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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 %
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$256K -$12.2K -145 -5%
SPIA
277
Steward Partners Investment Advisory
New York
$250K +$168 +2 +0.1%
AP
278
Appleton Partners
Massachusetts
$244K -$31.7K -375 -11%
PIA
279
Peachtree Investment Advisors
Georgia
$235K -$197K -2,329 -46%
DWM
280
Darwin Wealth Management
Florida
$232K +$232K +2,786 New
NEGWA
281
New England Guild Wealth Advisors
Connecticut
$230K – – –
NA
282
NewEdge Advisors
Louisiana
$230K +$230K +2,770 New
NHC
283
Nicholas Hoffman & Company
Georgia
$227K +$927 +11 +0.4%
POIA
284
Pin Oak Investment Advisors
Texas
$226K -$4.81K -57 -2%
WT
285
Whittier Trust
California
$224K – – –
FCI
286
Financial Counselors Inc
Kansas
$213K – – –
KFA
287
Kabarec Financial Advisors
Illinois
$213K +$1.27K +15 +0.6%
GLA
288
Good Life Advisors
Pennsylvania
$206K -$27.4K -332 -12%
AFP
289
Ausdal Financial Partners
Iowa
$206K -$3.81K -45 -2%
CAGAS
290
Capital Advisory Group Advisory Services
Minnesota
$206K +$206K +2,470 New
MCM
291
Murphy Capital Management
New Jersey
$205K -$844 -10 -0.4%
ZB
292
Zions Bancorporation
Utah
$205K – – –
EHPM
293
Emery Howard Portfolio Management
California
$205K +$1.86K +22 +0.9%
BCA
294
Benchmark Capital Advisors
New York
$203K – – –
SIAM
295
Sterling Investment Advisors (Missouri)
Missouri
$200K – – –
MRCM
296
M&R Capital Management
New Jersey
$188K +$84 +1 +0%
FRA
297
Front Row Advisors
California
$187K -$31.8K -376 -15%
AIP
298
Ameritas Investment Partners
Nebraska
$185K – – –
PO
299
Private Ocean
California
$177K +$118K +1,400 +200%
GRP
300
Global Retirement Partners
California
$166K +$14.8K +175 +10%
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