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iShares Core High Dividend ETF
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Overview Fund Activity

182 hedge funds and large institutions have $1.63B invested in iShares Core High Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+2
Holders Change %
+1.11%
% of All Funds
5.23%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.43%
New
18
Increased
86
Reduced
55
Closed
16
Calls
–
Puts
$1M
Net Calls
-$1M
Net Calls Change
-$381K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$169M
2
SMM
2
Stadion Money Management
Georgia
$66.5M
3
MB
3
Mizuho Bank
Japan
$30.2M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$24.9M
5
AIM
5
Astor Investment Management
Illinois
$40.4M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$95.6M
2
HB
2
Homrich & Berg
Georgia
$22.8M
3
DCM
3
Dorsal Capital Management
California
$11.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$49.5M
5
TMNFIC
5
Tokio Marine & Nichido Fire Insurance Company
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$229K +$229K +3,044 New
CCMG
152
Clark Capital Management Group
Pennsylvania
$216K -$4.59K -61 -2%
CI
153
Chartist Inc
California
$210K +$210K +2,777 New
Natixis Advisors
154
Natixis Advisors
Massachusetts
$210K +$210K +2,788 New
LNC
155
Lincoln National Corp
Pennsylvania
$203K +$203K +2,688 New
FCCM
156
First City Capital Management
Georgia
$178K – – –
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$172K – – –
WEC
158
Winslow Evans & Crocker
Massachusetts
$134K +$2.64K +35 +2%
PAS
159
Partnervest Advisory Services
California
$109K +$10.2K +135 +10%
US Bancorp
160
US Bancorp
Minnesota
$92K +$54.4K +723 +145%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$79K +$76.4K +1,016 +2,988%
PIM
162
Parasol Investment Management
Illinois
$75K – – –
CG
163
Colony Group
Massachusetts
$72K +$72K +955 New
LWA
164
Lenox Wealth Advisors
New York
$44K – – –
FWM
165
Focused Wealth Management
New York
$43K – – –
BAM
166
Brave Asset Management
New Jersey
$40K – – –
BFEC
167
Benjamin F. Edwards & Company
Missouri
$39K – – –
TSW
168
Thompson Siegel & Walmsley
Virginia
$32K – – –
Bessemer Group
169
Bessemer Group
New Jersey
$30K – – –
SFSIG
170
San Francisco Sentry Investment Group
California
$27K – – –
TFO
171
Tarbox Family Office
California
$24K +$24K +322 New
NFG
172
Next Financial Group
Texas
$23K +$23K +314 New
GAM
173
Gemmer Asset Management
California
$20K +$150 +2 +0.8%
DAM
174
Delta Asset Management
Tennessee
$19K – – –
BCM
175
Blume Capital Management
California
$13K -$3.71K -50 -22%
4 5 6
7
8