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iShares Core High Dividend ETF
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Overview Fund Activity

458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
9.93%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
53
Increased
165
Reduced
150
Closed
39
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$31.6M
2
Ameriprise
Ameriprise
Minnesota
+$26.1M
3
BFG
Bouchey Financial Group
New York
+$25.4M
4
FI
FormulaFolio Investments
Michigan
+$16.6M
5
DAS
Dynamic Advisor Solutions
Arizona
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$218M
2
AG
Advisor Group
Arizona
-$63.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$60.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$52.4M
5
Morgan Stanley
Morgan Stanley
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
SOL Capital Management
Maryland
$303K – – –
AIM
327
Anchor Investment Management
South Carolina
$302K +$18.9K +203 +7%
SIC
328
Sigma Investment Counselors
Michigan
$293K -$4.66K -50 -2%
FEM
329
Fulcrum Equity Management
Texas
$292K -$4.48K -48 -2%
CCMD
330
Cypress Capital Management (Delaware)
Delaware
$290K -$30.8K -330 -10%
BRWA
331
B. Riley Wealth Advisors
Florida
$287K -$1.67M -17,855 -85%
CAM
332
Concorde Asset Management
Michigan
$287K +$35.6K +381 +14%
AA
333
Advisory Alpha
Michigan
$284K +$835 +9 +0.3%
HFS
334
Howard Financial Services
Texas
$281K +$1.96K +21 +0.7%
RG
335
Rikoon Group
New Mexico
$279K +$2.9K +31 +1%
FIM
336
Fernwood Investment Management
Massachusetts
$278K +$28K +300 +11%
AP
337
Appleton Partners
Massachusetts
$277K – – –
WIC
338
Woodmont Investment Counsel
Tennessee
$272K +$21.5K +231 +9%
CGL
339
Clarius Group LLC
Washington
$269K +$269K +2,884 New
EWM
340
Evercore Wealth Management
New York
$264K +$23.3K +250 +10%
SFA
341
Sequoia Financial Advisors
Ohio
$263K +$263K +2,817 New
CHA
342
Carmichael Hill & Associates
Maryland
$257K -$31.3K -335 -11%
MFW
343
Mosaic Family Wealth
Missouri
$257K +$257K +2,754 New
NHC
344
Nicholas Hoffman & Company
Georgia
$255K +$1.03K +11 +0.4%
NEGWA
345
New England Guild Wealth Advisors
Connecticut
$254K – – –
WCM
346
WealthBridge Capital Management
Ohio
$254K +$464 +5 +0.2%
BJL
347
Brighton Jones LLC
Washington
$250K -$156K -1,675 -38%
PAS
348
Park Avenue Securities
New York
$249K -$29.7K -315 -11%
PPP
349
Private Portfolio Partners
New Jersey
$247K -$2.24K -24 -0.9%
US Bancorp
350
US Bancorp
Minnesota
$245K -$323K -3,461 -57%
12 13
14
15 16