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iShares Core High Dividend ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.38B invested in iShares Core High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-15
Holders Change %
-3.86%
% of All Funds
8.58%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.41%
New
28
Increased
127
Reduced
135
Closed
39
Calls
$2.06M
Puts
$416K
Net Calls
+$1.65M
Net Calls Change
+$501K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$30.2M
2
Ameriprise
Ameriprise
Minnesota
+$14M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$9.75M
4
PAG
Private Advisor Group
New Jersey
+$9.51M
5
NAM
North American Management
Massachusetts
+$7.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.6M
2
Fidelity International
Fidelity International
Bermuda
-$29M
3
Morgan Stanley
Morgan Stanley
New York
-$21.5M
4
NFG
Noven Financial Group
Colorado
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
351
Clear Investment Research
Georgia
$20K +$20K +237 New
BFEC
352
Benjamin F. Edwards & Company
Missouri
$19K -$3.38K -40 -15%
ST
353
Sageworth Trust
Pennsylvania
$19K – – –
OIA
354
OneDigital Investment Advisors
Kansas
$19K – – –
MOS
355
MGO One Seven
Ohio
$19K – – –
FPFS
356
First Personal Financial Services
North Carolina
$17K – – –
BC
357
Barnett & Company
Tennessee
$17K – – –
GEA
358
Glen Eagle Advisors
New Jersey
$16.9K – – –
QI
359
QS Investors
New York
$15K -$1.05K -17,695 -7%
M
360
MOTCO
Texas
$15K – – –
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
GI
362
Gradient Investments
Minnesota
$12K -$4.2M -48,980 -100%
SCA
363
Stuart Chaussee & Associates
California
$9K -$9.41K -115 -51%
SWPG
364
Strategic Wealth Partners Group
Illinois
$8.46K +$8.46K +100 New
ME
365
McIlrath & Eck
Washington
$8K -$4K -50 -33%
RWG
366
Regal Wealth Group
California
$8K – – –
GAM
367
Gemmer Asset Management
California
$8K +$80 +1 +1%
TCOV
368
Trust Company of Vermont
Vermont
$7K – – –
NC
369
NewSquare Capital
Pennsylvania
$4K -$12.4K -140 -76%
DSC
370
Duncker Streett & Co
Missouri
$4K – – –
SIS
371
Sound Income Strategies
Florida
$3K – – –
KCPG
372
Kavar Capital Partners Group
Kansas
$2K +$2K +20 New
HA
373
Hamel Associates
New Jersey
$589 – – –
NFG
374
Noven Financial Group
Colorado
– -$18.9M -210,041 Closed
CS
375
Credit Suisse
Switzerland
– -$2.23M -24,710 Closed
13 14
15
16 17