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iShares Core High Dividend ETF
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Overview Fund Activity

374 hedge funds and large institutions have $2.38B invested in iShares Core High Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 127 increasing their positions, 135 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-15
Holders Change %
-3.86%
% of All Funds
8.58%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.41%
New
28
Increased
127
Reduced
135
Closed
39
Calls
$2.06M
Puts
$416K
Net Calls
+$1.65M
Net Calls Change
+$501K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$30.2M
2
Ameriprise
Ameriprise
Minnesota
+$14M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$9.75M
4
PAG
Private Advisor Group
New Jersey
+$9.51M
5
NAM
North American Management
Massachusetts
+$7.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$29.6M
2
Fidelity International
Fidelity International
Bermuda
-$29M
3
Morgan Stanley
Morgan Stanley
New York
-$21.5M
4
NFG
Noven Financial Group
Colorado
-$18.9M
5
UBS Group
UBS Group
Switzerland
-$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
176
Financial Sense Advisors
California
$845K – – –
PI
177
PFS Investments
Georgia
$820K +$515K +6,094 +169%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$806K +$23.7K +281 +3%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$790K +$790K +9,350 New
SXL
180
Summit X LLC
Missouri
$772K -$131K -1,545 -15%
UCFA
181
United Capital Financial Advisors
Texas
$770K +$105K +1,248 +16%
Citigroup
182
Citigroup
New York
$739K -$173K -2,048 -19%
VC
183
Vestor Capital
Illinois
$736K – – –
TC
184
Trust Company
Kansas
$699K – – –
IWA
185
Inspirion Wealth Advisors
Illinois
$682K +$43.1K +510 +7%
NEIRG
186
New England Investment & Retirement Group
Massachusetts
$675K -$30.3K -358 -4%
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$642K -$9.71K -115 -1%
CAM
188
Crestone Asset Management
Colorado
$641K +$97.1K +1,150 +18%
MWM
189
Merriman Wealth Management
Washington
$624K +$62.1K +736 +11%
ADL
190
Asset Dedication LLC
California
$612K -$78.9K -935 -11%
CWS
191
Cypress Wealth Services
California
$609K -$19.3K -228 -3%
NWP
192
Northstar Wealth Partners
Connecticut
$608K +$608K +7,205 New
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$607K +$90.3K +1,069 +17%
V
194
Veritable
Delaware
$591K – – –
SWM
195
SVA Wealth Management
Wisconsin
$583K +$125K +1,450 +27%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$574K -$107K -1,269 -16%
RGIA
197
Rainier Group Investment Advisory
Washington
$565K – – –
Creative Planning
198
Creative Planning
Kansas
$565K +$95.4K +1,130 +20%
SWM
199
SeaCrest Wealth Management
New York
$561K -$8.12K -96 -1%
AI
200
Atria Investments
North Carolina
$560K -$115K -1,359 -17%
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