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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Altium Wealth Management
New York
$1.49M -$1.23M -14,505 -45%
PWW
127
Pettyjohn Wood & White
Virginia
$1.46M -$14.9K -175 -1%
AW
128
ACG Wealth
Georgia
$1.44M -$88K -1,036 -6%
William Blair & Company
129
William Blair & Company
Illinois
$1.42M +$333K +3,920 +31%
CB
130
Chemical Bank
Michigan
$1.41M – – –
NFG
131
Next Financial Group
Texas
$1.37M -$853K -10,037 -38%
SWA
132
SFMG Wealth Advisors
Texas
$1.32M -$379K -4,463 -22%
WTC
133
WhitTier Trust Company
Nevada
$1.31M -$208K -2,445 -14%
APA
134
American Portfolios Advisors
New York
$1.29M +$43.9K +516 +4%
PP
135
PagnatoKarp Partners
Virginia
$1.28M +$86 +1 +0%
AFC
136
AFT Forsyth & Company
Florida
$1.26M +$36.4K +428 +3%
AEPG
137
American Economic Planning Group
New Jersey
$1.23M -$814K -9,584 -40%
KF
138
Krilogy Financial
Missouri
$1.22M -$146K -1,721 -11%
AAP
139
Arax Advisory Partners
Colorado
$1.19M +$54.5K +641 +5%
PA
140
Parallel Advisors
California
$1.17M +$25.4K +299 +2%
PPFA
141
Provida Pension Fund Administrator
Chile
$1.15M – – –
ASN
142
Advisory Services Network
Georgia
$1.11M -$1.42M -16,228 -56%
IP
143
Investment Partners
Ohio
$1.11M +$121K +1,424 +12%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$307K +3,608 +39%
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$1.1M – – –
SFG
146
StrategIQ Financial Group
Indiana
$1.09M -$75.2K -885 -6%
AWM
147
AE Wealth Management
Kansas
$1.07M -$186K -2,188 -15%
GWM
148
Geneos Wealth Management
Colorado
$1.06M +$209K +2,458 +25%
BAS
149
Brown Advisory Securities
Maryland
$1.05M -$127K -1,497 -11%
CPSAC
150
Chas P. Smith & Associates (CPS)
Florida
$1.03M -$23.4K -276 -2%
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