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iShares Core High Dividend ETF
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Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPSG
326
Wealth & Pension Services Group
Georgia
$328K +$265K +2,805 +419%
CAM
327
Covenant Asset Management
New Jersey
$326K -$137K -1,450 -30%
BPC
328
Banque Pictet & Cie
Switzerland
$321K – – –
PNAA
329
Pictet North America Advisors
Switzerland
$321K – – –
AIM
330
Axiom Investment Management
New York
$321K +$189 +2 +0.1%
TD Asset Management
331
TD Asset Management
Ontario, Canada
$317K -$7.58K -124 -2%
SWA
332
Sutton Wealth Advisors
Florida
$317K -$19.2K -203 -6%
CAM
333
Claret Asset Management
Quebec, Canada
$316K -$47.7K -504 -13%
EWM
334
Evercore Wealth Management
New York
$313K +$45.7K +485 +17%
CAM
335
Carret Asset Management
New York
$312K – – –
Brown Advisory
336
Brown Advisory
Maryland
$311K – – –
VFA
337
Valeo Financial Advisors
Indiana
$308K +$186K +1,966 +152%
SCM
338
SOL Capital Management
Maryland
$307K – – –
CWM
339
Concentrum Wealth Management
California
$303K -$46.5K -492 -13%
AA
340
Advisory Alpha
Michigan
$295K +$5.58K +59 +2%
HFS
341
Howard Financial Services
Texas
$287K +$1.89K +20 +0.7%
SIC
342
Sigma Investment Counselors
Michigan
$285K -$11.3K -120 -4%
FIM
343
Fernwood Investment Management
Massachusetts
$284K +$2.37K +25 +0.8%
AP
344
Appleton Partners
Massachusetts
$281K – – –
CAM
345
Concorde Asset Management
Michigan
$271K -$19.8K -209 -7%
WAOTB
346
Wealth Advisors of Tampa Bay
Florida
$271K +$271K +2,870 New
AIM
347
Anchor Investment Management
South Carolina
$269K -$36.8K -389 -12%
NAM
348
NorthCoast Asset Management
Connecticut
$269K +$269K +2,845 New
CHA
349
Carmichael Hill & Associates
Maryland
$261K +$284 +3 +0.1%
NHC
350
Nicholas Hoffman & Company
Georgia
$259K +$849 +9 +0.3%
12 13
14
15 16