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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 %
UFA
76
US Financial Advisors
Massachusetts
$2.17M -$24.1K -321 -1%
NFC
77
Northeast Financial Consultants
Connecticut
$2.14M +$77.8K +1,037 +4%
PPA
78
Parametric Portfolio Associates
Washington
$2.09M -$14.3K -191 -0.7%
VFAM
79
Valley Forge Asset Management
Pennsylvania
$2.03M +$208K +2,770 +11%
SC
80
Scotia Capital
Ontario, Canada
$2.01M -$131K -1,752 -6%
HTC
81
Haverford Trust Company
Pennsylvania
$1.97M +$123K +1,635 +7%
PWW
82
Pettyjohn Wood & White
Virginia
$1.96M -$75.7K -1,009 -4%
KTC
83
Kistler-Tiffany Companies
Pennsylvania
$1.96M +$29.8K +397 +2%
PIA
84
Peachtree Investment Advisors
Georgia
$1.95M -$244K -3,255 -11%
AEPG
85
American Economic Planning Group
New Jersey
$1.73M +$4.2K +56 +0.2%
MA
86
MUFG Americas
New York
$1.71M +$148K +1,972 +9%
LIM
87
Leavell Investment Management
Alabama
$1.68M +$69.4K +925 +4%
KFP
88
Keystone Financial Planning
Ohio
$1.66M -$328K -4,369 -17%
FAAS
89
First Allied Advisory Services
California
$1.63M +$58.6K +783 +4%
HF
90
Hoxton Financial
West Virginia
$1.49M +$353K +4,714 +31%
HSA
91
HBK Sorce Advisory
Pennsylvania
$1.42M +$2.1K +28 +0.1%
WTC
92
WhitTier Trust Company
Nevada
$1.37M -$12K -160 -0.9%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$1.37M +$81.1K +1,081 +6%
TH
94
Timber Hill
Connecticut
$1.31M -$503K -6,700 -28%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$1.23M -$609K -8,126 -33%
BT
96
Beacon Trust
New Jersey
$1.19M -$276K -3,688 -19%
PSI
97
Pinnacle Summer Investments
Virginia
$1.17M +$7.13K +95 +0.6%
SWM
98
SVA Wealth Management
Wisconsin
$1.14M +$42.7K +569 +4%
SPC
99
Sigma Planning Corp
Michigan
$1.04M +$47.1K +628 +5%
RW
100
Rand Wealth
Maryland
$1.01M +$81.3K +1,084 +9%
2 3
4
5 6