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iShares Core High Dividend ETF
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Overview Fund Activity

185 hedge funds and large institutions have $1.93B invested in iShares Core High Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 90 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
5.37%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.49%
New
15
Increased
90
Reduced
52
Closed
10
Calls
$339K
Puts
$1.13M
Net Calls
-$790K
Net Calls Change
+$213K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$421M
2
MB
2
Mizuho Bank
Japan
$64.7M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$122M
4
M&T Bank
4
M&T Bank
New York
$36.8M
5
Wells Fargo
5
Wells Fargo
California
$82M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
AssetMark Inc
2
AssetMark Inc
California
$0
3
DCM
3
Dorsal Capital Management
California
$0
4
HB
4
Homrich & Berg
Georgia
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Chatham Capital Group
Georgia
$3.9M +$3.9M +51,875 New
BHB
52
Bank Hapoalim BM
Israel
$3.9M -$52.9K -703 -1%
KFP
53
Keystone Financial Planning
Ohio
$3.81M +$75 +1 +0%
BAC
54
Boys Arnold & Co
North Carolina
$3.54M -$3.84M -51,020 -52%
ACM
55
Aviance Capital Management
Florida
$3.41M +$1.01M +13,479 +42%
NPC
56
National Planning Corporation
California
$3.23M +$98.8K +1,315 +3%
NC
57
NewSquare Capital
Pennsylvania
$3.16M -$227K -3,020 -7%
WA
58
Winfield Associates
Ohio
$2.99M +$51.5K +685 +2%
PAG
59
Private Advisor Group
New Jersey
$2.97M +$405K +5,381 +16%
SG Americas Securities
60
SG Americas Securities
New York
$2.92M +$2.92M +38,746 New
FBT
61
Founders Bank & Trust
Michigan
$2.88M +$86.4K +1,149 +3%
PI
62
Placemark Investments
Illinois
$2.87M +$530K +7,052 +23%
BG
63
Bahl & Gaynor
Ohio
$2.85M -$359K -4,765 -11%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.8M -$139K -1,849 -5%
MFS
65
MSI Financial Services
Massachusetts
$2.8M +$72.7K +967 +3%
Stifel Financial
66
Stifel Financial
Missouri
$2.76M +$101K +1,349 +4%
PIA
67
Peachtree Investment Advisors
Georgia
$2.56M -$609K -8,096 -19%
EWM
68
Evercore Wealth Management
New York
$2.52M -$299K -3,968 -11%
PPA
69
Parametric Portfolio Associates
Washington
$2.34M +$1.01M +13,393 +75%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$2.34M -$116K -1,540 -5%
LGWM
71
Litman Gregory Wealth Management
California
$2.29M -$65.5K -871 -3%
MAA
72
Managed Account Advisors
New Jersey
$2.24M +$1.64M +21,782 +274%
SC
73
Scotia Capital
Ontario, Canada
$2.23M +$290K +3,855 +15%
SF
74
Synovus Financial
Georgia
$2.19M +$305K +4,057 +16%
NFC
75
Northeast Financial Consultants
Connecticut
$2.07M +$54.4K +723 +3%
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3
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