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iShares Core High Dividend ETF
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Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
PagnatoKarp Partners
Virginia
$628K -$101K -1,069 -14%
HWA
252
HCR Wealth Advisors
California
$628K -$99.2K -1,050 -14%
CWM
253
Calamos Wealth Management
Illinois
$619K +$233K +2,470 +60%
WB
254
WesBanco Bank
West Virginia
$616K – – –
PCM
255
Parsons Capital Management
Rhode Island
$615K – – –
TC
256
Trust Company
Kansas
$613K – – –
1IA
257
1834 Investment Advisors
Wisconsin
$609K – – –
PTC
258
Philadelphia Trust Company
Pennsylvania
$606K – – –
SXL
259
Summit X LLC
Missouri
$605K +$23.6K +250 +4%
IC
260
Inscription Capital
Texas
$600K – – –
CWS
261
Cypress Wealth Services
California
$599K -$20.1K -213 -3%
RFN
262
RDA Financial Network
Iowa
$566K +$162K +1,707 +40%
IDA
263
Intelligence Driven Advisers
California
$560K -$14.1K -149 -2%
BDF
264
Black Diamond Financial
Maryland
$554K – – –
PWP
265
Personal Wealth Partners
Minnesota
$544K +$104K +2,123 +24%
MFG
266
Magnus Financial Group
New York
$531K -$83.4K -882 -14%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$520K -$27.1K -287 -5%
CCA
268
Cobblestone Capital Advisors
New York
$515K +$63.3K +670 +14%
CWM
269
Cornerstone Wealth Management
Missouri
$511K -$35.7K -380 -7%
RGIA
270
Rainier Group Investment Advisory
Washington
$510K +$10.8K +114 +2%
WA
271
WBH Advisory
Maryland
$490K +$28.8K +305 +6%
MLIC
272
Mandatum Life Insurance Company
Finland
$488K – – –
SC
273
Slow Capital
California
$488K +$488K +5,161 New
FNC
274
First National Corp
Massachusetts
$485K +$77K +819 +19%
FFN
275
Focus Financial Network
Minnesota
$479K +$59.9K +634 +14%
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11
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