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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 %
Goldman Sachs
26
Goldman Sachs
New York
$22.8M +$12.9M +153,231 +131%
AFA
27
American Financial Advisors
Georgia
$22.2M +$22.2M +262,901 New
Fidelity International
28
Fidelity International
Bermuda
$19.2M -$162K -1,921 -0.8%
FMLI
29
Fukoku Mutual Life Insurance
Japan
$18.7M – – –
HCP
30
Holt Capital Partners
Texas
$17.8M -$48.5K -575 -0.3%
SPIA
31
Steward Partners Investment Advisory
New York
$17.1M +$410K +4,861 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$16.1M +$1.06M +12,554 +7%
DWM
33
Destination Wealth Management
California
$15.1M -$805K -9,544 -5%
DWA
34
Divergent Wealth Advisors
Utah
$14.7M +$3.64M +43,147 +33%
BFA
35
Beaumont Financial Advisors
Massachusetts
$14.1M -$366K -4,335 -3%
PAG
36
Private Advisor Group
New Jersey
$13.5M +$3.89M +46,048 +41%
SB
37
Simmons Bank
Arkansas
$13.2M +$5.7M +67,567 +76%
HB
38
Homrich & Berg
Georgia
$12.9M +$447K +5,293 +4%
NEAM
39
New England Asset Management
Connecticut
$12.9M +$3.75M +44,440 +41%
AA
40
Ancora Advisors
Ohio
$11.9M +$66.6K +789 +0.6%
Nomura Asset Management
41
Nomura Asset Management
Japan
$11.7M +$7.95M +94,200 +215%
WFM
42
Wolff Financial Management
Michigan
$11.3M +$11.3M +133,747 New
RJA
43
Raymond James & Associates
Florida
$11.2M +$479K +5,671 +4%
FA
44
Forefront Analytics
Pennsylvania
$10.2M +$10.2M +121,221 New
Allianz Asset Management
45
Allianz Asset Management
Germany
$9.49M +$8.77M +104,768 +1,225%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$9.3M +$1.17M +13,853 +14%
SFG
47
SNS Financial Group
Minnesota
$9.23M +$9.23M +109,404 New
BUB
48
BBVA USA Bancshares
Texas
$8.86M -$365K -4,328 -4%
Two Sigma Investments
49
Two Sigma Investments
New York
$8.26M +$6.46M +76,500 +357%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$8M +$680K +8,059 +9%
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