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iShares Core High Dividend ETF
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Overview Fund Activity

305 hedge funds and large institutions have $2.58B invested in iShares Core High Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 98 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
-4
Holders Change %
-1.29%
% of All Funds
7.6%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
31
Increased
120
Reduced
98
Closed
28
Calls
$1.31M
Puts
$219K
Net Calls
+$1.09M
Net Calls Change
-$687K

Top Buyers

1
BlackRock
BlackRock
New York
+$53.5M
2
Ameriprise
Ameriprise
Minnesota
+$25.7M
3
AIM
Astor Investment Management
Illinois
+$16M
4
Wells Fargo
Wells Fargo
California
+$12.3M
5
WBG
Wharton Business Group
Pennsylvania
+$10.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$48.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$41M
3
Bank of America
Bank of America
North Carolina
-$38.5M
4
SMA
Simply Money Advisors
Ohio
-$13.5M
5
FTUS
Flow Traders U.S.
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$13K +$86 +1 +0.7%
RWG
302
Regal Wealth Group
California
$7K – – –
CBT
303
Central Bank & Trust
Kentucky
$5K +$5K +55 New
BC
304
Bartlett & Co
Ohio
$1K – – –
FTUS
305
Flow Traders U.S.
New York
– -$12.9M -156,758 Closed
PP
306
Prudential plc
United Kingdom
– -$9.85M -119,780 Closed
BWL
307
Bogart Wealth LLC
Virginia
– -$7.57M -92,035 Closed
FF
308
Friedenthal Financial
New Jersey
– -$5M -60,808 Closed
RSA
309
Robertson Stephens Advisors
California
– -$4.36M -52,999 Closed
NL
310
NWAM LLC
Washington
– -$672K -8,172 Closed
CL
311
Choreo LLC
Illinois
– -$483K -5,870 Closed
TIM
312
Total Investment Management
Arizona
– -$472K -5,744 Closed
ACP
313
Arcus Capital Partners
Georgia
– -$413K -5,025 Closed
LAM
314
Lapides Asset Management
Connecticut
– -$403K -4,900 Closed
GW
315
GW & Wade
Massachusetts
– -$377K -4,583 Closed
ZIM
316
Zacks Investment Management
Illinois
– -$352K -4,285 Closed
GS
317
Girard Securities
California
– -$293K -3,567 Closed
FANJ
318
Financial Architects (New Jersey)
New Jersey
– -$247K -3,000 Closed
SFWA
319
Summit Financial Wealth Advisors
Louisiana
– -$212K -2,572 Closed
NIA
320
Northstar Investment Advisors
Colorado
– -$207K -2,515 Closed
SVCP
321
Silicon Valley Capital Partners
California
– -$207K -2,513 Closed
HCM
322
Hengehold Capital Management
Ohio
– -$202K -2,455 Closed
PMFA
323
Plante Moran Financial Advisors
Michigan
– -$71K -867 Closed
JIC
324
Joel Isaacson & Co
New York
– -$41K -500 Closed
SSB
325
Sandy Spring Bank
Maryland
– -$29K -350 Closed
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