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iShares Core High Dividend ETF
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Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$2.27M +$173K +1,828 +8%
CAC
127
Certified Advisory Corp
Florida
$2.26M +$190K +2,007 +9%
SC
128
Scotia Capital
Ontario, Canada
$2.21M +$34.3K +363 +2%
BIAS
129
Beacon Investment Advisory Services
New Jersey
$2.19M +$662 +7 +0%
NFG
130
Noven Financial Group
Colorado
$2.19M -$45.3K -479 -2%
GVAG
131
Great Valley Advisor Group
Delaware
$2.15M +$793K +8,389 +59%
EWA
132
ERTS Wealth Advisors
Michigan
$2.13M -$475K -5,021 -18%
AWM
133
AE Wealth Management
Kansas
$2.13M +$545K +5,763 +34%
SFWA
134
Summit Financial Wealth Advisors
Louisiana
$2.09M +$2.09M +22,078 New
SWM
135
Sequoia Wealth Management
Illinois
$2.08M -$534K -5,656 -20%
UCFA
136
United Capital Financial Advisors
Texas
$2.03M +$259K +2,741 +15%
TNBTD
137
Trustmark National Bank Trust Department
Mississippi
$2.02M +$113K +1,200 +6%
SMC
138
Smith, Moore & Co
Missouri
$1.97M +$459K +4,861 +30%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.96M -$7.38M -78,100 -79%
WA
140
Wambolt & Associates
Colorado
$1.93M +$8.79K +93 +0.5%
SFG
141
Summit Financial Group
West Virginia
$1.93M +$1.93M +20,415 New
KA
142
Klingman & Associates
New York
$1.92M +$473 +5 +0%
LIM
143
Leavell Investment Management
Alabama
$1.92M – – –
CPA
144
Court Place Advisors
Maryland
$1.9M +$230K +2,433 +14%
LDFR
145
Lehman & Derafelo Financial Resources
Pennsylvania
$1.88M +$93.4K +977 +5%
LGWM
146
Litman Gregory Wealth Management
California
$1.87M – – –
BWP
147
Bernardo Wealth Planning
Pennsylvania
$1.87M -$2.93K -31 -0.2%
CFA
148
Carroll Financial Associates
North Carolina
$1.87M +$36.1K +382 +2%
FAN
149
Financial Advisors Network
California
$1.85M +$15.3K +167 +0.8%
BHB
150
Bank Hapoalim BM
Israel
$1.81M -$103K -1,088 -5%
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