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iShares Core High Dividend ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Chatham Capital Group
Georgia
$5.45M +$98.1K +1,258 +2%
MCM
52
MV Capital Management
Maryland
$5.28M +$2.65M +33,930 +101%
IPC
53
Independent Portfolio Consultants
Florida
$5M +$347K +4,445 +7%
BHB
54
Bank Hapoalim BM
Israel
$4.81M +$87K +1,115 +2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.24M +$660K +8,467 +18%
MIAN
56
Mariner Independent Advisor Network
Kansas
$4.03M +$4.03M +51,628 New
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$4.02M +$476K +6,106 +13%
BIM
58
BlackRock Investment Management
Delaware
$3.75M +$735K +9,425 +24%
CAL
59
Capital Advisors Ltd
Ohio
$3.67M +$312K +3,993 +9%
KFP
60
Keystone Financial Planning
Ohio
$3.67M +$1.94M +24,838 +112%
GT
61
Glenmede Trust
Pennsylvania
$3.47M +$383K +4,904 +12%
HighTower Advisors
62
HighTower Advisors
Illinois
$3.44M -$1.91M -24,433 -36%
FA
63
FC Advisory
Pennsylvania
$3.32M -$25.6K -328 -0.8%
William Blair & Company
64
William Blair & Company
Illinois
$3.22M +$458K +5,876 +17%
SI
65
Stephens Inc
Arkansas
$3.16M -$260K -3,339 -8%
WA
66
Winfield Associates
Ohio
$3.12M +$54.6K +700 +2%
AIG
67
American International Group
New York
$3.06M +$837K +10,725 +38%
LWA
68
Lowe Wealth Advisors
Maryland
$2.97M +$35.9K +460 +1%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$2.93M +$623K +7,991 +27%
HTC
70
Haverford Trust Company
Pennsylvania
$2.8M +$193K +2,468 +7%
BG
71
Bahl & Gaynor
Ohio
$2.68M -$19.1M -245,226 -88%
BTS
72
BB&T Securities
Virginia
$2.64M +$2.32M +29,710 +729%
EWM
73
Evercore Wealth Management
New York
$2.61M – – –
CWM
74
Concert Wealth Management
California
$2.46M +$1.85M +23,626 +305%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2.4M +$2.4M +30,813 New
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