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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 %
BIAS
126
Beacon Investment Advisory Services
New Jersey
$1.95M – – –
NFG
127
Next Financial Group
Texas
$1.95M +$1.36M +16,122 +232%
CAC
128
Certified Advisory Corp
Florida
$1.9M +$19.9K +236 +1%
ASN
129
Advisory Services Network
Georgia
$1.87M +$825K +9,784 +79%
FAIM
130
Financial Advocates Investment Management
Washington
$1.8M -$271K -3,210 -13%
Lido Advisors
131
Lido Advisors
California
$1.8M +$1.18M +14,008 +191%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$1.78M +$88.4K +1,047 +5%
AWA
133
ARS Wealth Advisors
Florida
$1.77M -$125K -1,480 -7%
BRWA
134
B. Riley Wealth Advisors
Florida
$1.77M +$1.55M +18,369 +718%
BHB
135
Bank Hapoalim BM
Israel
$1.76M -$40.9K -485 -2%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$1.74M +$1.74M +20,665 New
GFPC
137
Global Financial Private Capital
Florida
$1.74M +$1.34M +15,858 +335%
EIP
138
Ellis Investment Partners
Pennsylvania
$1.73M +$1.73M +20,388 New
KA
139
Klingman & Associates
New York
$1.72M -$33.3K -395 -2%
LIM
140
Leavell Investment Management
Alabama
$1.72M -$99.1K -1,175 -5%
GGI
141
Godsey & Gibb Inc
Virginia
$1.68M -$92.1K -1,092 -5%
LGWM
142
Litman Gregory Wealth Management
California
$1.67M – – –
BAC
143
Boys Arnold & Co
North Carolina
$1.66M -$126K -1,500 -7%
CFA
144
Carroll Financial Associates
North Carolina
$1.66M +$146K +1,714 +10%
FAN
145
Financial Advisors Network
California
$1.63M +$1.63M +19,363 New
WA
146
Wambolt & Associates
Colorado
$1.63M +$1.63M +19,293 New
KTC
147
Kistler-Tiffany Companies
Pennsylvania
$1.62M -$40.6K -481 -2%
AIC
148
Ameritas Investment Company
Nebraska
$1.6M +$1.6M +19,007 New
William Blair & Company
149
William Blair & Company
Illinois
$1.58M -$759 -9 -0%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$1.58M +$565K +6,690 +56%
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