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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 %
AFA
276
American Financial Advisors
Georgia
$476K -$191K -2,023 -29%
FAM
277
Formidable Asset Management
Ohio
$476K +$476K +5,047 New
GG
278
GenWealth Group
New Jersey
$473K +$7.61K +80 +2%
FG
279
Fiduciary Group
Georgia
$473K +$15.1K +160 +3%
TW
280
TrinityPoint Wealth
Connecticut
$472K -$8.69K -91 -2%
BWM
281
BerganKDV Wealth Management
Minnesota
$466K +$11.6K +123 +3%
PWMAG
282
Pinnacle Wealth Management Advisory Group
New Jersey
$466K +$18.9K +200 +4%
JWA
283
JFS Wealth Advisors
Pennsylvania
$464K – – –
AFM
284
Abbot Financial Management
Massachusetts
$457K +$457K +4,831 New
FCA
285
FinTrust Capital Advisors
South Carolina
$453K +$16.1K +170 +4%
PSF
286
Pacific Sun Financial
California
$451K +$451K +4,770 New
FWM
287
Frontier Wealth Management
Missouri
$447K +$662 +7 +0.1%
PAMG
288
Patton Albertson Miller Group
Tennessee
$439K +$439K +4,740 New
CCMD
289
Cypress Capital Management (Delaware)
Delaware
$437K +$144K +1,520 +49%
BRWA
290
B. Riley Wealth Advisors
Florida
$428K +$137K +1,451 +47%
Bessemer Group
291
Bessemer Group
New Jersey
$425K – – –
MG
292
Mather Group
Illinois
$424K +$424K +4,489 New
MCM
293
MAI Capital Management
Ohio
$422K -$22.6K -239 -5%
CWP
294
Capital Wealth Planning
Florida
$419K +$419K +4,437 New
SMG
295
Smart Money Group
Texas
$417K -$736 -4 -0.2%
PG
296
Patten Group
Tennessee
$417K +$1.13K +12 +0.3%
FHC
297
First Heartland Consultants
Missouri
$417K +$2.83K +30 +0.7%
Barclays
298
Barclays
United Kingdom
$412K -$456K -4,824 -53%
HA
299
Hamel Associates
New Jersey
$411K -$15.1K -160 -4%
PCA
300
Providence Capital Advisors
North Carolina
$411K +$5.96K +63 +1%
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