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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 %
TFS
326
TrustCore Financial Services
Tennessee
$35K – – –
CWA
327
Clarus Wealth Advisors
Arizona
$35K +$35K +412 New
AWM
328
AllSquare Wealth Management
New York
$30K -$3.02K -36 -9%
CAL
329
Capital Analysts LLC
Pennsylvania
$29K – – –
CB
330
CNB Bank
Pennsylvania
$26K – – –
SFSIG
331
San Francisco Sentry Investment Group
California
$25K -$10.4K -125 -29%
AIM
332
Advantage Investment Management
Iowa
$25K -$2.01K -24 -7%
WIM
333
Westside Investment Management
California
$22.1K +$85 +1 +0.4%
RWP
334
RWA Wealth Partners
Massachusetts
$21K – – –
RCA
335
Rowland Carmichael Advisors
Arizona
$21K – – –
TSW
336
Thompson Siegel & Walmsley
Virginia
$21K – – –
IF
337
Ironwood Financial
Arizona
$21K – – –
CIR
338
Clear Investment Research
Georgia
$20K – – –
RBC
339
Roble Belko & Company
Pennsylvania
$20K – – –
OIA
340
OneDigital Investment Advisors
Kansas
$19K – – –
BFEC
341
Benjamin F. Edwards & Company
Missouri
$19K – – –
HR
342
Howe & Rusling
New York
$17K -$3.28M -39,562 -99%
BC
343
Barnett & Company
Tennessee
$17K – – –
FPFS
344
First Personal Financial Services
North Carolina
$17K – – –
GEA
345
Glen Eagle Advisors
New Jersey
$17K – – –
LFASL
346
Lugano Financial Advisors SA (LFA)
Switzerland
$16K +$16K +190 New
M
347
MOTCO
Texas
$15K – – –
IAS
348
IMA Advisory Services
Colorado
$14K +$14K +170 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$13.6K -$8.5K -100 -38%
MSFP
350
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
12 13
14
15 16