
Colony Group
Massachusetts
$42K
ASN
194
Advisory Services Network
Georgia
$42K +$42K +542 New
BAM
195
Brave Asset Management
New Jersey
$40K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$40K
ACS
197
Archford Capital Strategies
Illinois
$38K +$38K +490 New
TSW
198
Thompson Siegel & Walmsley
Virginia
$33K
Bessemer Group
199
Bessemer Group
New Jersey
$31K
SIG
200
Stanford Investment Group
California
$31K +$31K +400 New