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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$993K -$33.7K -418 -3%
RIM
177
Rakuten Investment Management
Japan
$977K +$63.9K +800 +7%
CBFP
178
Cedar Brook Financial Partners
Ohio
$973K -$7.4K -92 -0.8%
OPS
179
Orion Portfolio Solutions
Nebraska
$960K +$272K +3,382 +40%
RFN
180
RDA Financial Network
Iowa
$942K +$395K +4,910 +72%
WWM
181
Western Wealth Management
Colorado
$934K -$67.9K -843 -7%
BA
182
Ballew Advisors
Mississippi
$929K +$10.4K +128 +1%
MAS
183
Madden Advisory Services
Florida
$922K +$18.6K +231 +2%
EW
184
Element Wealth
Mississippi
$922K +$39.8K +495 +5%
WCG
185
Weaver Consulting Group
California
$911K
BWM
186
BCS Wealth Management
Tennessee
$909K -$37.7K -468 -4%
KTC
187
Kistler-Tiffany Companies
Pennsylvania
$909K -$11.1K -138 -1%
CG
188
Colony Group
Massachusetts
$906K +$906K +11,253 New
PP
189
Patten & Patten
Tennessee
$875K +$13.7K +170 +2%
RA
190
RFG Advisory
Alabama
$868K -$130K -1,619 -13%
MHS
191
M Holdings Securities
Oregon
$865K -$40.1K -499 -4%
CS
192
Comerica Securities
Michigan
$856K +$266K +3,300 +45%
KFP
193
KMG Fiduciary Partners
Ohio
$850K -$24.8K -308 -3%
CSIC
194
Clifford Swan Investment Counsel
California
$847K
IFG
195
Investors Financial Group
Minnesota
$832K -$607K -7,538 -42%
HWM
196
Hohimer Wealth Management
Washington
$832K +$102K +1,265 +14%
KOMWMG
197
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$820K +$23.5K +292 +3%
FTS
198
Fifth Third Securities
Ohio
$812K -$162K -2,010 -17%
RJT
199
Raymond James Trust
Florida
$809K -$58.1K -722 -7%
BWP
200
Bernardo Wealth Planning
Pennsylvania
$808K +$219K +2,717 +37%