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iShares Core High Dividend ETF
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Overview Fund Activity

501 hedge funds and large institutions have $2.55B invested in iShares Core High Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 146 increasing their positions, 229 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
-57
Holders Change %
-10.22%
% of All Funds
11.07%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.51%
New
45
Increased
146
Reduced
229
Closed
95
Calls
$816K
Puts
$4K
Net Calls
+$812K
Net Calls Change
+$265K

Top Buyers

1
CL
Cabana LLC
Arkansas
+$199M
2
FIA
Foundations Investment Advisors
Arizona
+$131M
3
M&T Bank
M&T Bank
New York
+$55.1M
4
Creative Planning
Creative Planning
Kansas
+$12.8M
5
SAM
Securian Asset Management
Minnesota
+$12.5M

Top Sellers

1
CP
Corbenic Partners
Pennsylvania
-$20.6M
2
Ameriprise
Ameriprise
Minnesota
-$19.1M
3
QI
QS Investors
New York
-$15.4M
4
Wells Fargo
Wells Fargo
California
-$14.9M
5
BlackRock
BlackRock
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
376
Deutsche Bank
Germany
$230K +$230K +3,221 New
AA
377
Advisory Alpha
Michigan
$227K -$29.2K -370 -11%
TFS
378
Thoroughbred Financial Services
Tennessee
$227K -$27.5K -384 -11%
BCM
379
Bayesian Capital Management
New York
$227K +$227K +3,172 New
SFA
380
Sequoia Financial Advisors
Ohio
$225K +$5.01K +70 +2%
IC
381
Inscription Capital
Texas
$224K -$249K -3,479 -53%
BFA
382
Beacon Financial Advisory
Ohio
$224K -$3.64K -51 -2%
DWM
383
Darwin Wealth Management
Florida
$221K -$41K -574 -16%
KPWG
384
KFA Private Wealth Group
Virginia
$219K +$643 +9 +0.3%
SSWM
385
Smith Salley Wealth Management
North Carolina
$216K – – –
SCM
386
SOL Capital Management
Maryland
$215K – – –
IC
387
IEQ Capital
California
$214K – – –
EWA
388
ERTS Wealth Advisors
Michigan
$211K -$188K -2,625 -47%
VC
389
Veracity Capital
Georgia
$211K – – –
SIC
390
Sigma Investment Counselors
Michigan
$210K -$21.6K -302 -9%
NAM
391
NorthCoast Asset Management
Connecticut
$206K +$1.14K +16 +0.6%
WCM
392
WealthBridge Capital Management
Ohio
$201K -$28.7K -400 -12%
PPP
393
Private Portfolio Partners
New Jersey
$201K -$7.87K -110 -4%
TCM
394
TD Capital Management
Tennessee
$198K +$198K +2,760 New
LWM
395
Liberty Wealth Management
California
$195K +$859 +12 +0.4%
QAM
396
QCI Asset Management
New York
$185K -$71.5K -1,000 -28%
ZB
397
Zions Bancorporation
Utah
$173K – – –
AIC
398
Ameritas Investment Company
Nebraska
$173K +$1.15K +16 +0.7%
CF
399
Centaurus Financial
California
$159K +$6.14K +86 +4%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$157K -$314K -4,378 -67%
14 15
16
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