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iShares Core High Dividend ETF

239 hedge funds and large institutions have $1.81B invested in iShares Core High Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 76 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+20
Holders Change %
+9.13%
% of All Funds
6.28%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
35
Increased
76
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
176
Kovack Advisors
Florida
$291K +$291K +3,963 New
GP
177
Girard Partners
Pennsylvania
$290K +$13.6K +185 +5%
PAS
178
Partnervest Advisory Services
California
$283K -$110K -1,502 -28%
MAM
179
Marquette Asset Management
Minnesota
$274K +$274K +3,732 New
RCWMU
180
Rothschild & Co Wealth Management (UK)
United Kingdom
$273K
CAM
181
Carret Asset Management
New York
$271K +$1.83K +25 +0.7%
PAS
182
Park Avenue Securities
New York
$265K +$265K +3,614 New
EDRH
183
Edmond de Rothschild Holding
Switzerland
$262K +$148K +2,020 +130%
Kayne Anderson Rudnick Investment Management
184
Kayne Anderson Rudnick Investment Management
California
$259K +$37.3K +509 +17%
AL
185
Aspiriant LLC
California
$252K
CBU
186
CIBC Bank USA
Illinois
$248K -$15.6K -212 -6%
PWLP
187
Prio Wealth Limited Partnership
Massachusetts
$236K -$6.16K -84 -3%
CC
188
Capital Counsel
New York
$220K +$220K +3,000 New
WEC
189
Winslow Evans & Crocker
Massachusetts
$208K +$39.3K +536 +23%
BRWA
190
B. Riley Wealth Advisors
Florida
$201K -$193K -2,623 -49%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$193K
NFG
192
NewFocus Financial Group
Washington
$183K +$183K +2,496 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$181K -$203K -2,765 -53%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$167K
CLOS
195
Compagnie Lombard Odier SCmA
Switzerland
$147K
FCCM
196
First City Capital Management
Georgia
$139K -$34.7K -473 -20%
EDRS
197
Edmond de Rothschild (Suisse)
Switzerland
$136K +$22.1K +300 +19%
SEI Investments
198
SEI Investments
Pennsylvania
$134K +$1.84K +25 +1%
WRM
199
Westport Resources Management
Connecticut
$127K -$79.4K -1,082 -38%
SF
200
Synovus Financial
Georgia
$125K +$6.3K +86 +5%