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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$396K -$95.6K -1,125 -19%
SSWM
227
Smith Salley Wealth Management
North Carolina
$395K +$25.1K +295 +7%
Bessemer Group
228
Bessemer Group
New Jersey
$383K – – –
CA
229
Clearstead Advisors
Ohio
$381K – – –
VHAM
230
Van Hulzen Asset Management
California
$373K +$8.5K +100 +2%
PG
231
Patten Group
Tennessee
$366K -$27.6K -325 -7%
FHC
232
First Heartland Consultants
Missouri
$365K -$18.9K -223 -5%
I
233
INVST
Indiana
$361K +$361K +4,244 New
MSA
234
Marino Stram & Associates
Massachusetts
$359K +$45K +530 +14%
SWM
235
SVA Wealth Management
Wisconsin
$355K -$221K -2,603 -38%
WA
236
WBH Advisory
Maryland
$353K +$7.13K +84 +2%
NCM
237
New Capital Management
Texas
$352K -$20K -235 -5%
CFD
238
Creative Financial Designs
Indiana
$349K -$3.82M -44,937 -92%
MAM
239
Marquette Asset Management
Minnesota
$349K – – –
WA
240
WealthTrust-Arizona
Arizona
$345K -$40.6K -478 -11%
MM
241
Meridian Management
Arkansas
$340K – – –
NGA
242
Naples Global Advisors
Florida
$336K +$49.5K +583 +17%
PWS
243
Paragon Wealth Strategies
Florida
$334K – – –
HCIA
244
Hochman Cole Investment Advisors
Illinois
$330K -$3.74K -44 -1%
TA
245
Townsend & Associates
Colorado
$328K -$187K -2,207 -36%
SG
246
StoneX Group
New York
$320K -$17.8K -210 -5%
CAM
247
Concorde Asset Management
Michigan
$316K -$33.6K -395 -10%
DWM
248
Darwin Wealth Management
Florida
$311K +$76.1K +903 +32%
SWA
249
Sutton Wealth Advisors
Florida
$308K – – –
CAM
250
Carret Asset Management
New York
$306K -$14.4K -170 -5%
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