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iShares Core High Dividend ETF

305 hedge funds and large institutions have $2.58B invested in iShares Core High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
7.6%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
31
Increased
120
Reduced
98
Closed
28
Calls
$1.31M
Puts
$219K
Net Calls
+$1.09M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$217M -$38.5M -459,227 -15%
Morgan Stanley
2
Morgan Stanley
New York
$214M -$3.95M -47,134 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$164M -$41M -488,793 -20%
Ameriprise
4
Ameriprise
Minnesota
$153M +$25.7M +306,393 +20%
UBS Group
5
UBS Group
Switzerland
$139M -$48.2M -575,288 -26%
BlackRock
6
BlackRock
New York
$129M +$53.5M +637,558 +70%
Wells Fargo
7
Wells Fargo
California
$118M +$12.3M +146,279 +12%
LPL Financial
8
LPL Financial
California
$82.1M -$962K -11,479 -1%
SAM
9
Securian Asset Management
Minnesota
$75.1M +$3.1M +36,970 +4%
WBG
10
Wharton Business Group
Pennsylvania
$74.5M +$10.5M +125,170 +16%
NLI
11
Nippon Life Insurance
Japan
$68.8M
Fidelity International
12
Fidelity International
Bermuda
$58.3M +$5.49M +65,416 +10%
M&T Bank
13
M&T Bank
New York
$53.6M -$2.16M -25,753 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$51.4M +$2.64M +31,516 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$50.7M -$2.91M -34,705 -5%
QI
16
QS Investors
New York
$47.3M -$3.04M -36,219 -6%
SAM
17
Sentinel Asset Management
Vermont
$37.8M
LIA
18
LBMC Investment Advisors
Tennessee
$36.4M +$709K +8,449 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$36.1M -$3.82M -45,585 -10%
SMA
20
Simply Money Advisors
Ohio
$33.9M -$13.5M -160,528 -28%
SC
21
Stratford Consulting
Texas
$31.3M +$554K +6,609 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$26.4M +$2.09M +24,975 +9%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$18M -$264K -3,152 -1%
PAG
24
Private Advisor Group
New Jersey
$18M +$975K +11,617 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17.7M -$404K -4,814 -2%