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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 %
GI
426
Gradient Investments
Minnesota
$14K +$6.17K +74 +79%
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$13.5K – – –
MSFP
428
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
EAM
429
Eukles Asset Management
Ohio
$10K +$10K +113 New
SCA
430
Stuart Chaussee & Associates
California
$9K – – –
GAM
431
Gemmer Asset Management
California
$9K +$175 +2 +2%
SIM
432
Sonora Investment Management
Arizona
$9K +$9K +106 New
AIA
433
Alera Investment Advisors
Illinois
$9K +$9K +106 New
RWG
434
Regal Wealth Group
California
$8K +$89 +1 +1%
CG
435
Cutler Group
California
$8K +$8K +100 New
BOPW
436
Brandywine Oak Private Wealth
Pennsylvania
$7K +$7K +84 New
TCOV
437
Trust Company of Vermont
Vermont
$6K – – –
WB
438
Webster Bank
Connecticut
$5K – – –
TWA
439
TCI Wealth Advisors
Arizona
$5K +$5K +54 New
RMC
440
Resources Management Corp
Connecticut
$4K – – –
DSC
441
Duncker Streett & Co
Missouri
$4K – – –
First Manhattan
442
First Manhattan
New York
$4K +$4K +52 New
ACA
443
Ackerman Capital Advisors
Texas
$3.51K +$3.51K +41,591 New
GT
444
Glenmede Trust
Pennsylvania
$3.37K +$1.03K +12,203 +44%
GWMIA
445
Global Wealth Management Investment Advisory
Florida
$2K +$2K +18 New
LFG
446
Larson Financial Group
Missouri
$2K +$2K +22 New
FGC
447
Financial Gravity Companies
Texas
$2K +$2K +25 New
AssetMark Inc
448
AssetMark Inc
California
$1K -$1.43M -19,989 -100%
NA
449
NewEdge Advisors
Louisiana
$799 +$551 +6,534 +223%
WA
450
WBH Advisory
Maryland
$362 +$11 +131 +3%
16 17
18
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