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iShares Core High Dividend ETF
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Overview Fund Activity

458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
9.93%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
53
Increased
165
Reduced
150
Closed
39
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$31.6M
2
Ameriprise
Ameriprise
Minnesota
+$26.1M
3
BFG
Bouchey Financial Group
New York
+$25.4M
4
FI
FormulaFolio Investments
Michigan
+$16.6M
5
DAS
Dynamic Advisor Solutions
Arizona
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$218M
2
AG
Advisor Group
Arizona
-$63.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$60.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$52.4M
5
Morgan Stanley
Morgan Stanley
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$722K – – –
BF
227
BOK Financial
Oklahoma
$722K +$141K +1,513 +24%
PP
228
PagnatoKarp Partners
Virginia
$719K -$573K -6,141 -44%
HWA
229
HCR Wealth Advisors
California
$718K -$212K -2,275 -23%
CCM
230
Coe Capital Management
Illinois
$706K -$15.9K -170 -2%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$690K +$40.1K +430 +6%
DC
232
Derby & Company
Massachusetts
$679K – – –
ADL
233
Asset Dedication LLC
California
$676K – – –
SMFS
234
Squar Milner Financial Services
California
$674K +$276K +2,962 +69%
CAN
235
Claraphi Advisory Network
United States
$673K +$98.5K +1,057 +17%
Creative Planning
236
Creative Planning
Kansas
$664K -$95.5K -1,024 -13%
AFA
237
American Financial Advisors
Georgia
$659K -$23.9M -255,837 -97%
PS
238
Portfolio Strategies
New York
$642K +$642K +6,878 New
LAM
239
Lapides Asset Management
Connecticut
$625K +$625K +6,700 New
IC
240
Inscription Capital
Texas
$617K – – –
PWAP
241
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$616K +$67.2K +720 +12%
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$616K +$285K +3,054 +86%
CWS
243
Cypress Wealth Services
California
$611K -$60K -643 -9%
WB
244
WesBanco Bank
West Virginia
$608K +$15.3K +164 +3%
PCM
245
Parsons Capital Management
Rhode Island
$608K +$91.8K +983 +18%
MFG
246
Magnus Financial Group
New York
$606K +$6.25K +67 +1%
TC
247
Trust Company
Kansas
$605K -$5.6K -60 -0.9%
SWMG
248
Sanchez Wealth Management Group
Florida
$600K -$58.1K -623 -9%
1IA
249
1834 Investment Advisors
Wisconsin
$600K – – –
SG
250
StoneX Group
New York
$600K +$4.01K +43 +0.7%
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