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iShares Core High Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$13.4M
2
Truist Financial
Truist Financial
North Carolina
+$11.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
4
LPL Financial
LPL Financial
California
+$9.81M
5
Bank of America
Bank of America
North Carolina
+$9.81M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$68.5M
2
Deutsche Bank
Deutsche Bank
Germany
-$33.1M
3
QI
QS Investors
New York
-$20.9M
4
BFG
Bouchey Financial Group
New York
-$17.8M
5
NP
NorthRock Partners
Minnesota
-$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
451
Ausdal Financial Partners
Iowa
$209K – – –
CCM
452
Coe Capital Management
Illinois
$206K -$523K -5,345 -72%
GT
453
Glenview Trust
Kentucky
$205K +$205K +2,089 New
PB
454
Pinnacle Bancorp
Nebraska
$203K +$9.79K +100 +5%
Millennium Management
455
Millennium Management
New York
$203K +$203K +2,067 New
AIP
456
Ameritas Investment Partners
Nebraska
$193K – – –
SSB
457
Sandy Spring Bank
Maryland
$189K -$9.82K -100 -5%
PO
458
Private Ocean
California
$185K – – –
WP
459
WealthShield Partners
North Carolina
$185K – – –
GRP
460
Global Retirement Partners
California
$178K – – –
RCM
461
Rain Capital Management
Oregon
$177K – – –
MRCM
462
M&R Capital Management
New Jersey
$173K -$67.9K -694 -28%
WQ
463
Wealth Quarterback
New Jersey
$160K +$160K +1,629 New
LFG
464
Larson Financial Group
Missouri
$159K -$1.47K -15 -0.9%
KBFS
465
Kohmann Bosshard Financial Services
Ohio
$157K – – –
FCT
466
Family Capital Trust
Massachusetts
$157K – – –
FRA
467
Front Row Advisors
California
$141K – – –
PCIA
468
Prime Capital Investment Advisors
Kansas
$130K +$981 +10 +0.8%
CFD
469
Creative Financial Designs
Indiana
$127K -$39.7K -403 -24%
CL
470
Cabana LLC
Arkansas
$123K +$123K +1,251 New
POIA
471
Pin Oak Investment Advisors
Texas
$121K – – –
BAM
472
Belpointe Asset Management
Nevada
$121K +$121K +1,233 New
RG
473
Retirement Group
California
$120K +$120K +1,220 New
CB
474
Community Bank
New York
$119K – – –
HWA
475
Heritage Wealth Advisors
Virginia
$118K – – –
17 18
19
20 21