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iShares Core High Dividend ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M

Top Buyers

1
WBG
1
Wharton Business Group
Pennsylvania
$62.7M
2
Ameriprise
2
Ameriprise
Minnesota
$124M
3
Bank of America
3
Bank of America
North Carolina
$251M
4
FTUS
4
Flow Traders U.S.
New York
$12.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$214M

Top Sellers

1
DCM
1
Dupont Capital Management
Delaware
$0
2
QI
2
QS Investors
New York
$49.4M
3
FIG
3
FundX Investment Group
California
$0
4
NFG
4
Noven Financial Group
Colorado
$14.6M
5
UBS Group
5
UBS Group
Switzerland
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
101
Rikoon Group
New Mexico
$2.11M +$135K +1,642 +7%
HA
102
Hamel Associates
New Jersey
$2.06M -$1.73K -21 -0.1%
GA
103
GFS Advisors
Texas
$2.06M -$102K -1,235 -5%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$2.04M +$23.5K +286 +1%
BAC
105
Boys Arnold & Co
North Carolina
$2.04M +$104K +1,259 +5%
LGWM
106
Litman Gregory Wealth Management
California
$2.02M -$96.8K -1,177 -5%
BA
107
BlackRock Advisors
Delaware
$2.01M +$557K +6,771 +38%
TNBTD
108
Trustmark National Bank Trust Department
Mississippi
$1.99M -$46.5K -565 -2%
LIM
109
Leavell Investment Management
Alabama
$1.95M -$23K -280 -1%
CFA
110
Carroll Financial Associates
North Carolina
$1.94M +$1.81K +22 +0.1%
SWA
111
SFMG Wealth Advisors
Texas
$1.93M -$77.2K -939 -4%
AEPG
112
American Economic Planning Group
New Jersey
$1.9M +$44.9K +546 +2%
KTC
113
Kistler-Tiffany Companies
Pennsylvania
$1.88M -$17.4K -211 -0.9%
ICOA
114
Investment Centers of America
North Dakota
$1.88M +$446K +5,422 +31%
PP
115
PagnatoKarp Partners
Virginia
$1.87M +$1.87M +22,696 New
BAAM
116
Baker Avenue Asset Management
California
$1.86M -$1.72M -20,867 -48%
KA
117
Klingman & Associates
New York
$1.78M – – –
PWW
118
Pettyjohn Wood & White
Virginia
$1.69M -$32.9K -400 -2%
RIA
119
Regal Investment Advisors
Michigan
$1.65M +$615K +7,472 +59%
FAAS
120
First Allied Advisory Services
California
$1.64M +$293K +3,565 +22%
FA
121
FDx Advisors
Illinois
$1.58M +$782K +9,510 +98%
KF
122
Krilogy Financial
Missouri
$1.58M -$120K -1,457 -7%
RWM
123
Ritholtz Wealth Management
New York
$1.54M +$1.54M +18,677 New
FHA
124
Flagship Harbor Advisors
Massachusetts
$1.53M +$1.53M +18,575 New
AAP
125
Arax Advisory Partners
Colorado
$1.47M +$1.47M +17,846 New
3 4
5
6 7