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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 %
LSA
501
Lion Street Advisors
Texas
$2K +$2K +25 New
AWA
502
Arkadios Wealth Advisors
Georgia
$1.22K +$286 +4 +31%
WA
503
WBH Advisory
Maryland
$269 -$387 -5,425 -59%
WIM
504
Westside Investment Management
California
$19 +$19 +269 New
QI
505
QS Investors
New York
– -$15.4M -156,989 Closed
B
506
Barings
North Carolina
– -$7.66M -78,125 Closed
TWA
507
Tillar-Wenstrup Advisors
Ohio
– -$5.61M -57,162 Closed
IAA
508
Independent Advisor Alliance
North Carolina
– -$5.04M -51,351 Closed
JWCA
509
J.W. Cole Advisors
Florida
– -$4.8M -48,958 Closed
HP
510
Hikari Power
Japan
– -$3.34M -34,070 Closed
BSAM
511
Blue Sky Asset Management
Colorado
– -$2.91M -29,642 Closed
PPFA
512
Provida Pension Fund Administrator
Chile
– -$2.64M -27,000 Closed
SFWA
513
Summit Financial Wealth Advisors
Louisiana
– -$2.09M -21,856 Closed
RIA
514
Regal Investment Advisors
Michigan
– -$1.85M -18,900 Closed
PFA
515
Pettinga Financial Advisors
Indiana
– -$1.63M -16,625 Closed
PPW
516
Pasadena Private Wealth
California
– -$1.37M -13,995 Closed
PWAP
517
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$1.25M -13,060 Closed
Allianz Asset Management
518
Allianz Asset Management
Germany
– -$1.1M -11,255 Closed
BWA
519
Beam Wealth Advisors
Louisiana
– -$1.07M -10,944 Closed
FI
520
FormulaFolio Investments
Michigan
– -$897K -9,146 Closed
AWA
521
Arete Wealth Advisors
Illinois
– -$806K -8,218 Closed
SC
522
Slow Capital
California
– -$718K -7,318 Closed
T. Rowe Price Associates
523
T. Rowe Price Associates
Maryland
– -$706K -7,200 Closed
LAM
524
Lapides Asset Management
Connecticut
– -$657K -6,700 Closed
AFM
525
Abbot Financial Management
Massachusetts
– -$654K -6,673 Closed
19 20
21
22 23