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iShares Core High Dividend ETF

484 hedge funds and large institutions have $2.12B invested in iShares Core High Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 226 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-17
Holders Change %
-3.39%
% of All Funds
9.95%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.33%
New
46
Increased
132
Reduced
226
Closed
58
Calls
$472K
Puts
Net Calls
+$472K
Net Calls Change
-$340K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$216M -$43.7M -538,008 -17%
Morgan Stanley
2
Morgan Stanley
New York
$178M -$13M -160,128 -7%
SAM
3
Securian Asset Management
Minnesota
$99.8M -$11.7M -144,030 -10%
UBS Group
4
UBS Group
Switzerland
$95.5M -$17.8M -218,909 -16%
LPL Financial
5
LPL Financial
California
$84.5M -$14.2M -175,359 -14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$83.1M -$57.2M -704,484 -41%
Wells Fargo
7
Wells Fargo
California
$73.3M -$12.4M -152,432 -14%
Ameriprise
8
Ameriprise
Minnesota
$67.2M -$25.3M -314,322 -27%
M&T Bank
9
M&T Bank
New York
$57.3M -$5.25M -64,676 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$45.6M -$11.6M -142,347 -20%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$41.6M -$3.68M -45,364 -8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.5M +$1.41M +17,424 +4%
BlackRock
13
BlackRock
New York
$34.1M -$32.8M -404,118 -49%
LIA
14
LBMC Investment Advisors
Tennessee
$33.7M -$151K -1,864 -0.4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$31M -$6.71M -82,644 -18%
Creative Planning
16
Creative Planning
Kansas
$26.5M +$11.4M +140,083 +75%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$25.6M +$7.63M +94,000 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.2M -$8.36M -103,060 -25%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23.8M -$26.1M -321,047 -52%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$23M +$3.09M +38,111 +16%
SB
21
Simmons Bank
Arkansas
$22.4M +$1.32M +16,247 +6%
SPIA
22
Steward Partners Investment Advisory
New York
$17.7M -$406 -5 -0%
WBG
23
Wharton Business Group
Pennsylvania
$17.7M -$14.7M -180,875 -45%
Mariner
24
Mariner
Kansas
$16.9M +$9.62M +118,512 +132%
HCP
25
Holt Capital Partners
Texas
$16.8M -$503K -6,200 -3%