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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 %
SCM
551
Shelton Capital Management
Colorado
– -$262K -2,668 Closed
CAM
552
Claret Asset Management
Quebec, Canada
– -$261K -2,660 Closed
TSS
553
Two Sigma Securities
New York
– -$249K -2,544 Closed
FCI
554
Financial Counselors Inc
Kansas
– -$247K -2,519 Closed
HTI
555
Hikari Tsushin Inc
Japan
– -$237K -2,420 Closed
OBWP
556
O'Brien Wealth Partners
Massachusetts
– -$232K -2,376 Closed
PP
557
PDS Planning
Ohio
– -$233K -2,371 Closed
SIAM
558
Sterling Investment Advisors (Missouri)
Missouri
– -$232K -2,365 Closed
VC
559
Vicus Capital
Pennsylvania
– -$231K -2,360 Closed
ZCA
560
Zeke Capital Advisors
Pennsylvania
– -$230K -2,350 Closed
MPW
561
Monterey Private Wealth
California
– -$230K -2,343 Closed
AIA
562
Avalon Investment & Advisory
Texas
– -$230K -2,342 Closed
TVAMP
563
Tennessee Valley Asset Management Partners
Tennessee
– -$229K -2,339 Closed
MCM
564
Murphy Capital Management
New Jersey
– -$228K -2,330 Closed
EHPM
565
Emery Howard Portfolio Management
California
– -$227K -2,319 Closed
CAM
566
Carret Asset Management
New York
– -$226K -2,306 Closed
CA
567
Calton & Associates
Florida
– -$225K -2,293 Closed
SPA
568
Sentinel Pension Advisors
Massachusetts
– -$223K -2,269 Closed
EIA
569
Eldridge Investment Advisors
New Hampshire
– -$222K -2,268 Closed
BRWM
570
B. Riley Wealth Management
Tennessee
– -$220K -2,243 Closed
AFP
571
Ausdal Financial Partners
Iowa
– -$209K -2,203 Closed
AWM
572
Argent Wealth Management
Massachusetts
– -$214K -2,184 Closed
CAM
573
Crestone Asset Management
Colorado
– -$213K -2,171 Closed
Chevy Chase Trust
574
Chevy Chase Trust
Maryland
– -$211K -2,150 Closed
AIA
575
AIMZ Investment Advisors
California
– -$210K -2,142 Closed
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