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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 %
HCP
26
Holt Capital Partners
Texas
$20.2M +$29.5K +312 +0.1%
SPIA
27
Steward Partners Investment Advisory
New York
$20M +$171K +1,811 +0.9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$18.7M +$3.22M +34,105 +21%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$17.4M -$3.02M -31,877 -15%
PAG
30
Private Advisor Group
New Jersey
$16.9M +$671K +7,106 +4%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M +$602K +6,366 +4%
FA
32
Forefront Analytics
Pennsylvania
$15.7M +$7.57M +80,039 +93%
CWM
33
Connecticut Wealth Management
Connecticut
$15.6M +$15.6M +164,551 New
DWM
34
Destination Wealth Management
California
$15.2M -$972K -10,287 -6%
AG
35
Advisor Group
Arizona
$15.1M +$1.99M +21,026 +15%
HB
36
Homrich & Berg
Georgia
$15.1M +$388K +4,103 +3%
DAS
37
Dynamic Advisor Solutions
Arizona
$14.7M -$124K -1,315 -0.8%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$14.3M +$25.3K +268 +0.2%
SFG
39
SNS Financial Group
Minnesota
$14.3M +$1.4M +14,776 +11%
Goldman Sachs
40
Goldman Sachs
New York
$14.2M -$11.3M -119,743 -44%
TWM
41
Titus Wealth Management
California
$13.9M +$13.8M +145,602 +8,134%
B
42
Barings
North Carolina
$13.7M +$8.39M +88,825 +157%
WFM
43
Wolff Financial Management
Michigan
$13.7M +$508K +5,373 +4%
FI
44
FormulaFolio Investments
Michigan
$13.6M -$3.2M -33,857 -19%
RJA
45
Raymond James & Associates
Florida
$13M +$348K +3,686 +3%
DWA
46
Divergent Wealth Advisors
Utah
$12.9M -$2.22M -23,532 -15%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$11.9M +$2.57M +27,163 +27%
AA
48
Ancora Advisors
Ohio
$11.2M -$1.15M -12,124 -9%
BUB
49
BBVA USA Bancshares
Texas
$10.9M +$1.38M +14,642 +14%
SAM
50
Shamrock Asset Management
Texas
$10.8M – – –
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