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iShares Core High Dividend ETF

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$1.14M +$11.8K +165 +1%
BC
177
Brinker Capital
Pennsylvania
$1.09M -$136K -1,904 -11%
Lido Advisors
178
Lido Advisors
California
$1.09M -$191K -2,662 -15%
PIMG
179
Patriot Investment Management Group
Tennessee
$1.09M -$1K -14 -0.1%
AWM
180
Altium Wealth Management
New York
$1.09M -$44.8K -627 -4%
KBFS
181
Kohmann Bosshard Financial Services
Ohio
$1.09M +$975K +13,623 +851%
WTC
182
WhitTier Trust Company
Nevada
$1.08M -$3.58K -50 -0.3%
AFC
183
AFT Forsyth & Company
Florida
$1.07M -$88.8K -1,241 -8%
BIA
184
Biondo Investment Advisors
Pennsylvania
$1.06M +$21.5K +300 +2%
PWW
185
Pettyjohn Wood & White
Virginia
$1.05M -$358 -5 -0%
SAMC
186
Spectrum Asset Management (California)
California
$1.03M -$2.31M -32,221 -69%
HIA
187
Harbor Investment Advisory
Maryland
$1.02M +$197K +2,759 +24%
HAS
188
HBW Advisory Services
California
$1.01M -$6.33K -81 -0.6%
MSAM
189
Moloney Securities Asset Management
Missouri
$1M +$2.86K +40 +0.3%
VA
190
Valmark Advisers
Ohio
$991K -$34.5K -483 -3%
MAFM
191
Mid Atlantic Financial Management
Pennsylvania
$983K -$196K -2,737 -17%
AW
192
ACG Wealth
Georgia
$980K -$72.1K -1,008 -7%
FAAS
193
First Allied Advisory Services
California
$978K -$272K -3,796 -22%
FG
194
Fiduciary Group
Georgia
$970K +$8.3K +116 +0.9%
EWM
195
Evercore Wealth Management
New York
$964K +$662K +9,245 +219%
RFC
196
Regions Financial Corp
Alabama
$960K -$936K -13,073 -49%
EIP
197
Ellis Investment Partners
Pennsylvania
$952K -$309K -4,494 -25%
NWP
198
Northstar Wealth Partners
Connecticut
$952K +$18.6K +260 +2%
AIP
199
Ahrens Investment Partners
Louisiana
$938K -$982K -13,725 -51%
SC
200
Savant Capital
Illinois
$938K -$563K -7,862 -37%