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iShares Core High Dividend ETF

214 hedge funds and large institutions have $2.21B invested in iShares Core High Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 21 closing their positions.

Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.71%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
26
Increased
105
Reduced
57
Closed
21
Calls
$405K
Puts
$465K
Net Calls
-$60K
Net Calls Change
+$238K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$517M 6,894,279 +573,655 +9%
Bank of America
2
Bank of America
North Carolina
$140M 1,873,007 +270,419 +17%
Morgan Stanley
3
Morgan Stanley
New York
$124M 1,653,927 +79,553 +5%
NLI
4
Nippon Life Insurance
Japan
$123M 1,642,700
UBS Group
5
UBS Group
Switzerland
$107M 1,427,584 -20,156 -1%
SWA
6
SFMG Wealth Advisors
Texas
$99M 1,319,926 +865,387 +190%
PPFA
7
Provida Pension Fund Administrator
Chile
$94.4M 1,258,790 -393,115 -24%
Wells Fargo
8
Wells Fargo
California
$83.3M 1,110,700 -160,861 -13%
MB
9
Mizuho Bank
Japan
$64.5M 860,000
LPL Financial
10
LPL Financial
California
$63.4M 845,199 +11,789 +1%
Goldman Sachs
11
Goldman Sachs
New York
$58.6M 781,210 +111,465 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$46.9M 625,920 +50,982 +9%
M&T Bank
13
M&T Bank
New York
$42.1M 561,126 +28,844 +5%
BFA
14
Beaumont Financial Advisors
Massachusetts
$30.9M 411,712 +30,976 +8%
LIA
15
LBMC Investment Advisors
Tennessee
$29.3M 390,065 +16,958 +5%
SC
16
Stratford Consulting
Texas
$26.8M 357,785 +846 +0.2%
CP
17
Corbenic Partners
Pennsylvania
$25.8M 344,280 -60,725 -15%
AWA
18
ARS Wealth Advisors
Florida
$23.8M 317,050 +10,364 +3%
AIM
19
Astor Investment Management
Illinois
$22.8M 303,722 -266,614 -47%
SMA
20
Simply Money Advisors
Ohio
$20.1M 268,482 +9,003 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.4M 258,210 +29,842 +13%
WBG
22
Wharton Business Group
Pennsylvania
$18.7M 249,320 +249,320 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.4M 245,914 +133,255 +118%
William Blair & Company
24
William Blair & Company
Illinois
$17.4M 232,505 +74,102 +47%
HB
25
Homrich & Berg
Georgia
$16.4M 218,671 -13,775 -6%