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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 %
BC
101
Brinker Capital
Pennsylvania
$3.23M +$2.97M +35,257 +1,169%
FA
102
FC Advisory
Pennsylvania
$3.18M -$20.8K -246 -0.6%
SI
103
Stephens Inc
Arkansas
$3.13M +$3.88K +46 +0.1%
SWP
104
Stratos Wealth Partners
Ohio
$3.09M +$95.1K +1,127 +3%
Citadel Advisors
105
Citadel Advisors
Florida
$3.04M +$1.41M +16,711 +86%
SFWC
106
Strategic Family Wealth Counselors
New Jersey
$3.04M +$3.04M +36,029 New
CFS
107
CRA Financial Services
New Jersey
$3.04M +$3.04M +35,967 New
LWA
108
Lowe Wealth Advisors
Maryland
$2.99M -$90.7K -1,075 -3%
SEI Investments
109
SEI Investments
Pennsylvania
$2.63M +$2.37M +28,128 +943%
SWM
110
Sequoia Wealth Management
Illinois
$2.61M +$399K +4,726 +18%
NFC
111
Northeast Financial Consultants
Connecticut
$2.56M +$349K +4,133 +16%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$2.46M -$4.44M -52,687 -64%
AIP
113
Ahrens Investment Partners
Louisiana
$2.37M -$262K -3,100 -10%
MIAN
114
Mariner Independent Advisor Network
Kansas
$2.36M +$65.6K +767 +3%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$2.34M -$45.2K -536 -2%
EWA
116
ERTS Wealth Advisors
Michigan
$2.24M +$2.24M +26,508 New
DAS
117
Dynamic Advisor Solutions
Arizona
$2.23M +$1.21M +13,965 +118%
1WA
118
180 Wealth Advisors
Washington
$2.22M -$36.9K -408 -2%
WA
119
Winfield Associates
Ohio
$2.19M -$2.11K -25 -0.1%
GFP
120
Gryphon Financial Partners
Ohio
$2.16M +$2.16M +25,487 New
ST
121
Smithfield Trust
Pennsylvania
$2.15M -$395K -4,680 -15%
SC
122
Scotia Capital
Ontario, Canada
$2.1M +$101K +1,196 +5%
KFGK
123
Keystone Financial Group (Kentucky)
Kentucky
$2.04M +$120K +1,426 +6%
CBFP
124
Cedar Brook Financial Partners
Ohio
$2.03M +$2.03M +24,073 New
NFG
125
Noven Financial Group
Colorado
$2M +$2M +23,679 New
3 4
5
6 7