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iShares Core High Dividend ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.21B invested in iShares Core High Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.71%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
26
Increased
105
Reduced
57
Closed
21
Calls
$405K
Puts
$465K
Net Calls
-$60K
Net Calls Change
+$238K

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$99M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$517M
3
Bank of America
3
Bank of America
North Carolina
$140M
4
WBG
4
Wharton Business Group
Pennsylvania
$18.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.4M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$0
2
PPFA
2
Provida Pension Fund Administrator
Chile
$94.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
AIM
4
Astor Investment Management
Illinois
$22.8M
5
AA
5
Ancora Advisors
Ohio
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$5.02M +$98.7K +1,316 +2%
MIAN
52
Mariner Independent Advisor Network
Kansas
$4.95M -$5.89M -78,567 -54%
NAM
53
NTV Asset Management
West Virginia
$4.76M +$56.3K +751 +1%
CWA
54
Convergent Wealth Advisors
Maryland
$3.93M +$18.7K +249 +0.5%
BTS
55
BB&T Securities
Virginia
$3.73M +$1.31M +1,750 +54%
NPC
56
National Planning Corporation
California
$3.56M +$184K +2,404 +5%
MFS
57
MSI Financial Services
Massachusetts
$3.48M +$556K +7,414 +19%
PAG
58
Private Advisor Group
New Jersey
$3.26M +$117K +1,556 +4%
BlackRock
59
BlackRock
New York
$3.22M +$926K +12,355 +40%
SF
60
Synovus Financial
Georgia
$3.18M +$499K +6,661 +19%
HighTower Advisors
61
HighTower Advisors
Illinois
$3.15M +$201K +2,674 +7%
WA
62
Winfield Associates
Ohio
$3.14M -$43.5K -580 -1%
BG
63
Bahl & Gaynor
Ohio
$3.11M -$5.14M -68,530 -62%
Stifel Financial
64
Stifel Financial
Missouri
$3.05M +$176K +2,345 +6%
AIG
65
American International Group
New York
$2.91M -$81.3K -1,084 -3%
ONB
66
Old National Bancorp
Indiana
$2.9M +$2.9M +38,673 New
LWA
67
Lowe Wealth Advisors
Maryland
$2.61M +$236K +3,150 +10%
SFT
68
Simmons First Trust
Arkansas
$2.58M +$355K +4,733 +16%
EWM
69
Evercore Wealth Management
New York
$2.51M +$2.51M +33,432 New
BAC
70
Boys Arnold & Co
North Carolina
$2.5M -$345K -4,600 -12%
VIA
71
Vantage Investment Advisors
Pennsylvania
$2.43M +$1.21M +16,075 +98%
KA
72
Klingman & Associates
New York
$2.38M +$23.2K +310 +1%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$2.36M +$24.4K +325 +1%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.32M +$257K +3,425 +12%
NC
75
NewSquare Capital
Pennsylvania
$2.31M -$327K -4,362 -12%
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