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iShares Core High Dividend ETF

491 hedge funds and large institutions have $3.04B invested in iShares Core High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 210 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
10.78%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.55%
New
40
Increased
210
Reduced
132
Closed
30
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
-$853K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$292M +$26.5M +281,267 +10%
Morgan Stanley
2
Morgan Stanley
New York
$225M +$11.5M +122,439 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$161M +$2.9M +30,801 +2%
UBS Group
4
UBS Group
Switzerland
$140M -$740K -7,862 -0.5%
Ameriprise
5
Ameriprise
Minnesota
$140M -$18.7M -198,770 -12%
Wells Fargo
6
Wells Fargo
California
$114M +$7.45M +79,112 +7%
LPL Financial
7
LPL Financial
California
$111M +$7.78M +82,660 +8%
SAM
8
Securian Asset Management
Minnesota
$111M +$2.77M +29,375 +3%
BlackRock
9
BlackRock
New York
$94.2M -$13.1M -139,165 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$76.2M +$6.48M +68,786 +9%
M&T Bank
11
M&T Bank
New York
$68.5M -$555K -5,897 -0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$55.6M -$8.67M -92,111 -14%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$50M +$18.7M +199,117 +60%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$42.1M +$2.99M +31,759 +8%
LIA
15
LBMC Investment Advisors
Tennessee
$38.6M +$185K +1,970 +0.5%
WBG
16
Wharton Business Group
Pennsylvania
$38.6M +$5.38M +57,140 +16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38.4M +$19.8M +210,163 +106%
SC
18
Stratford Consulting
Texas
$36.1M -$585K -6,218 -2%
QI
19
QS Investors
New York
$34.8M
Deutsche Bank
20
Deutsche Bank
Germany
$33.1M -$215K -2,279 -0.6%
BFG
21
Bouchey Financial Group
New York
$26.6M -$52.4K -556 -0.2%
NP
22
NorthRock Partners
Minnesota
$26.4M +$26.4M +280,212 New
BFA
23
Beaumont Financial Advisors
Massachusetts
$21.7M +$3.2K +34 +0%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$20.9M
SPIA
25
Steward Partners Investment Advisory
New York
$20.5M +$583K +6,192 +3%