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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 %
B
251
Bailard
California
$303K – – –
AIA
252
Arbor Investment Advisors
North Carolina
$300K – – –
HHAA
253
Henry H. Armstrong Associates
Pennsylvania
$299K – – –
CCM
254
Coe Capital Management
Illinois
$296K – – –
RG
255
Rikoon Group
New Mexico
$291K -$1.6M -18,676 -85%
SCM
256
Shelton Capital Management
Colorado
$288K – – –
MCM
257
MAI Capital Management
Ohio
$283K -$12K -141 -4%
MWP
258
MYCIO Wealth Partners
Pennsylvania
$281K – – –
CAM
259
Covenant Asset Management
New Jersey
$281K – – –
Renaissance Technologies
260
Renaissance Technologies
New York
$280K +$280K +3,300 New
SCM
261
SOL Capital Management
Maryland
$276K – – –
LFG
262
LifePlan Financial Group
Ohio
$275K -$935 -11 -0.3%
CCM
263
Colorado Capital Management
Colorado
$274K -$14.2K -167 -5%
CAGAS
264
Capital Advisory Group Advisory Services
Minnesota
$270K +$63.5K +760 +31%
MIS
265
Morningstar Investment Services
Illinois
$269K +$269K +3,168 New
CHA
266
Carmichael Hill & Associates
Maryland
$262K -$21.3K -250 -8%
SIC
267
Sigma Investment Counselors
Michigan
$259K – – –
SPIA
268
Steward Partners Investment Advisory
New York
$259K +$6.13K +72 +2%
PWMAG
269
Pinnacle Wealth Management Advisory Group
New Jersey
$258K – – –
IWC
270
Integrated Wealth Concepts
Massachusetts
$253K -$51.3K -606 -17%
BJL
271
Brighton Jones LLC
Washington
$253K -$26K -306 -9%
AP
272
Appleton Partners
Massachusetts
$242K -$3.83K -45 -2%
CIA
273
Capital Investment Advisors
Georgia
$234K -$86.7K -1,019 -27%
Kayne Anderson Rudnick Investment Management
274
Kayne Anderson Rudnick Investment Management
California
$232K -$57.9K -680 -20%
NEGWA
275
New England Guild Wealth Advisors
Connecticut
$232K – – –
9 10
11
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