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iShares Core High Dividend ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NewSquare Capital
Pennsylvania
$1.44M -$60.8K -779 -4%
MA
102
MUFG Americas
New York
$1.43M -$62.4K -800 -4%
PIA
103
Peachtree Investment Advisors
Georgia
$1.41M -$90.9K -1,165 -6%
WTC
104
WhitTier Trust Company
Nevada
$1.37M -$23.4K -300 -2%
VIA
105
Vantage Investment Advisors
Pennsylvania
$1.33M +$156 +2 +0%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$1.28M – – –
Luther King Capital Management (LKCM)
107
Luther King Capital Management (LKCM)
Texas
$1.27M +$16.5K +212 +1%
FMP
108
Financial Management Professionals
Texas
$1.21M +$1.21M +15,445 New
IA
109
IFP Advisors
Florida
$1.19M -$1.05M -11,234 -47%
DWM
110
Destination Wealth Management
California
$1.16M – – –
SB
111
Suntrust Banks
Georgia
$1.16M +$554K +7,111 +92%
AOWM
112
Alpha Omega Wealth Management
Virginia
$1.14M +$2.26K +29 +0.2%
CFA
113
Carroll Financial Associates
North Carolina
$1.13M +$551K +7,070 +96%
SPC
114
Sigma Planning Corp
Michigan
$1.12M +$373K +4,786 +50%
GGI
115
Godsey & Gibb Inc
Virginia
$1.12M +$111K +1,421 +11%
Allianz Asset Management
116
Allianz Asset Management
Germany
$1.11M +$1.11M +14,277 New
CPA
117
Court Place Advisors
Maryland
$1.02M – – –
SHA
118
Smith Hayes Advisers
Nebraska
$1.02M -$51.5K -660 -5%
SMH
119
Sanders Morris Harris
Texas
$1M +$1M +12,840 New
ICAS
120
Investors Capital Advisory Services
Massachusetts
$999K +$35.9K +460 +4%
JIP
121
Jaffetilchin Investment Partners
Florida
$952K +$101K +1,295 +12%
SMA
122
Simply Money Advisors
Ohio
$883K -$147K -1,891 -14%
VF
123
Virtu Financial
New York
$875K -$1.68M -21,565 -66%
B
124
Bailard
California
$875K +$875K +11,220 New
Northern Trust
125
Northern Trust
Illinois
$844K -$184K -2,354 -18%
3 4
5
6 7