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iShares Core High Dividend ETF
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Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
76
Barings
North Carolina
$4.53M +$4.02M +47,685 +789%
NAM
77
North American Management
Massachusetts
$4.48M -$137K -1,624 -3%
IWM
78
IHT Wealth Management
Illinois
$4.46M +$344K +4,078 +8%
NA
79
Nottingham Advisors
New York
$4.42M -$11.5K -125 -0.3%
SDAM
80
Shulman DeMeo Asset Management
New York
$4.22M +$4.22M +49,976 New
FAAS
81
First Allied Advisory Services
California
$4.21M +$2.67M +31,649 +173%
PCG
82
Private Capital Group
Connecticut
$4.15M -$34.1K -404 -0.8%
SS
83
Sunbelt Securities
Texas
$4.11M +$3.56M +42,164 +644%
PFO
84
Pathstone Family Office
New Jersey
$4.04M +$15.1K +179 +0.4%
VAM
85
Verity Asset Management
North Carolina
$4M +$4M +47,424 New
APA
86
American Portfolios Advisors
New York
$3.94M +$2.63M +31,114 +199%
PMG
87
ProVise Management Group
Florida
$3.92M +$207K +2,457 +6%
AF
88
Allworth Financial
California
$3.92M -$214K -2,539 -5%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$3.82M +$3.26M +38,687 +586%
CAL
90
Capital Advisors Ltd
Ohio
$3.76M -$61.8K -732 -2%
CCG
91
Chatham Capital Group
Georgia
$3.64M -$21.1K -250 -0.6%
AGA
92
Arkos Global Advisors
Texas
$3.62M +$3.62M +42,921 New
RFC
93
Regions Financial Corp
Alabama
$3.57M +$1.45M +17,141 +68%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$3.57M +$228K +2,698 +7%
LNC
95
Lincoln National Corp
Pennsylvania
$3.52M -$297K -3,525 -8%
IA
96
IFP Advisors
Florida
$3.39M -$574K -6,860 -14%
ONB
97
Old National Bancorp
Indiana
$3.36M -$152K -1,798 -4%
MCM
98
MV Capital Management
Maryland
$3.32M +$699K +8,286 +27%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$3.32M -$611K -7,242 -16%
DADC
100
D.A. Davidson & Co
Montana
$3.25M +$153K +1,809 +5%
2 3
4
5 6