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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 %
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$46.3K -526 -81%
SCA
352
Stuart Chaussee & Associates
California
$9K – – –
CFG
353
Citizens Financial Group
Rhode Island
$9K +$9K +105 New
SWPG
354
Strategic Wealth Partners Group
Illinois
$8.5K – – –
GAM
355
Gemmer Asset Management
California
$8K – – –
RWG
356
Regal Wealth Group
California
$8K – – –
TCOV
357
Trust Company of Vermont
Vermont
$7K -$1K -11 -13%
STA
358
Summit Trail Advisors
New York
$7K +$7K +79 New
DSC
359
Duncker Streett & Co
Missouri
$4K – – –
PMG
360
ProVise Management Group
Florida
$3.75K -$22 -258 -0.6%
GI
361
Gradient Investments
Minnesota
$3K -$8.35K -103 -74%
SIS
362
Sound Income Strategies
Florida
$3K – – –
KCPG
363
Kavar Capital Partners Group
Kansas
$2K – – –
FRA
364
Front Row Advisors
California
$176 -$15 -172 -8%
QI
365
QS Investors
New York
– -$15K -252,999 Closed
GT
366
Glenmede Trust
Pennsylvania
– -$6.87M -76,178 Closed
PAMG
367
Patton Albertson Miller Group
Tennessee
– -$5.44M -64,360 Closed
SMG
368
Smart Money Group
Texas
– -$4.65M -54,996 Closed
AssetMark Inc
369
AssetMark Inc
California
– -$3.54M -41,909 Closed
BG
370
Bahl & Gaynor
Ohio
– -$2.72M -32,205 Closed
CCMG
371
Clark Capital Management Group
Pennsylvania
– -$1.42M -16,760 Closed
MIAN
372
Mariner Independent Advisor Network
Kansas
– -$1.16M -13,762 Closed
PI
373
PFS Investments
Georgia
– -$820K -9,696 Closed
NEIRG
374
New England Investment & Retirement Group
Massachusetts
– -$675K -7,985 Closed
AI
375
Atria Investments
North Carolina
– -$560K -6,628 Closed
12 13 14
15
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