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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 %
Renaissance Technologies
526
Renaissance Technologies
New York
– -$647K -6,600 Closed
TD Asset Management
527
TD Asset Management
Ontario, Canada
– -$330K -5,399 Closed
IDA
528
Intelligence Driven Advisers
California
– -$518K -5,280 Closed
MFG
529
Magnus Financial Group
New York
– -$486K -4,956 Closed
PWMAG
530
Pinnacle Wealth Management Advisory Group
New Jersey
– -$481K -4,905 Closed
CGL
531
Clarius Group LLC
Washington
– -$448K -4,606 Closed
RGIA
532
Rainier Group Investment Advisory
Washington
– -$409K -4,175 Closed
PP
533
PagnatoKarp Partners
Virginia
– -$404K -4,119 Closed
HCIA
534
Hochman Cole Investment Advisors
Illinois
– -$401K -4,084 Closed
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
– -$398K -4,070 Closed
PIA
536
Perennial Investment Advisors
California
– -$354K -3,607 Closed
JF
537
JSF Financial
California
– -$353K -3,598 Closed
B
538
Bailard
California
– -$350K -3,570 Closed
Barclays
539
Barclays
United Kingdom
– -$331K -3,375 Closed
GM
540
GeoWealth Management
Illinois
– -$309K -3,154 Closed
HFS
541
Howard Financial Services
Texas
– -$302K -3,076 Closed
FIM
542
Fernwood Investment Management
Massachusetts
– -$302K -3,076 Closed
AP
543
Appleton Partners
Massachusetts
– -$291K -2,970 Closed
BJL
544
Brighton Jones LLC
Washington
– -$283K -2,883 Closed
NHC
545
Nicholas Hoffman & Company
Georgia
– -$271K -2,765 Closed
UCMOK
546
United Capital Management of KS
Kansas
– -$270K -2,754 Closed
NEGWA
547
New England Guild Wealth Advisors
Connecticut
– -$267K -2,727 Closed
CAM
548
Concorde Asset Management
Michigan
– -$265K -2,703 Closed
BAAM
549
Baker Avenue Asset Management
California
– -$264K -2,700 Closed
CWP
550
Capital Wealth Planning
Florida
– -$263K -2,682 Closed
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