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iShares Core High Dividend ETF
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Overview Fund Activity

182 hedge funds and large institutions have $1.63B invested in iShares Core High Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
5.23%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.43%
New
18
Increased
86
Reduced
55
Closed
16
Calls
–
Puts
$1M
Net Calls
-$1M
Net Calls Change
-$381K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
SMM
2
Stadion Money Management
Georgia
$66.5M
3
MB
3
Mizuho Bank
Japan
$30.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.9M
5
AIM
5
Astor Investment Management
Illinois
$40.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$95.6M
2
HB
2
Homrich & Berg
Georgia
$22.8M
3
DCM
3
Dorsal Capital Management
California
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$49.5M
5
TMNFIC
5
Tokio Marine & Nichido Fire Insurance Company
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTNA
51
Wilmington Trust National Association
Delaware
$4.2M +$351K +4,659 +9%
BHB
52
Bank Hapoalim BM
Israel
$3.96M -$219K -2,900 -5%
KFP
53
Keystone Financial Planning
Ohio
$3.82M -$50.2K -666 -1%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$3.55M -$7.54K -100 -0.2%
NC
55
NewSquare Capital
Pennsylvania
$3.39M +$230K +3,050 +7%
BG
56
Bahl & Gaynor
Ohio
$3.22M -$250K -3,313 -7%
PIA
57
Peachtree Investment Advisors
Georgia
$3.18M +$133K +1,758 +4%
NPC
58
National Planning Corporation
California
$3.15M +$51.5K +683 +2%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.95M -$565K -7,491 -16%
WA
60
Winfield Associates
Ohio
$2.94M +$322K +4,270 +12%
EWM
61
Evercore Wealth Management
New York
$2.82M -$464K -6,150 -14%
FBT
62
Founders Bank & Trust
Michigan
$2.79M -$165K -2,189 -6%
MFS
63
MSI Financial Services
Massachusetts
$2.73M +$44K +583 +2%
Stifel Financial
64
Stifel Financial
Missouri
$2.66M +$24K +318 +0.9%
PAG
65
Private Advisor Group
New Jersey
$2.57M +$387K +5,129 +18%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$2.46M -$86.7K -1,150 -3%
ACM
67
Aviance Capital Management
Florida
$2.4M +$1.15M +15,281 +92%
LGWM
68
Litman Gregory Wealth Management
California
$2.36M -$20.6K -273 -0.9%
PI
69
Placemark Investments
Illinois
$2.34M +$228K +3,028 +11%
AIG
70
American International Group
New York
$2.15M +$883K +11,715 +70%
CCA
71
Catalyst Capital Advisors
New York
$2.11M +$2.11M +28,000 New
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$2.03M -$127K -1,681 -6%
NFC
73
Northeast Financial Consultants
Connecticut
$2.02M +$39.3K +522 +2%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.96M -$4.2M -55,676 -68%
SC
75
Scotia Capital
Ontario, Canada
$1.95M -$19.7K -261 -1%
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