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iShares Core High Dividend ETF
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Overview Fund Activity

458 hedge funds and large institutions have $2.79B invested in iShares Core High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
9.93%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
53
Increased
165
Reduced
150
Closed
39
Calls
$1.67M
Puts
–
Net Calls
+$1.67M
Net Calls Change
+$1.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$31.6M
2
Ameriprise
Ameriprise
Minnesota
+$26.1M
3
BFG
Bouchey Financial Group
New York
+$25.4M
4
FI
FormulaFolio Investments
Michigan
+$16.6M
5
DAS
Dynamic Advisor Solutions
Arizona
+$12.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$218M
2
AG
Advisor Group
Arizona
-$63.5M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$60.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$52.4M
5
Morgan Stanley
Morgan Stanley
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Scotia Capital
Ontario, Canada
$2.15M -$167K -1,787 -7%
FAIM
127
Financial Advocates Investment Management
Washington
$2.07M +$80.3K +861 +4%
CAC
128
Certified Advisory Corp
Florida
$2.04M -$64.8K -695 -3%
Lido Advisors
129
Lido Advisors
California
$2.01M +$16.4K +176 +0.8%
WA
130
Wambolt & Associates
Colorado
$1.91M +$96.6K +1,025 +5%
KA
131
Klingman & Associates
New York
$1.9M -$3.27K -35 -0.2%
SFS
132
Sowell Financial Services
Arkansas
$1.9M +$587K +6,290 +45%
LIM
133
Leavell Investment Management
Alabama
$1.89M -$6.53K -70 -0.3%
BHB
134
Bank Hapoalim BM
Israel
$1.89M -$57.4K -615 -3%
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$1.88M +$135K +1,443 +8%
LGWM
136
Litman Gregory Wealth Management
California
$1.85M – – –
BWP
137
Bernardo Wealth Planning
Pennsylvania
$1.85M +$176K +1,885 +11%
EIP
138
Ellis Investment Partners
Pennsylvania
$1.84M -$80.3K -853 -4%
CFA
139
Carroll Financial Associates
North Carolina
$1.81M -$7.46K -80 -0.4%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$1.81M -$123K -1,320 -6%
AWA
141
ARS Wealth Advisors
Florida
$1.79M -$161K -1,723 -8%
FAN
142
Financial Advisors Network
California
$1.79M +$58K +648 +3%
FAAS
143
First Allied Advisory Services
California
$1.78M -$2.88M -30,895 -62%
BAC
144
Boys Arnold & Co
North Carolina
$1.77M -$79.3K -850 -4%
UCFA
145
United Capital Financial Advisors
Texas
$1.75M +$315K +3,379 +22%
LDFR
146
Lehman & Derafelo Financial Resources
Pennsylvania
$1.75M +$39.5K +423 +2%
GGI
147
Godsey & Gibb Inc
Virginia
$1.73M -$125K -1,339 -7%
1NWS
148
1 North Wealth Services
Maryland
$1.71M +$15.7K +168 +0.9%
CPA
149
Court Place Advisors
Maryland
$1.65M +$373 +4 +0%
RIA
150
Regal Investment Advisors
Michigan
$1.62M +$26.5K +284 +2%
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