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iShares Core High Dividend ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.38B invested in iShares Core High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-15
Holders Change %
-3.86%
% of All Funds
8.58%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.41%
New
28
Increased
127
Reduced
135
Closed
39
Calls
$2.06M
Puts
$416K
Net Calls
+$1.65M
Net Calls Change
+$501K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$30.2M
2
Ameriprise
Ameriprise
Minnesota
+$14M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$9.75M
4
PAG
Private Advisor Group
New Jersey
+$9.51M
5
NAM
North American Management
Massachusetts
+$7.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.6M
2
Fidelity International
Fidelity International
Bermuda
-$29M
3
Morgan Stanley
Morgan Stanley
New York
-$21.5M
4
NFG
Noven Financial Group
Colorado
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLIC
226
Mandatum Life Insurance Company
Finland
$436K -$28.7K -340 -6%
GG
227
GenWealth Group
New Jersey
$424K – – –
SMFS
228
Squar Milner Financial Services
California
$419K +$338 +4 +0.1%
CPIA
229
Cornell Pochily Investment Advisors
New York
$416K -$2.02K -24 -0.5%
JWA
230
JFS Wealth Advisors
Pennsylvania
$415K – – –
BF
231
BOK Financial
Oklahoma
$411K -$10.1K -120 -2%
WP
232
WealthSource Partners
California
$409K -$24.2K -286 -6%
CCA
233
Cobblestone Capital Advisors
New York
$404K -$31.7K -375 -7%
FWM
234
Frontier Wealth Management
Missouri
$393K +$48.8K +578 +14%
PG
235
Patten Group
Tennessee
$392K -$1.69K -20 -0.4%
SEI Investments
236
SEI Investments
Pennsylvania
$391K -$67K -793 -15%
CCMD
237
Cypress Capital Management (Delaware)
Delaware
$386K +$55.7K +660 +17%
WA
238
WealthTrust-Arizona
Arizona
$383K +$5.41K +64 +1%
FHC
239
First Heartland Consultants
Missouri
$382K -$98.7K -1,168 -21%
Bessemer Group
240
Bessemer Group
New Jersey
$380K +$67.5K +800 +22%
CA
241
Clearstead Advisors
Ohio
$379K +$3.3K +39 +0.9%
NCM
242
New Capital Management
Texas
$369K -$371K -4,396 -50%
SSWM
243
Smith Salley Wealth Management
North Carolina
$368K – – –
VHAM
244
Van Hulzen Asset Management
California
$362K -$57.9K -686 -14%
CAM
245
Concorde Asset Management
Michigan
$348K +$17.4K +206 +5%
MAM
246
Marquette Asset Management
Minnesota
$347K – – –
WA
247
WBH Advisory
Maryland
$344K +$102K +1,203 +42%
MM
248
Meridian Management
Arkansas
$338K – – –
SG
249
StoneX Group
New York
$336K +$3.89K +46 +1%
PWS
250
Paragon Wealth Strategies
Florida
$332K +$254 +3 +0.1%
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