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iShares Core High Dividend ETF

213 hedge funds and large institutions have $1.86B invested in iShares Core High Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.74%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.3%
New
23
Increased
57
Reduced
97
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFO
201
Tarbox Family Office
California
$24K
BKA
202
Brick & Kyle Associates
Pennsylvania
$24K
IF
203
Ironwood Financial
Arizona
$18K
GWM
204
Gupta Wealth Management
California
$15K
GAM
205
Gemmer Asset Management
California
$14K -$6.01K -82 -30%
PSI
206
Pinnacle Summer Investments
Virginia
$13K -$1.11M -15,350 -99%
SSB
207
Sandy Spring Bank
Maryland
$13K -$35.8K -471 -73%
M
208
MOTCO
Texas
$13K
BCM
209
Blume Capital Management
California
$9K
CA
210
CapWealth Advisors
Tennessee
$4K
FNBT
211
FineMark National Bank & Trust
Florida
$2K -$8.79K -123 -81%
KCPG
212
Kavar Capital Partners Group
Kansas
$1K +$1K +20 New
WBG
213
Wharton Business Group
Pennsylvania
-$18.7M -249,320 Closed
RJFSA
214
Raymond James Financial Services Advisors
Florida
-$7.08M -94,424 Closed
ACM
215
Aviance Capital Management
Florida
-$5.88M -78,424 Closed
CWA
216
Convergent Wealth Advisors
Maryland
-$3.93M -52,460 Closed
Credit Agricole
217
Credit Agricole
France
-$870K -11,595 Closed
ACM
218
Argentus Capital Management
Texas
-$790K -10,537 Closed
SG Americas Securities
219
SG Americas Securities
New York
-$712K -9,500 Closed
FAAM
220
First Allied Asset Management
California
-$481K -6,381 Closed
SS
221
Simplicity Solutions
Minnesota
-$363K -4,841 Closed
Creative Planning
222
Creative Planning
Kansas
-$331K -4,408 Closed
VAM
223
Visionary Asset Management
Texas
-$286K -3,818 Closed
BPC
224
Banque Pictet & Cie
Switzerland
-$228K -3,040 Closed
EAMA
225
EFG Asset Management (Americas)
Florida
-$187K -2,500 Closed