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iShares Core High Dividend ETF
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Overview Fund Activity

321 hedge funds and large institutions have $2.46B invested in iShares Core High Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+16
Holders Change %
+5.25%
% of All Funds
8.01%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.52%
New
38
Increased
125
Reduced
97
Closed
19
Calls
$2.78M
Puts
–
Net Calls
+$2.78M
Net Calls Change
+$1.69M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$232M
2
BlackRock
BlackRock
New York
$155M
3
Ameriprise
Ameriprise
Minnesota
$165M
4
FMLI
Fukoku Mutual Life Insurance
Japan
$18.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$6.81M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$0
2
Wells Fargo
Wells Fargo
California
$87.7M
3
WBG
Wharton Business Group
Pennsylvania
$46.6M
4
SMA
Simply Money Advisors
Ohio
$8.91M
5
AIM
Astor Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
226
Paragon Wealth Strategies
Florida
$326K – – –
VKH
227
Virtu KCG Holdings
New York
$324K +$324K +3,893 New
CB
228
Community Bank
New York
$315K -$3.33K -40 -1%
PFS
229
Prospera Financial Services
Texas
$314K +$51.5K +622 +20%
CAM
230
Carret Asset Management
New York
$313K +$1.66K +20 +0.5%
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$313K +$6.07K +73 +2%
HHAA
232
Henry H. Armstrong Associates
Pennsylvania
$309K – – –
Bessemer Group
233
Bessemer Group
New Jersey
$308K +$33.3K +400 +12%
MCM
234
MAI Capital Management
Ohio
$302K +$166 +2 +0.1%
SWA
235
Sutton Wealth Advisors
Florida
$301K – – –
AWM
236
AE Wealth Management
Kansas
$300K -$1.81M -21,822 -86%
CIA
237
Capital Investment Advisors
Georgia
$299K – – –
B
238
Bailard
California
$297K -$703K -8,445 -70%
FWM
239
Frontier Wealth Management
Missouri
$294K – – –
CAM
240
Covenant Asset Management
New Jersey
$294K – – –
SG
241
StoneX Group
New York
$289K +$289K +3,475 New
TD Asset Management
242
TD Asset Management
Ontario, Canada
$287K – – –
SCM
243
Shelton Capital Management
Colorado
$281K +$281K +3,385 New
SF
244
Synovus Financial
Georgia
$278K +$3.41K +41 +1%
CTC
245
Central Trust Company
Missouri
$274K +$28.9K +347 +12%
AP
246
Appleton Partners
Massachusetts
$270K +$39K +470 +17%
SCM
247
SOL Capital Management
Maryland
$270K +$270K +3,250 New
LFG
248
LifePlan Financial Group
Ohio
$269K +$19.4K +233 +8%
CCM
249
Colorado Capital Management
Colorado
$261K – – –
SIC
250
Sigma Investment Counselors
Michigan
$260K +$21.5K +259 +9%
8 9
10
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