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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 %
HWA
401
Heritage Wealth Advisors
Virginia
$113K – – –
CWM
402
Cranbrook Wealth Management
Michigan
$113K – – –
MCM
403
Manchester Capital Management
Vermont
$110K -$64.8K -687 -37%
SFPIA
404
Stevens First Principles Investment Advisors
California
$108K – – –
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$103K +$103K +1,092 New
BAM
406
Belpointe Asset Management
Nevada
$101K +$101K +1,064 New
DWM
407
Doyle Wealth Management
Florida
$97K +$97K +1,029 New
PCIA
408
Prime Capital Investment Advisors
Kansas
$95K – – –
TFS
409
TrustCore Financial Services
Tennessee
$93K – – –
THWM
410
Taylor Hoffman Wealth Management
Virginia
$90K – – –
CFN
411
Cordasco Financial Network
Florida
$83K – – –
KPCM
412
Kings Point Capital Management
New York
$80K – – –
LFG
413
Larson Financial Group
Missouri
$78K +$75.9K +806 +3,664%
RE
414
RBC Europe
United Kingdom
$73.7K – – –
YWP
415
YorkBridge Wealth Partners
New York
$70K – – –
HPC
416
HM Payson & Co
Maine
$64K +$64K +675 New
NL
417
NVWM LLC
Pennsylvania
$59K -$11.9K -125 -17%
GTAM
418
Global Trust Asset Management
Florida
$59K – – –
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$59K – – –
JCM
420
Jacobi Capital Management
Pennsylvania
$58K – – –
MWM
421
Mascoma Wealth Management
New Hampshire
$57K -$105K -1,100 -65%
CTC
422
Central Trust Company
Missouri
$57K – – –
WEC
423
Winslow Evans & Crocker
Massachusetts
$56K -$9.3K -94 -14%
SBL
424
Sargent Bickham Lagudis
Colorado
$55K -$62.4K -666 -53%
FWM
425
Focused Wealth Management
New York
$55K – – –
15 16
17
18 19