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iShares Core High Dividend ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$85.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.1M
3
Bank of America
Bank of America
North Carolina
+$43.5M
4
SMA
Simply Money Advisors
Ohio
+$19.9M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$16.9M
2
Jane Street
Jane Street
New York
-$6.84M
3
SG Americas Securities
SG Americas Securities
New York
-$2.92M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
EWM
Evercore Wealth Management
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$17.5M +$780K +10,187 +5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14.8M +$1.05M +13,706 +8%
BUB
28
BBVA USA Bancshares
Texas
$14M -$751K -9,816 -5%
AA
29
Ancora Advisors
Ohio
$12.9M -$71.6K -936 -0.6%
William Blair & Company
30
William Blair & Company
Illinois
$12.1M +$2.03M +26,486 +20%
HCP
31
Holt Capital Partners
Texas
$12.1M +$447K +5,835 +4%
MIAN
32
Mariner Independent Advisor Network
Kansas
$11.1M +$11.1M +144,605 New
CA
33
Cetera Advisors
Colorado
$11M +$328K +4,277 +3%
BIT
34
BlackRock Institutional Trust
California
$9.93M +$745K +9,738 +8%
Nomura Asset Management
35
Nomura Asset Management
Japan
$9.45M +$9.45M +122,000 New
CS
36
Credit Suisse
Switzerland
$8.85M +$1.14M +14,945 +15%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.62M -$306K -3,992 -3%
Ameriprise
38
Ameriprise
Minnesota
$8.58M +$1.76M +23,019 +26%
BG
39
Bahl & Gaynor
Ohio
$8.42M +$5.51M +72,045 +190%
NA
40
Nottingham Advisors
New York
$7.89M +$83.7K +1,087 +1%
BCI
41
Brinker Capital Investments
Pennsylvania
$7.38M -$1.83M -23,945 -20%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$7.25M +$1.74M +22,699 +32%
GT
43
Glenmede Trust
Pennsylvania
$7.24M +$2.52M +32,994 +54%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$7.15M +$181K +2,371 +3%
BIM
45
BlackRock Investment Management
Delaware
$7.08M +$183K +2,394 +3%
PMG
46
ProVise Management Group
Florida
$6.55M +$25K +327 +0.4%
RJA
47
Raymond James & Associates
Florida
$5.53M -$150K -1,965 -3%
BHB
48
Bank Hapoalim BM
Israel
$5.37M +$1.41M +18,373 +35%
ACM
49
Aviance Capital Management
Florida
$5.33M +$1.86M +24,284 +54%
BPC
50
Banque Pictet & Cie
Switzerland
$5.19M – – –
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