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iShares Core High Dividend ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.99B invested in iShares Core High Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+18
Holders Change %
+7.53%
% of All Funds
6.86%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
45
Increased
104
Reduced
67
Closed
24
Calls
$3K
Puts
$1K
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$79.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$19.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.2M
5
NFG
Noven Financial Group
Colorado
+$16.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$56.7M
2
BG
Bahl & Gaynor
Ohio
-$19.1M
3
PPFA
Provida Pension Fund Administrator
Chile
-$17.7M
4
CS
Credit Suisse
Switzerland
-$12.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
151
Hochman Cole Investment Advisors
Illinois
$593K -$9.59K -123 -2%
US Bancorp
152
US Bancorp
Minnesota
$585K +$556K +7,125 +1,926%
IWA
153
Inspirion Wealth Advisors
Illinois
$579K +$390 +5 +0.1%
RCM
154
Rain Capital Management
Oregon
$554K – – –
AIM
155
Arcadia Investment Management
Michigan
$540K +$73.9K +948 +16%
PS
156
Portfolio Solutions
Michigan
$533K +$533K +6,832 New
ACP
157
Arcus Capital Partners
Georgia
$517K -$252K -3,230 -33%
CCM
158
Coe Capital Management
Illinois
$502K -$1.17K -15 -0.2%
BP
159
BBR Partners
New York
$501K – – –
AW
160
ACG Wealth
Georgia
$491K -$109K -1,400 -18%
ACM
161
Aviance Capital Management
Florida
$484K +$40.5K +519 +9%
Lido Advisors
162
Lido Advisors
California
$478K +$478K +6,117 New
BAC
163
Boys Arnold & Co
North Carolina
$476K -$3.2M -40,990 -87%
BT
164
Beacon Trust
New Jersey
$465K -$566K -7,255 -55%
UCFA
165
United Capital Financial Advisors
Texas
$463K -$171K -2,198 -27%
LAM
166
Lapides Asset Management
Connecticut
$460K +$460K +5,900 New
WB
167
WesBanco Bank
West Virginia
$457K – – –
CL
168
Choreo LLC
Illinois
$451K +$451K +5,780 New
FHC
169
First Heartland Consultants
Missouri
$438K +$438K +5,618 New
SCA
170
Stuart Chaussee & Associates
California
$438K +$438K +5,623 New
AIM
171
Astor Investment Management
Illinois
$435K -$101K -1,301 -19%
AL
172
Aspiriant LLC
California
$427K +$160K +2,051 +60%
PG
173
Patten Group
Tennessee
$420K -$7.8K -100 -2%
CB
174
Community Bank
New York
$417K +$12.9K +165 +3%
WT
175
Whittier Trust
California
$413K – – –
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7
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