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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 %
FCA
376
FinTrust Capital Advisors
South Carolina
$78K +$78K +920 New
CFN
377
Cordasco Financial Network
Florida
$74K – – –
KPCM
378
Kings Point Capital Management
New York
$71K – – –
NL
379
NVWM LLC
Pennsylvania
$70K -$15.5K -183 -18%
VFA
380
Valeo Financial Advisors
Indiana
$67K +$338 +4 +0.5%
RE
381
RBC Europe
United Kingdom
$65.8K – – –
YWP
382
YorkBridge Wealth Partners
New York
$63K – – –
MWC
383
MBM Wealth Consultants
Missouri
$63K +$63K +750 New
TRCT
384
Tower Research Capital (TRC)
New York
$60K +$59.7K +712 +23,733%
CA
385
Claro Advisors
Massachusetts
$59K +$59K +647 New
GTAM
386
Global Trust Asset Management
Florida
$53K -$5.9K -70 -10%
JCM
387
Jacobi Capital Management
Pennsylvania
$52K – – –
CTC
388
Central Trust Company
Missouri
$51K – – –
EWM
389
Executive Wealth Management
Michigan
$50K +$50K +587 New
FWM
390
Focused Wealth Management
New York
$49K – – –
S
391
SignatureFD
Georgia
$49K +$49K +580 New
RWA
392
River Wealth Advisors
Pennsylvania
$47K – – –
BBHC
393
Brown Brothers Harriman & Co
New York
$43K – – –
NCM
394
New Capital Management
Texas
$40K -$307K -3,665 -88%
WIM
395
Westside Investment Management
California
$39.1K +$39.1K +463 New
CWA
396
Clarus Wealth Advisors
Arizona
$35K – – –
OIA
397
Optimum Investment Advisors
Illinois
$34K – – –
AWM
398
AllSquare Wealth Management
New York
$30K – – –
CAL
399
Capital Analysts LLC
Pennsylvania
$28K – – –
ONST
400
Old North State Trust
North Carolina
$28K – – –
14 15
16
17 18