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iShares Core High Dividend ETF

378 hedge funds and large institutions have $2.31B invested in iShares Core High Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 122 increasing their positions, 131 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
8.66%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
34
Increased
122
Reduced
131
Closed
19
Calls
$371K
Puts
$462K
Net Calls
-$91K
Net Calls Change
-$540K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$194M -$11.1M -122,964 -5%
Morgan Stanley
2
Morgan Stanley
New York
$187M +$14.8M +163,265 +9%
Ameriprise
3
Ameriprise
Minnesota
$181M +$6.09M +47,691 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$164M -$4.49M -49,547 -3%
UBS Group
5
UBS Group
Switzerland
$106M -$5.05M -55,762 -5%
SAM
6
Securian Asset Management
Minnesota
$98.8M +$1.18M +13,000 +1%
LPL Financial
7
LPL Financial
California
$95.4M +$4.88M +53,936 +5%
BlackRock
8
BlackRock
New York
$87.6M -$59.8M -660,660 -41%
Wells Fargo
9
Wells Fargo
California
$77.1M -$1.22M -13,502 -2%
M&T Bank
10
M&T Bank
New York
$65.1M -$2.56M -28,298 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$59.3M +$423K +4,673 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$45.4M -$6.97M -76,940 -13%
WBG
13
Wharton Business Group
Pennsylvania
$44M -$101K -1,110 -0.2%
LIA
14
LBMC Investment Advisors
Tennessee
$35.2M -$1.62M -17,914 -4%
SC
15
Stratford Consulting
Texas
$34.9M +$415K +4,579 +1%
Deutsche Bank
16
Deutsche Bank
Germany
$32M
RJFSA
17
Raymond James Financial Services Advisors
Florida
$29.3M +$1.21M +13,333 +4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$27.3M -$1.6M -17,623 -6%
CWM
19
Cornerstone Wealth Management
Missouri
$21.6M +$9.68M +837,357 +81%
Fidelity International
20
Fidelity International
Bermuda
$20.8M -$2.29M -25,286 -10%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$20.1M
HCP
22
Holt Capital Partners
Texas
$19.2M +$250K +2,765 +1%
SPIA
23
Steward Partners Investment Advisory
New York
$17.9M +$17.7M +195,004 +6,412%
OIM
24
Opus Investment Management
Massachusetts
$17.6M
DWM
25
Destination Wealth Management
California
$17M -$1.16M -12,783 -6%