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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 %
HCIA
251
Hochman Cole Investment Advisors
Illinois
$331K -$29K -344 -8%
CAM
252
Carret Asset Management
New York
$319K +$1.27K +15 +0.4%
CIA
253
Capital Investment Advisors
Georgia
$318K -$11.6K -138 -4%
MSA
254
Marino Stram & Associates
Massachusetts
$312K -$27.6K -327 -8%
SWA
255
Sutton Wealth Advisors
Florida
$306K – – –
B
256
Bailard
California
$302K – – –
HHAA
257
Henry H. Armstrong Associates
Pennsylvania
$301K -$17.1K -200 -5%
AIA
258
Arbor Investment Advisors
North Carolina
$298K – – –
IWC
259
Integrated Wealth Concepts
Massachusetts
$298K +$14.8K +179 +5%
TSS
260
Two Sigma Securities
New York
$297K +$297K +3,517 New
CCM
261
Coe Capital Management
Illinois
$294K -$48.9K -580 -14%
MCM
262
MAI Capital Management
Ohio
$293K -$19K -225 -6%
Kayne Anderson Rudnick Investment Management
263
Kayne Anderson Rudnick Investment Management
California
$288K +$2.11K +25 +0.7%
CCM
264
Colorado Capital Management
Colorado
$287K – – –
SCM
265
Shelton Capital Management
Colorado
$286K – – –
NGA
266
Naples Global Advisors
Florida
$285K +$67.8K +803 +31%
CHA
267
Carmichael Hill & Associates
Maryland
$281K +$86.9K +1,030 +45%
CAM
268
Covenant Asset Management
New Jersey
$279K -$45.2K -535 -14%
MWP
269
MYCIO Wealth Partners
Pennsylvania
$279K – – –
BJL
270
Brighton Jones LLC
Washington
$277K +$36.3K +430 +15%
SCM
271
SOL Capital Management
Maryland
$275K – – –
FTS
272
Fifth Third Securities
Ohio
$275K +$18.8K +222 +7%
LFG
273
LifePlan Financial Group
Ohio
$274K -$52.2K -618 -16%
LNB
274
Ledyard National Bank
$261K – – –
SIC
275
Sigma Investment Counselors
Michigan
$258K – – –
9 10
11
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