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iShares Core High Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$229M +$219K +3,060 +0.1%
CL
2
Cabana LLC
Arkansas
$199M +$199M +2,380,771 +190,309%
Morgan Stanley
3
Morgan Stanley
New York
$168M -$9.76M -136,396 -5%
FIA
4
Foundations Investment Advisors
Arizona
$131M +$131M +1,898,517 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$124M -$2.98M -41,628 -2%
UBS Group
6
UBS Group
Switzerland
$99.9M -$10.7M -149,936 -10%
SAM
7
Securian Asset Management
Minnesota
$98.3M +$12.5M +174,720 +15%
LPL Financial
8
LPL Financial
California
$87M -$4.25M -59,465 -5%
Ameriprise
9
Ameriprise
Minnesota
$82.1M -$19.1M -266,710 -19%
Wells Fargo
10
Wells Fargo
California
$75.6M -$14.9M -208,283 -16%
BlackRock
11
BlackRock
New York
$59M -$11.7M -162,848 -16%
M&T Bank
12
M&T Bank
New York
$55.1M +$55.1M +770,703 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$50.4M -$7.53M -105,267 -13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$43.9M +$6.68M +93,348 +18%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39.9M -$3.63M -50,666 -8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$33.3M +$3.68M +51,433 +12%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$31.8M -$2.2M -30,695 -6%
LIA
18
LBMC Investment Advisors
Tennessee
$29.8M +$290K +4,058 +1%
WBG
19
Wharton Business Group
Pennsylvania
$28.5M +$75.1K +1,050 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$26.3M +$26.3M +413,019 New
SC
21
Stratford Consulting
Texas
$21.6M -$5.41M -75,595 -20%
SB
22
Simmons Bank
Arkansas
$18.5M +$3.89M +54,386 +27%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$3.12M +43,550 +22%
FMLI
24
Fukoku Mutual Life Insurance
Japan
$15.9M
SPIA
25
Steward Partners Investment Advisory
New York
$15.6M -$4.41M -61,685 -22%