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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 %
SIC
426
Salem Investment Counselors
North Carolina
$47K +$47K +502 New
SFSIG
427
San Francisco Sentry Investment Group
California
$44K – – –
MF
428
Manchester Financial
California
$43K +$43K +455 New
ETI
429
Enterprise Trust & Investment
California
$42K +$42K +446 New
CWA
430
Clarus Wealth Advisors
Arizona
$39K – – –
EWM
431
Executive Wealth Management
Michigan
$39K +$283 +3 +0.7%
NCM
432
New Capital Management
Texas
$39K +$287 +3 +0.7%
OIA
433
Optimum Investment Advisors
Illinois
$38K – – –
AWM
434
AllSquare Wealth Management
New York
$34K – – –
VCM
435
Vigilant Capital Management
Maine
$34K +$34K +356 New
JPLA
436
Joseph P. Lucia & Associates
New York
$31K -$2.91M -30,756 -99%
GSWM
437
Golden State Wealth Management
California
$29K -$11.6K -124 -29%
CB
438
CNB Bank
Pennsylvania
$29K -$7.04K -74 -20%
CIAS
439
Capital Investment Advisory Services
North Carolina
$28K – – –
CAL
440
Capital Analysts LLC
Pennsylvania
$27K -$5.29K -55 -16%
First Manhattan
441
First Manhattan
New York
$27K +$22.2K +242 +465%
CIR
442
Clear Investment Research
Georgia
$26K +$186 +2 +0.7%
AssetMark Inc
443
AssetMark Inc
California
$26K +$26K +277 New
ONST
444
Old North State Trust
North Carolina
$25K – – –
AIM
445
Advantage Investment Management
Iowa
$25K +$6.34K +68 +34%
IF
446
Ironwood Financial
Arizona
$24K – – –
RCA
447
Rowland Carmichael Advisors
Arizona
$24K – – –
TSW
448
Thompson Siegel & Walmsley
Virginia
$24K – – –
HNB
449
Huntington National Bank
Ohio
$23K -$23K – –
SIS
450
Sound Income Strategies
Florida
$22K – – –
16 17
18
19 20