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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$89K +$15.8K +187 +22%
NL
302
NVWM LLC
Pennsylvania
$87K – – –
BCA
303
Bay Colony Advisors
Massachusetts
$87K +$87K +1,028 New
PCIA
304
Prime Capital Investment Advisors
Kansas
$85K – – –
SF
305
Synovus Financial
Georgia
$81K – – –
VFA
306
Valeo Financial Advisors
Indiana
$81K +$52.7K +602 +186%
YWP
307
YorkBridge Wealth Partners
New York
$78K +$1.7K +20 +2%
CFN
308
Cordasco Financial Network
Florida
$75K – – –
KPCM
309
Kings Point Capital Management
New York
$72K – – –
WEC
310
Winslow Evans & Crocker
Massachusetts
$70K – – –
RE
311
RBC Europe
United Kingdom
$66.3K – – –
GTAM
312
Global Trust Asset Management
Florida
$66K – – –
ML
313
McAdam LLC
Pennsylvania
$62K – – –
B
314
Bridgeworth
Alabama
$62K +$62K +738 New
PFA
315
Pathway Financial Advisors
Vermont
$59K – – –
RWA
316
River Wealth Advisors
Pennsylvania
$54K +$54K +637 New
JCM
317
Jacobi Capital Management
Pennsylvania
$53K +$12.9K +150 +32%
AIM
318
Anchor Investment Management
South Carolina
$52.8K – – –
CTC
319
Central Trust Company
Missouri
$51K – – –
FWM
320
Focused Wealth Management
New York
$49K – – –
SSB
321
Sandy Spring Bank
Maryland
$47K – – –
BBHC
322
Brown Brothers Harriman & Co
New York
$43K – – –
AIM
323
Arcadia Investment Management
Michigan
$41K – – –
OIA
324
Optimum Investment Advisors
Illinois
$40K – – –
AIA
325
Armor Investment Advisors
North Carolina
$37K – – –
11 12
13
14 15