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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 %
MCM
276
MAI Capital Management
Ohio
$439K +$53.3K +571 +14%
CA
277
Clearstead Advisors
Ohio
$433K +$3.45K +37 +0.8%
FCA
278
FinTrust Capital Advisors
South Carolina
$431K +$345K +3,702 +402%
PWP
279
Personal Wealth Partners
Minnesota
$431K +$431K +8,979 New
KCM
280
Karp Capital Management
California
$427K +$296K +3,175 +227%
HA
281
Hamel Associates
New Jersey
$421K -$110K -1,175 -21%
Bessemer Group
282
Bessemer Group
New Jersey
$420K – – –
FFN
283
Focus Financial Network
Minnesota
$414K +$414K +4,437 New
PG
284
Patten Group
Tennessee
$411K +$31.7K +340 +8%
FHC
285
First Heartland Consultants
Missouri
$409K +$3.64K +39 +0.9%
FNC
286
First National Corp
Massachusetts
$405K -$34.7K -372 -8%
VC
287
Vestor Capital
Illinois
$404K – – –
Northern Trust
288
Northern Trust
Illinois
$404K +$404K +4,329 New
DWM
289
Darwin Wealth Management
Florida
$402K +$5.41K +58 +1%
RFN
290
RDA Financial Network
Iowa
$402K +$402K +4,240 New
WPC
291
White Pine Capital
Minnesota
$401K +$14.4K +155 +4%
PCA
292
Providence Capital Advisors
North Carolina
$400K +$31.7K +339 +9%
MSA
293
Marino Stram & Associates
Massachusetts
$395K – – –
MIC
294
Means Investment Company
Maine
$387K +$2.99K +32 +0.8%
CWM
295
Calamos Wealth Management
Illinois
$381K -$53.6K -575 -12%
VHAM
296
Van Hulzen Asset Management
California
$381K – – –
SSWM
297
Smith Salley Wealth Management
North Carolina
$379K -$54.9K -588 -13%
WP
298
WealthSource Partners
California
$378K +$2.8K +30 +0.7%
CWM
299
Centric Wealth Management
Illinois
$376K +$1.87K +20 +0.5%
MM
300
Meridian Management
Arkansas
$373K – – –
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