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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
151
Alpha Omega Wealth Management
Virginia
$1.01M -$73.7K -867 -7%
MA
152
MUFG Americas
New York
$1.01M -$4.25K -50 -0.4%
TNBTD
153
Trustmark National Bank Trust Department
Mississippi
$1.01M +$850 +10 +0.1%
DAS
154
Dynamic Advisor Solutions
Arizona
$1M +$92.7K +1,091 +10%
WPW
155
Waldron Private Wealth
Pennsylvania
$1M +$1M +11,775 New
MSAM
156
Moloney Securities Asset Management
Missouri
$950K – – –
HWA
157
HCR Wealth Advisors
California
$943K -$121K -1,425 -11%
Citigroup
158
Citigroup
New York
$941K +$197K +2,321 +27%
PP
159
Patten & Patten
Tennessee
$914K +$5.95K +70 +0.7%
RIA
160
Regal Investment Advisors
Michigan
$891K -$904K -10,642 -50%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$867K -$39.7K -467 -4%
BA
162
Ballew Advisors
Mississippi
$864K -$18.5K -218 -2%
MHS
163
M Holdings Securities
Oregon
$855K -$51K -600 -6%
FSA
164
Financial Sense Advisors
California
$850K – – –
SMC
165
Smith, Moore & Co
Missouri
$842K -$49.2K -579 -6%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$839K +$27.5K +323 +3%
MA
167
MCF Advisors
Kentucky
$826K -$25.8K -304 -3%
HSA
168
HBK Sorce Advisory
Pennsylvania
$801K -$67.7K -797 -8%
SXL
169
Summit X LLC
Missouri
$776K +$2.89K +34 +0.4%
VC
170
Vestor Capital
Illinois
$741K – – –
PFS
171
Prospera Financial Services
Texas
$734K -$563K -6,618 -43%
VA
172
Valmark Advisers
Ohio
$707K -$147K -1,730 -17%
TC
173
Trust Company
Kansas
$703K – – –
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$700K +$90K +1,060 +15%
AF
175
Advisornet Financial
Minnesota
$692K +$536K +6,310 +345%
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7
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