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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$15M -$2.86M -33,686 -16%
TWM
27
Titus Wealth Management
California
$13.4M -$141K -1,661 -1%
DWA
28
Divergent Wealth Advisors
Utah
$12.9M +$601K +7,073 +5%
CWM
29
Cornerstone Wealth Management
Missouri
$12.2M +$12M +1,018,530 +8,089%
AA
30
Ancora Advisors
Ohio
$12M -$4.7M -55,283 -28%
HB
31
Homrich & Berg
Georgia
$11.9M -$146K -1,723 -1%
Goldman Sachs
32
Goldman Sachs
New York
$11.4M -$120K -1,413 -1%
CS
33
Credit Suisse
Switzerland
$10.4M +$10.4M +121,995 New
BUB
34
BBVA USA Bancshares
Texas
$9.59M -$913K -10,748 -9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$9.32M +$2.66M +31,343 +40%
NEAM
36
New England Asset Management
Connecticut
$9.18M – – –
RJA
37
Raymond James & Associates
Florida
$8.96M -$1.21M -14,209 -12%
MML Investors Services
38
MML Investors Services
Massachusetts
$8.32M -$622K -7,320 -7%
JCM
39
Janney Capital Management
Pennsylvania
$8.22M +$8.22M +96,767 New
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$7.66M -$8.81M -103,649 -54%
AG
41
Advisor Group
Arizona
$7.47M -$982K -11,553 -12%
SB
42
Simmons Bank
Arkansas
$7.38M +$3.12M +36,721 +73%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$7.31M -$211K -2,477 -3%
Stifel Financial
44
Stifel Financial
Missouri
$6.65M -$42.4K -500 -0.6%
HFS
45
HL Financial Services
Kentucky
$6.6M +$366K +4,301 +6%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.56M -$242K -2,847 -4%
KFP
47
Keystone Financial Planning
Ohio
$6.5M +$114K +1,340 +2%
BCI
48
Brinker Capital Investments
Pennsylvania
$6.36M +$51.8K +609 +0.8%
NAM
49
NTV Asset Management
West Virginia
$6.35M +$7.65K +90 +0.1%
CA
50
Cetera Advisors
Colorado
$6.29M -$511K -6,024 -8%
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