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iShares Core High Dividend ETF

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
201
SEI Investments
Pennsylvania
$242K +$99.8K +1,280 +70%
WEC
202
Winslow Evans & Crocker
Massachusetts
$241K +$20.6K +264 +9%
BRWA
203
B. Riley Wealth Advisors
Florida
$240K +$26.3K +337 +12%
PWLP
204
Prio Wealth Limited Partnership
Massachusetts
$236K -$14.5K -186 -6%
HCM
205
Hengehold Capital Management
Ohio
$235K +$235K +3,010 New
CIA
206
Capital Investment Advisors
Georgia
$225K +$225K +2,890 New
FI
207
FormulaFolio Investments
Michigan
$221K +$221K +2,827 New
FA
208
FDx Advisors
Illinois
$212K +$212K +2,712 New
VC
209
Vicus Capital
Pennsylvania
$206K +$206K +2,639 New
MCM
210
Murphy Capital Management
New Jersey
$203K +$203K +2,615 New
EDRS
211
Edmond de Rothschild (Suisse)
Switzerland
$199K +$54.6K +700 +38%
SF
212
Synovus Financial
Georgia
$179K +$45.7K +585 +34%
Schroder Investment Management Group
213
Schroder Investment Management Group
United Kingdom
$178K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$168K -$36.1K -464 -18%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$165K -$27.3K -350 -14%
NFG
216
Next Financial Group
Texas
$149K +$16.5K +212 +12%
FCCM
217
First City Capital Management
Georgia
$148K
RCA
218
Rowland Carmichael Advisors
Arizona
$143K +$143K +1,837 New
WRM
219
Westport Resources Management
Connecticut
$135K
WA
220
WealthTrust-Arizona
Arizona
$135K +$5.39K +69 +4%
KT
221
Kanaly Trust
Texas
$127K +$8.1K +104 +7%
ASN
222
Advisory Services Network
Georgia
$124K +$113K +1,449 +1,073%
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$123K
CLOS
224
Compagnie Lombard Odier SCmA
Switzerland
$117K -$39K -500 -25%
Barclays
225
Barclays
United Kingdom
$114K