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iShares Core High Dividend ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$85.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.1M
3
Bank of America
Bank of America
North Carolina
+$43.5M
4
SMA
Simply Money Advisors
Ohio
+$19.9M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$16.9M
2
Jane Street
Jane Street
New York
-$6.84M
3
SG Americas Securities
SG Americas Securities
New York
-$2.92M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
EWM
Evercore Wealth Management
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
101
Vantage Investment Advisors
Pennsylvania
$1.25M +$122K +1,590 +11%
AAS
102
Annex Advisory Services
Wisconsin
$1.2M -$109K -1,426 -8%
PSI
103
Pinnacle Summer Investments
Virginia
$1.18M +$137K +1,790 +13%
HF
104
Hoxton Financial
West Virginia
$1.16M +$238K +3,115 +26%
SWM
105
SVA Wealth Management
Wisconsin
$1.12M +$374K +4,883 +50%
SPC
106
Sigma Planning Corp
Michigan
$1.01M +$1.01M +13,249 New
MA
107
MCF Advisors
Kentucky
$1.01M -$353K -4,609 -26%
SMM
108
Stadion Money Management
Georgia
$999K +$999K +13,058 New
RW
109
Rand Wealth
Maryland
$961K +$961K +12,392 New
PG
110
Patten Group
Tennessee
$943K +$943K +12,315 New
IWA
111
Inspirion Wealth Advisors
Illinois
$909K +$909K +11,879 New
Credit Agricole
112
Credit Agricole
France
$881K +$881K +11,595 New
CCM
113
Coe Capital Management
Illinois
$880K -$5.36K -70 -0.6%
FSC
114
Fiduciary Services Corp
Georgia
$865K +$220K +2,876 +34%
ICAS
115
Investors Capital Advisory Services
Massachusetts
$861K -$38.2K -500 -4%
SAG
116
Sterne Agee Group
Alabama
$800K -$267K -3,486 -25%
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
$792K +$3.75K +49 +0.5%
CAL
118
Capital Advisors Ltd
Ohio
$792K +$632K +8,259 +395%
PP
119
Patten & Patten
Tennessee
$785K -$13.5K -176 -2%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$782K +$372K +4,866 +91%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$753K +$753K +9,701 New
DADC
122
D.A. Davidson & Co
Montana
$750K +$138K +1,803 +23%
SIA
123
Stancorp Investment Advisers
Oregon
$750K +$750K +9,796 New
LH
124
Lebenthal Holdings
New York
$745K +$745K +9,734 New
CAN
125
Cetera Advisor Networks
California
$722K +$89.5K +1,171 +14%
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5
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