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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 %
EDRH
301
Edmond de Rothschild Holding
Switzerland
$163K – – –
AF
302
Advisornet Financial
Minnesota
$155K -$44K -520 -22%
PS
303
Portfolio Solutions
Michigan
$151K -$125K -1,475 -45%
CB
304
Community Bank
New York
$145K -$86.8K -1,030 -37%
MWM
305
Mascoma Wealth Management
New Hampshire
$144K -$63.5K -750 -31%
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$136K – – –
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$120K -$14.4K -170 -11%
SFPIA
308
Stevens First Principles Investment Advisors
California
$119K – – –
CF
309
Centaurus Financial
California
$117K +$117K +1,382 New
CWM
310
Cranbrook Wealth Management
Michigan
$101K – – –
PCIA
311
Prime Capital Investment Advisors
Kansas
$84K – – –
NL
312
NVWM LLC
Pennsylvania
$84K +$84K +1,009 New
SF
313
Synovus Financial
Georgia
$81K +$81K +966 New
YWP
314
YorkBridge Wealth Partners
New York
$77K – – –
CFN
315
Cordasco Financial Network
Florida
$74K – – –
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$73K +$5.66K +67 +8%
KPCM
317
Kings Point Capital Management
New York
$71K – – –
WEC
318
Winslow Evans & Crocker
Massachusetts
$66.3K +$2.53K +30 +4%
GTAM
319
Global Trust Asset Management
Florida
$66K -$142K -1,680 -68%
RE
320
RBC Europe
United Kingdom
$65.9K – – –
ML
321
McAdam LLC
Pennsylvania
$61K +$61K +725 New
PFA
322
Pathway Financial Advisors
Vermont
$59K – – –
PGWM
323
Parisi Gray Wealth Management
New Jersey
$59K – – –
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$33.2K +400 +159%
AIM
325
Anchor Investment Management
South Carolina
$52.4K +$169 +2 +0.3%
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