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iShares Core High Dividend ETF
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Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
301
TD Asset Management
Ontario, Canada
$318K -$105K -1,721 -25%
MWM
302
Merriman Wealth Management
Washington
$313K – – –
CWM
303
Concentrum Wealth Management
California
$312K +$312K +3,700 New
PFS
304
Prospera Financial Services
Texas
$310K -$321K -3,805 -51%
SWM
305
SVA Wealth Management
Wisconsin
$303K -$50K -592 -14%
QAM
306
QCI Asset Management
New York
$303K – – –
B
307
Bailard
California
$301K – – –
SWA
308
Sutton Wealth Advisors
Florida
$300K -$16.1K -191 -5%
AIA
309
Arbor Investment Advisors
North Carolina
$298K – – –
HHAA
310
Henry H. Armstrong Associates
Pennsylvania
$297K – – –
CAGAS
311
Capital Advisory Group Advisory Services
Minnesota
$297K +$29.3K +350 +11%
CAM
312
Carret Asset Management
New York
$294K -$16.9K -200 -5%
CCMD
313
Cypress Capital Management (Delaware)
Delaware
$290K -$5.91K -70 -2%
MPW
314
MA Private Wealth
California
$288K +$288K +3,411 New
BPC
315
Banque Pictet & Cie
Switzerland
$287K +$73.9K +875 +35%
PNAA
316
Pictet North America Advisors
Switzerland
$287K +$287K +3,400 New
SCM
317
SOL Capital Management
Maryland
$274K – – –
AA
318
Advisory Alpha
Michigan
$272K +$272K +3,050 New
Kayne Anderson Rudnick Investment Management
319
Kayne Anderson Rudnick Investment Management
California
$270K +$37.8K +448 +16%
SIC
320
Sigma Investment Counselors
Michigan
$269K +$11.8K +140 +5%
FEM
321
Fulcrum Equity Management
Texas
$268K +$268K +3,180 New
SCM
322
Shelton Capital Management
Colorado
$267K – – –
MIS
323
Morningstar Investment Services
Illinois
$262K -$32.4K -384 -11%
QAM
324
Questar Asset Management
Minnesota
$262K +$262K +3,108 New
CHA
325
Carmichael Hill & Associates
Maryland
$261K +$591 +7 +0.2%
11 12
13
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