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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 %
AIM
326
Anchor Investment Management
South Carolina
$256K +$217K +2,568 +549%
PAS
327
Park Avenue Securities
New York
$254K -$837K -9,756 -77%
HFS
328
Howard Financial Services
Texas
$253K +$253K +2,993 New
WPSG
329
Wealth & Pension Services Group
Georgia
$251K – – –
AP
330
Appleton Partners
Massachusetts
$251K +$10.6K +125 +4%
PMFA
331
Plante Moran Financial Advisors
Michigan
$250K +$250K +2,968 New
RG
332
Rikoon Group
New Mexico
$249K -$46.8K -555 -16%
CFG
333
CMC Financial Group
Georgia
$231K +$231K +2,732 New
WCM
334
WealthBridge Capital Management
Ohio
$231K +$231K +2,733 New
NEGWA
335
New England Guild Wealth Advisors
Connecticut
$230K – – –
NHC
336
Nicholas Hoffman & Company
Georgia
$230K +$1.69K +20 +0.7%
CAM
337
Concorde Asset Management
Michigan
$227K +$84 +1 +0%
WIC
338
Woodmont Investment Counsel
Tennessee
$227K +$227K +2,689 New
FIM
339
Fernwood Investment Management
Massachusetts
$226K – – –
PPP
340
Private Portfolio Partners
New Jersey
$226K +$226K +2,673 New
CFD
341
Creative Financial Designs
Indiana
$218K -$99.5K -1,181 -31%
FCI
342
Financial Counselors Inc
Kansas
$218K +$5.07K +60 +2%
EWM
343
Evercore Wealth Management
New York
$218K +$218K +2,584 New
PIA
344
Peachtree Investment Advisors
Georgia
$212K -$2.11K -25 -1%
LFG
345
LifePlan Financial Group
Ohio
$212K – – –
GLA
346
Good Life Advisors
Pennsylvania
$209K +$2.96K +35 +1%
GPWA
347
Great Point Wealth Advisors
Massachusetts
$209K +$209K +2,482 New
MRCM
348
M&R Capital Management
New Jersey
$207K +$19.2K +228 +10%
EHPM
349
Emery Howard Portfolio Management
California
$206K +$1.1K +13 +0.5%
GRP
350
Global Retirement Partners
California
$206K +$41.3K +489 +25%
12 13
14
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