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iShares Core High Dividend ETF

558 hedge funds and large institutions have $3.22B invested in iShares Core High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 201 increasing their positions, 147 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
+67
Holders Change %
+13.65%
% of All Funds
11.02%
Holding in Top 10
31
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+24%
% of All Funds
0.61%
New
100
Increased
201
Reduced
147
Closed
27
Calls
$547K
Puts
Net Calls
+$547K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$314M +$9.81M +99,994 +3%
Morgan Stanley
2
Morgan Stanley
New York
$244M +$9.76M +99,496 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$174M +$6.26M +63,880 +4%
UBS Group
4
UBS Group
Switzerland
$152M +$5.68M +57,885 +4%
Ameriprise
5
Ameriprise
Minnesota
$139M -$6.69M -68,208 -5%
LPL Financial
6
LPL Financial
California
$125M +$9.81M +100,055 +9%
Wells Fargo
7
Wells Fargo
California
$124M +$5.63M +57,445 +5%
SAM
8
Securian Asset Management
Minnesota
$118M +$2.47M +25,200 +2%
BlackRock
9
BlackRock
New York
$96.8M -$1.34M -13,615 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$79.4M +$34.1K +348 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$59.7M +$1.82M +18,516 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$51.1M +$11.1M +112,947 +28%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$46.6M +$2.78M +28,343 +6%
PFO
14
Pathstone Family Office
New Jersey
$40.8M +$176K +179 +0.4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$40.6M -$11.5M -117,259 -22%
LIA
16
LBMC Investment Advisors
Tennessee
$40.5M +$232K +2,366 +0.6%
WBG
17
Wharton Business Group
Pennsylvania
$39M -$1.22M -12,420 -3%
SC
18
Stratford Consulting
Texas
$37.1M -$509K -5,187 -1%
SPIA
19
Steward Partners Investment Advisory
New York
$27.4M +$6.06M +61,747 +28%
CP
20
Corbenic Partners
Pennsylvania
$25.2M +$25.2M +257,380 New
BFA
21
Beaumont Financial Advisors
Massachusetts
$22.4M -$245K -2,503 -1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$22.1M +$1.52M +15,719 +7%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$21.8M
HCP
24
Holt Capital Partners
Texas
$21M -$87.8K -895 -0.4%
AG
25
Advisor Group
Arizona
$21M +$2.88M +29,344 +16%