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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 %
CF
451
Centaurus Financial
California
$2 +$2 +133 +6,650%
OIM
452
Opus Investment Management
Massachusetts
– -$17.6M -194,200 Closed
WPW
453
Waldron Private Wealth
Pennsylvania
– -$3.63M -40,060 Closed
SG Americas Securities
454
SG Americas Securities
New York
– -$2.75M -30,324 Closed
JFA
455
JNBA Financial Advisors
Minnesota
– -$1.08M -11,939 Closed
RCAG
456
Rehmann Capital Advisory Group
Michigan
– -$949K -10,477 Closed
FSA
457
Financial Sense Advisors
California
– -$905K -10,000 Closed
Manulife (Manufacturers Life Insurance)
458
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$796K -8,791 Closed
CFG
459
Citizens Financial Group
Rhode Island
– -$663K -7,322 Closed
AWA
460
Arete Wealth Advisors
Illinois
– -$387K -4,276 Closed
PWS
461
Paragon Wealth Strategies
Florida
– -$356K -3,928 Closed
TSS
462
Two Sigma Securities
New York
– -$325K -3,589 Closed
MWP
463
MYCIO Wealth Partners
Pennsylvania
– -$299K -3,301 Closed
MCM
464
Murphy Capital Management
New Jersey
– -$220K -2,430 Closed
AFP
465
Ausdal Financial Partners
Iowa
– -$219K -2,416 Closed
NFG
466
NewFocus Financial Group
Washington
– -$213K -2,356 Closed
LAM
467
Lapides Asset Management
Connecticut
– -$208K -2,300 Closed
PP
468
PDS Planning
Ohio
– -$205K -2,268 Closed
GP
469
Girard Partners
Pennsylvania
– -$188K -2,079 Closed
PCIA
470
Prime Capital Investment Advisors
Kansas
– -$129K -1,420 Closed
PAMG
471
Patton Albertson Miller Group
Tennessee
– -$117K -1,340 Closed
BAM
472
Belpointe Asset Management
Nevada
– -$121K -1,338 Closed
KJWM
473
Kiley Juergens Wealth Management
Washington
– -$111K -1,230 Closed
ML
474
McAdam LLC
Pennsylvania
– -$66K -725 Closed
TA
475
Townsend & Associates
Colorado
– -$63K -694 Closed
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