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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 %
GWS
476
Glassman Wealth Services
Virginia
$14K +$14K +190 New
CIAS
477
Capital Investment Advisory Services
North Carolina
$13K – – –
FHA
478
First Horizon Advisors
Tennessee
$13K +$13K +184 New
IAS
479
IMA Advisory Services
Colorado
$12K – – –
JCM
480
Jacobi Capital Management
Pennsylvania
$11K -$34.3K -468 -76%
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
Rockefeller Capital Management
482
Rockefeller Capital Management
New York
$11K – – –
SIM
483
Sonora Investment Management
Arizona
$10K – – –
CAL
484
Capital Analysts LLC
Pennsylvania
$10K – – –
EAM
485
Eukles Asset Management
Ohio
$8K – – –
NEIRG
486
New England Investment & Retirement Group
Massachusetts
$8K +$8K +110 New
GEA
487
Glen Eagle Advisors
New Jersey
$7.16K -$859 -12 -11%
SCA
488
Stonebridge Capital Advisors
Minnesota
$7K -$1.75K -25 -20%
GI
489
Gradient Investments
Minnesota
$7K – – –
RWG
490
Regal Wealth Group
California
$7K +$74 +1 +1%
KFI
491
Key Financial Inc
Pennsylvania
$7K +$7K +100 New
TFA
492
Toth Financial Advisory
Virginia
$6K – – –
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
WB
494
Webster Bank
Connecticut
$5K – – –
CP
495
Corbenic Partners
Pennsylvania
$4K -$20.6M -257,330 -100%
IWP
496
IAG Wealth Partners
Wisconsin
$4K – – –
RMC
497
Resources Management Corp
Connecticut
$4K – – –
RIA
498
RPG Investment Advisory
California
$4K +$4K +60 New
DSC
499
Duncker Streett & Co
Missouri
$3K – – –
IFAM
500
Institutional & Family Asset Management
Colorado
$3K +$2.08K +25 +227%
18 19
20
21 22