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iShares Core High Dividend ETF

472 hedge funds and large institutions have $2B invested in iShares Core High Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 197 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-12
Holders Change %
-2.48%
% of All Funds
9.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
32
Increased
148
Reduced
197
Closed
41
Calls
$3.03M
Puts
$2.34M
Net Calls
+$685K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$200M -$14.9M -185,166 -7%
Morgan Stanley
2
Morgan Stanley
New York
$170M -$6.24M -77,584 -4%
SAM
3
Securian Asset Management
Minnesota
$98.4M -$575K -7,150 -0.6%
UBS Group
4
UBS Group
Switzerland
$96.4M +$1.68M +20,867 +2%
LPL Financial
5
LPL Financial
California
$81M -$2.74M -34,081 -3%
Wells Fargo
6
Wells Fargo
California
$71.8M -$948K -11,783 -1%
M&T Bank
7
M&T Bank
New York
$56.8M -$56.6K -703 -0.1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$49.4M +$4.16M +51,727 +9%
Ameriprise
9
Ameriprise
Minnesota
$42.8M -$24.3M -302,456 -36%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$38.3M -$2.95M -36,712 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$37.7M +$532K +6,608 +1%
LIA
12
LBMC Investment Advisors
Tennessee
$34M +$633K +7,869 +2%
BlackRock
13
BlackRock
New York
$33.1M -$753K -9,359 -2%
Creative Planning
14
Creative Planning
Kansas
$27.1M +$838K +10,416 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$26.7M -$4.07M -50,529 -13%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$25.6M -$56.8M -706,229 -69%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$25.4M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$25.3M +$1.75M +21,768 +7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$25.2M +$2.36M +29,311 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$23.3M -$1.7M -21,072 -7%
SB
21
Simmons Bank
Arkansas
$21.9M -$259K -3,220 -1%
SPIA
22
Steward Partners Investment Advisory
New York
$18.1M +$566K +7,038 +3%
HCP
23
Holt Capital Partners
Texas
$16.3M -$404K -5,025 -2%
Mariner
24
Mariner
Kansas
$16.1M -$639K -7,944 -4%
WBG
25
Wharton Business Group
Pennsylvania
$16M -$1.5M -18,655 -9%