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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 %
PTC
251
Philadelphia Trust Company
Pennsylvania
$599K – – –
NGA
252
Naples Global Advisors
Florida
$592K +$69.5K +745 +13%
SXL
253
Summit X LLC
Missouri
$576K -$136K -1,455 -19%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$568K -$14.3K -153 -2%
IDA
255
Intelligence Driven Advisers
California
$566K -$6.71K -72 -1%
KWM
256
Kingsview Wealth Management
Oregon
$554K +$128K +1,377 +30%
BDF
257
Black Diamond Financial
Maryland
$547K – – –
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$540K +$540K +5,790 New
IWC
259
Integrated Wealth Concepts
Massachusetts
$525K +$159K +1,709 +44%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$522K -$3.7M -39,694 -88%
RGIA
261
Rainier Group Investment Advisory
Washington
$493K – – –
MLIC
262
Mandatum Life Insurance Company
Finland
$482K – – –
CPIA
263
Cornell Pochily Investment Advisors
New York
$477K +$186 +2 +0%
BAS
264
Brown Advisory Securities
Maryland
$473K -$832K -8,921 -64%
TW
265
TrinityPoint Wealth
Connecticut
$470K – – –
GG
266
GenWealth Group
New Jersey
$460K -$31.8K -338 -6%
JWA
267
JFS Wealth Advisors
Pennsylvania
$458K – – –
CAM
268
Covenant Asset Management
New Jersey
$457K +$85.8K +920 +23%
WA
269
WBH Advisory
Maryland
$455K +$54.9K +589 +14%
FG
270
Fiduciary Group
Georgia
$452K -$21.1K -226 -4%
BWM
271
BerganKDV Wealth Management
Minnesota
$449K -$74.1K -793 -14%
CCA
272
Cobblestone Capital Advisors
New York
$446K – – –
PWMAG
273
Pinnacle Wealth Management Advisory Group
New Jersey
$442K – – –
FWM
274
Frontier Wealth Management
Missouri
$441K +$747 +8 +0.2%
CA
275
Calton & Associates
Florida
$441K +$441K +4,722 New
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