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iShares Core High Dividend ETF
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Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Cornerstone Wealth Management
Missouri
$603K -$157M -1,861,342 -100%
AAS
227
Avantax Advisory Services
Texas
$597K +$597K +7,061 New
SWMG
228
Sanchez Wealth Management Group
Florida
$595K -$4.04M -47,842 -87%
V
229
Veritable
Delaware
$593K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$588K -$24.5K -290 -4%
CM
231
Columbus Macro
Pennsylvania
$588K +$588K +6,973 New
SWM
232
SeaCrest Wealth Management
New York
$561K +$591 +7 +0.1%
IC
233
Inscription Capital
Texas
$558K +$558K +6,610 New
TC
234
Trust Company
Kansas
$552K -$101K -1,200 -15%
1IA
235
1834 Investment Advisors
Wisconsin
$543K -$15.5K -184 -3%
MFG
236
Magnus Financial Group
New York
$543K +$543K +6,429 New
PTC
237
Philadelphia Trust Company
Pennsylvania
$541K – – –
SG
238
StoneX Group
New York
$539K +$75.9K +899 +16%
WB
239
WesBanco Bank
West Virginia
$536K – – –
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$527K -$362K -4,283 -41%
BF
241
BOK Financial
Oklahoma
$525K +$122K +1,452 +30%
CAN
242
Claraphi Advisory Network
United States
$520K +$520K +6,162 New
Brown Advisory
243
Brown Advisory
Maryland
$518K +$518K +6,133 New
IDA
244
Intelligence Driven Advisers
California
$518K +$518K +6,144 New
US Bancorp
245
US Bancorp
Minnesota
$513K +$216K +2,560 +73%
PWAP
246
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$496K – – –
BDF
247
Black Diamond Financial
Maryland
$491K +$491K +5,865 New
Prudential Financial
248
Prudential Financial
New Jersey
$482K +$128K +1,528 +36%
NGA
249
Naples Global Advisors
Florida
$481K +$77.8K +905 +19%
HA
250
Hamel Associates
New Jersey
$479K – – –
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