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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 %
BIAS
126
Beacon Investment Advisory Services
New Jersey
$843K +$843K +10,809 New
CPSAC
127
Chas P. Smith & Associates (CPS)
Florida
$833K -$45.4K -582 -5%
IP
128
Investment Partners
Ohio
$829K +$59.7K +814 +8%
SWM
129
SVA Wealth Management
Wisconsin
$816K -$448K -5,748 -35%
PP
130
Patten & Patten
Tennessee
$805K +$16.1K +206 +2%
RW
131
Rand Wealth
Maryland
$795K -$187K -2,392 -19%
SCA
132
Snowden Capital Advisors
New York
$792K +$792K +10,155 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$791K +$61.5K +788 +8%
FSA
134
Financial Sense Advisors
California
$780K – – –
Citigroup
135
Citigroup
New York
$734K +$15.1K +194 +2%
HSA
136
HBK Sorce Advisory
Pennsylvania
$727K -$97K -1,243 -12%
TC
137
Trust Company
Kansas
$722K +$74.1K +950 +11%
VFS
138
VSR Financial Services
Kansas
$718K +$718K +9,206 New
MA
139
MCF Advisors
Kentucky
$713K -$25K -321 -3%
NEIRG
140
New England Investment & Retirement Group
Massachusetts
$679K -$67.1K -860 -9%
ADL
141
Asset Dedication LLC
California
$677K -$302K -3,868 -31%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$658K +$131K +1,675 +25%
SMC
143
Smith, Moore & Co
Missouri
$654K +$654K +8,384 New
MHS
144
M Holdings Securities
Oregon
$644K +$101K +1,296 +19%
AAS
145
Annex Advisory Services
Wisconsin
$628K -$54.1K -693 -8%
NEAM
146
New England Asset Management
Connecticut
$624K – – –
RCAG
147
Rehmann Capital Advisory Group
Michigan
$617K +$60.9K +781 +11%
BIA
148
Biondo Investment Advisors
Pennsylvania
$606K +$92.9K +1,190 +18%
FG
149
Fiduciary Group
Georgia
$603K +$4.37K +56 +0.7%
MLIC
150
Mandatum Life Insurance Company
Finland
$596K -$25K -320 -4%
4 5
6
7 8