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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 %
SF
76
Synovus Financial
Georgia
$1.89M +$69.6K +923 +4%
SFT
77
Simmons First Trust
Arkansas
$1.8M +$36.6K +485 +2%
AEPG
78
American Economic Planning Group
New Jersey
$1.74M +$895K +11,877 +106%
BT
79
Beacon Trust
New Jersey
$1.64M -$140K -1,862 -8%
CWM
80
Concert Wealth Management
California
$1.64M +$10.1K +137 +0.6%
LIM
81
Leavell Investment Management
Alabama
$1.6M +$78.8K +1,045 +5%
PWW
82
Pettyjohn Wood & White
Virginia
$1.43M -$26.4K -350 -2%
AAS
83
Annex Advisory Services
Wisconsin
$1.39M -$13.2K -175 -0.9%
WTC
84
WhitTier Trust Company
Nevada
$1.38M -$63.3K -840 -4%
PPA
85
Parametric Portfolio Associates
Washington
$1.34M -$2.46M -32,616 -65%
KTC
86
Kistler-Tiffany Companies
Pennsylvania
$1.31M +$127K +1,681 +11%
FAAS
87
First Allied Advisory Services
California
$1.22M +$46.8K +622 +4%
MA
88
MCF Advisors
Kentucky
$1.22M +$152K +2,128 +14%
HSA
89
HBK Sorce Advisory
Pennsylvania
$1.22M +$528 +7 +0%
TRCT
90
Tower Research Capital (TRC)
New York
$1.19M -$5M -66,291 -81%
VIA
91
Vantage Investment Advisors
Pennsylvania
$1.11M +$1.13K +15 +0.1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.07M +$77.2K +1,024 +8%
PSI
93
Pinnacle Summer Investments
Virginia
$1.04M +$22.6K +300 +2%
VFAM
94
Valley Forge Asset Management
Pennsylvania
$1.03M -$255K -3,380 -20%
SAG
95
Sterne Agee Group
Alabama
$1.02M +$77.8K +1,031 +8%
MA
96
MUFG Americas
New York
$991K -$7.54K -100 -0.8%
HTC
97
Haverford Trust Company
Pennsylvania
$985K +$387K +5,129 +65%
KFS
98
KMS Financial Services
Washington
$969K +$282K +3,747 +41%
CCM
99
Coe Capital Management
Illinois
$924K -$9.43K -125 -1%
AL
100
Aspiriant LLC
California
$886K -$201K -2,665 -18%
2 3
4
5 6