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iShares Core High Dividend ETF
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Overview Fund Activity

458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
9.93%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
53
Increased
165
Reduced
150
Closed
39
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$31.6M
2
Ameriprise
Ameriprise
Minnesota
+$26.1M
3
BFG
Bouchey Financial Group
New York
+$25.4M
4
FI
FormulaFolio Investments
Michigan
+$16.6M
5
DAS
Dynamic Advisor Solutions
Arizona
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$218M
2
AG
Advisor Group
Arizona
-$63.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$60.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$52.4M
5
Morgan Stanley
Morgan Stanley
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Forefront Analytics
Pennsylvania
$8.04M -$3.27M -35,028 -29%
Fidelity International
52
Fidelity International
Bermuda
$8M -$13.2M -141,666 -62%
Allianz Asset Management
53
Allianz Asset Management
Germany
$7.74M -$2.83M -30,365 -27%
JCM
54
Janney Capital Management
Pennsylvania
$7.71M -$519K -5,564 -6%
KFP
55
Keystone Financial Planning
Ohio
$7.56M +$109K +1,164 +1%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$7.46M +$91.2K +978 +1%
Stifel Financial
57
Stifel Financial
Missouri
$7.21M -$383K -4,104 -5%
NAM
58
NTV Asset Management
West Virginia
$7.19M +$5.22K +56 +0.1%
HFS
59
HL Financial Services
Kentucky
$7.15M -$157K -1,686 -2%
W
60
WealthOne
New York
$6.68M +$873K +9,355 +15%
HighTower Advisors
61
HighTower Advisors
Illinois
$6.54M -$1.6M -17,124 -20%
BCI
62
Brinker Capital Investments
Pennsylvania
$6.15M -$492K -5,269 -7%
LFAS
63
Level Four Advisory Services
Texas
$6.12M -$176K -1,888 -3%
HTC
64
Haverford Trust Company
Pennsylvania
$5.98M +$102K +1,095 +2%
CA
65
Cetera Advisors
Colorado
$5.83M +$171K +1,831 +3%
GB
66
Gunma Bank
Japan
$5.69M – – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$5.67M – – –
ASN
68
Advisory Services Network
Georgia
$5.59M +$3.52M +37,690 +170%
Mariner
69
Mariner
Kansas
$5.57M +$192K +2,061 +4%
FHB
70
First Hawaiian Bank
Hawaii
$5.56M – – –
FFG
71
Frisch Financial Group
New York
$5.51M -$661K -7,086 -11%
BTS
72
BB&T Securities
Virginia
$5.32M -$265K -2,842 -5%
B
73
Barings
North Carolina
$5.27M +$258K +2,765 +5%
WCG
74
Weaver Consulting Group
California
$5.19M +$5.19M +55,088 New
NAM
75
North American Management
Massachusetts
$5.16M +$206K +2,210 +4%
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