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iShares Core High Dividend ETF

378 hedge funds and large institutions have $2.31B invested in iShares Core High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
8.66%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
34
Increased
122
Reduced
131
Closed
19
Calls
$371K
Puts
$462K
Net Calls
-$91K
Net Calls Change
-$540K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Advisornet Financial
Minnesota
$760K +$22.6K +250 +3%
IWA
177
Inspirion Wealth Advisors
Illinois
$720K -$10.4K -115 -1%
HSA
178
HBK Sorce Advisory
Pennsylvania
$717K -$136K -1,506 -16%
UCFA
179
United Capital Financial Advisors
Texas
$704K +$24.9K +275 +4%
TC
180
Trust Company
Kansas
$701K -$48K -530 -6%
CCM
181
Coe Capital Management
Illinois
$697K +$381K +4,210 +121%
JGIA
182
Jackson Grant Investment Advisers
Connecticut
$696K +$6.34K +70 +0.9%
RJT
183
Raymond James Trust
Florida
$674K
Lido Advisors
184
Lido Advisors
California
$671K +$110K +1,208 +20%
CFG
185
Citizens Financial Group
Rhode Island
$663K +$653K +7,217 +6,873%
NWP
186
Northstar Wealth Partners
Connecticut
$660K -$10.8K -120 -2%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$657K +$63.4K +700 +11%
ADL
188
Asset Dedication LLC
California
$656K
DC
189
Derby & Company
Massachusetts
$647K +$59.7K +659 +10%
VA
190
Valmark Advisers
Ohio
$645K -$109K -1,199 -14%
PFS
191
Prospera Financial Services
Texas
$642K -$98.4K -1,147 -13%
V
192
Veritable
Delaware
$636K +$2.81K +31 +0.4%
NFG
193
Next Financial Group
Texas
$631K -$830K -9,159 -57%
Creative Planning
194
Creative Planning
Kansas
$631K +$79.7K +880 +14%
QI
195
QS Investors
New York
$619K +$619K +6,940 New
CWS
196
Cypress Wealth Services
California
$614K -$27.5K -304 -4%
BWM
197
BerganKDV Wealth Management
Minnesota
$606K +$34.3K +379 +6%
SWM
198
SeaCrest Wealth Management
New York
$601K +$272 +3 +0%
1IA
199
1834 Investment Advisors
Wisconsin
$600K
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$598K -$1.33M -14,713 -69%