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iShares Core High Dividend ETF

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BT
176
Beacon Trust
New Jersey
$630K +$29.6K +360 +5%
ADL
177
Asset Dedication LLC
California
$623K -$46.2K -562 -7%
UCFA
178
United Capital Financial Advisors
Texas
$617K +$42K +511 +7%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$606K +$242K +3,012 +67%
TH
180
Timber Hill
Connecticut
$582K +$108K +1,311 +23%
IWM
181
Integrated Wealth Management
California
$549K +$30.1K +366 +6%
AAS
182
Annex Advisory Services
Wisconsin
$546K -$54.8K -666 -9%
US Bancorp
183
US Bancorp
Minnesota
$531K -$79.3K -965 -13%
PS
184
Portfolio Solutions
Michigan
$530K -$15.3K -186 -3%
PTC
185
Philadelphia Trust Company
Pennsylvania
$528K
AIM
186
Arcadia Investment Management
Michigan
$520K
AI
187
Atria Investments
North Carolina
$513K +$76.8K +933 +18%
MLIC
188
Mandatum Life Insurance Company
Finland
$502K -$14.7K -179 -3%
WB
189
WesBanco Bank
West Virginia
$497K +$6.08K +74 +1%
CL
190
Choreo LLC
Illinois
$483K
SCA
191
Snowden Capital Advisors
New York
$478K +$478K +5,816 New
Creative Planning
192
Creative Planning
Kansas
$474K -$83.3K -1,013 -15%
TIM
193
Total Investment Management
Arizona
$472K +$472K +5,744 New
FIM
194
Freedom Investment Management
Connecticut
$466K +$236K +2,865 +102%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$463K +$76.6K +933 +20%
CCM
196
Coe Capital Management
Illinois
$457K -$6.17K -75 -1%
WA
197
WealthTrust-Arizona
Arizona
$444K
Northern Trust
198
Northern Trust
Illinois
$443K -$231K -2,808 -34%
AIM
199
Astor Investment Management
Illinois
$438K +$57.8K +703 +15%
WT
200
Whittier Trust
California
$435K