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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 %
HCP
26
Holt Capital Partners
Texas
$15.3M -$34K -475 -0.2%
DWA
27
Divergent Wealth Advisors
Utah
$15M +$4.57M +63,938 +44%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$15M +$2.93M +40,960 +24%
Fidelity International
29
Fidelity International
Bermuda
$14.9M +$1.33M +18,591 +10%
Creative Planning
30
Creative Planning
Kansas
$13.3M +$12.8M +178,704 +2,376%
TWM
31
Titus Wealth Management
California
$13M +$293K +4,100 +2%
AAS
32
Avantax Advisory Services
Texas
$12.9M +$606K +8,461 +5%
PAG
33
Private Advisor Group
New Jersey
$12.7M -$959K -13,403 -7%
AWM
34
AE Wealth Management
Kansas
$12.3M +$8M +111,822 +187%
WFM
35
Wolff Financial Management
Michigan
$11.7M +$817K +11,412 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$11.6M -$671K -9,383 -5%
CWM
37
Connecticut Wealth Management
Connecticut
$11.6M -$370K -5,172 -3%
RJA
38
Raymond James & Associates
Florida
$10.9M -$910K -12,714 -8%
HB
39
Homrich & Berg
Georgia
$9.35M -$2.24M -31,268 -19%
SFG
40
SNS Financial Group
Minnesota
$8.95M -$3.9M -54,446 -30%
NEAM
41
New England Asset Management
Connecticut
$8.87M +$787K +11,000 +10%
BUB
42
BBVA USA Bancshares
Texas
$8.81M +$34.8K +487 +0.4%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$8.65M -$37K -517 -0.4%
AA
44
Ancora Advisors
Ohio
$8.13M -$341K -4,764 -4%
SS
45
Sunbelt Securities
Texas
$7.93M +$2.74M +32,046 +53%
VCS
46
Vaughan & Co Securities
New Jersey
$7.92M -$321K -4,493 -4%
BFA
47
Beaumont Financial Advisors
Massachusetts
$7.9M -$8.42M -117,631 -52%
Truist Financial
48
Truist Financial
North Carolina
$7.77M -$625K -8,735 -7%
AAP
49
Arax Advisory Partners
Colorado
$7.65M +$815K +11,392 +12%
LF
50
Lantz Financial
Illinois
$7.56M +$1.1M +15,340 +17%
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