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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 %
VA
251
Valmark Advisers
Ohio
$477K -$124K -1,471 -21%
BWM
252
BerganKDV Wealth Management
Minnesota
$473K -$92K -1,089 -16%
PCM
253
Parsons Capital Management
Rhode Island
$467K -$67.6K -800 -13%
AWM
254
AE Wealth Management
Kansas
$456K -$631K -7,474 -58%
SS
255
Simplicity Solutions
Minnesota
$456K +$456K +5,402 New
RGIA
256
Rainier Group Investment Advisory
Washington
$446K -$11.6K -138 -3%
GG
257
GenWealth Group
New Jersey
$441K +$18K +213 +4%
MLIC
258
Mandatum Life Insurance Company
Finland
$436K – – –
CPIA
259
Cornell Pochily Investment Advisors
New York
$432K -$337 -4 -0.1%
CS
260
Credit Suisse
Switzerland
$430K -$2.83M -33,490 -87%
FG
261
Fiduciary Group
Georgia
$428K -$32.5K -385 -7%
TW
262
TrinityPoint Wealth
Connecticut
$425K +$425K +5,034 New
SCA
263
Snowden Capital Advisors
New York
$422K +$591 +7 +0.1%
JWA
264
JFS Wealth Advisors
Pennsylvania
$414K – – –
CAM
265
Crestone Asset Management
Colorado
$410K -$81.7K -968 -17%
CCA
266
Cobblestone Capital Advisors
New York
$404K – – –
CIA
267
Capital Investment Advisors
Georgia
$403K +$157K +1,858 +64%
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$400K +$116K +1,375 +41%
FWM
269
Frontier Wealth Management
Missouri
$398K +$1.27K +15 +0.3%
FNC
270
First National Corp
Massachusetts
$397K +$397K +4,710 New
CWM
271
Calamos Wealth Management
Illinois
$393K +$393K +4,660 New
SSWM
272
Smith Salley Wealth Management
North Carolina
$392K – – –
CA
273
Clearstead Advisors
Ohio
$388K +$388K +4,604 New
WEC
274
Winslow Evans & Crocker
Massachusetts
$386K +$330K +3,890 +589%
KWM
275
Kingsview Wealth Management
Oregon
$385K +$7.17K +85 +2%
9 10
11
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