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iShares Core High Dividend ETF
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Overview Fund Activity

309 hedge funds and large institutions have $2.63B invested in iShares Core High Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 112 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.55%
New
48
Increased
103
Reduced
112
Closed
27
Calls
$2.02M
Puts
$247K
Net Calls
+$1.78M
Net Calls Change
-$1.4M

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$62.7M
2
Ameriprise
Ameriprise
Minnesota
$124M
3
Bank of America
Bank of America
North Carolina
$251M
4
FTUS
Flow Traders U.S.
New York
$12.9M
5
Morgan Stanley
Morgan Stanley
New York
$214M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$0
2
QI
QS Investors
New York
$49.4M
3
FIG
FundX Investment Group
California
$0
4
NFG
Noven Financial Group
Colorado
$14.6M
5
UBS Group
UBS Group
Switzerland
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Bailard
California
$959K +$10.3K +125 +1%
BIAS
152
Beacon Investment Advisory Services
New Jersey
$940K +$50.8K +618 +6%
MSAM
153
Moloney Securities Asset Management
Missouri
$914K +$914K +11,118 New
Citigroup
154
Citigroup
New York
$875K -$758K -9,224 -46%
PA
155
Parallel Advisors
California
$873K +$873K +10,620 New
HCIA
156
Hochman Cole Investment Advisors
Illinois
$872K -$37.3K -454 -4%
PP
157
Patten & Patten
Tennessee
$858K -$29.2K -355 -3%
RW
158
Rand Wealth
Maryland
$858K -$20.7K -252 -2%
CWM
159
Cornerstone Wealth Management
Missouri
$837K +$172K +2,079 +26%
BTIS
160
BB&T Investment Services
North Carolina
$813K +$813K +9,858 New
IPC
161
Independent Portfolio Consultants
Florida
$811K -$3.24M -39,392 -80%
RCAG
162
Rehmann Capital Advisory Group
Michigan
$754K +$98K +1,191 +15%
Allianz Asset Management
163
Allianz Asset Management
Germany
$741K -$668K -8,130 -47%
FG
164
Fiduciary Group
Georgia
$733K -$33.9K -413 -4%
TC
165
Trust Company
Kansas
$712K -$9.3K -113 -1%
NCM
166
New Capital Management
Texas
$707K +$707K +8,598 New
BIA
167
Biondo Investment Advisors
Pennsylvania
$704K -$5.35K -65 -0.8%
RGIA
168
Rainier Group Investment Advisory
Washington
$690K +$690K +8,385 New
Millennium Management
169
Millennium Management
New York
$687K +$687K +8,358 New
NL
170
NWAM LLC
Washington
$672K +$672K +8,172 New
NEIRG
171
New England Investment & Retirement Group
Massachusetts
$670K -$8.97K -109 -1%
SWM
172
SVA Wealth Management
Wisconsin
$667K -$85.9K -1,044 -11%
HSA
173
HBK Sorce Advisory
Pennsylvania
$661K -$16.6K -202 -2%
IWA
174
Inspirion Wealth Advisors
Illinois
$645K -$16.9K -206 -3%
RCWMU
175
Rothschild & Co Wealth Management (UK)
United Kingdom
$645K +$440K +5,349 +215%
5 6
7
8 9