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iShares Core High Dividend ETF
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Overview Fund Activity

451 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 152 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+73
Holders Change %
+19.31%
% of All Funds
10.06%
Holding in Top 10
28
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+100%
% of All Funds
0.62%
New
104
Increased
152
Reduced
107
Closed
29
Calls
$371K
Puts
–
Net Calls
+$371K
Net Calls Change
+$462K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$60.7M
3
AG
Advisor Group
Arizona
+$60M
4
Bank of America
Bank of America
North Carolina
+$56.3M
5
Morgan Stanley
Morgan Stanley
New York
+$53.9M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$157M
2
OIM
Opus Investment Management
Massachusetts
-$17.6M
3
Ameriprise
Ameriprise
Minnesota
-$8.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.81M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
176
Smith, Moore & Co
Missouri
$1.19M +$147K +1,737 +14%
SFS
177
Sowell Financial Services
Arkansas
$1.19M +$1.19M +14,049 New
IP
178
Investment Partners
Ohio
$1.18M +$53.1K +629 +5%
BAS
179
Brown Advisory Securities
Maryland
$1.18M +$100K +1,190 +9%
PA
180
Parallel Advisors
California
$1.17M +$5.65K +67 +0.5%
PP
181
PagnatoKarp Partners
Virginia
$1.17M -$91.9K -1,089 -7%
MSAM
182
Moloney Securities Asset Management
Missouri
$1.15M +$208K +2,462 +22%
PPFA
183
Provida Pension Fund Administrator
Chile
$1.13M – – –
Luther King Capital Management (LKCM)
184
Luther King Capital Management (LKCM)
Texas
$1.12M -$1.18M – –
MHI
185
Miller Howard Investments
New York
$1.04M +$1.04M +12,356 New
PA
186
Pinnacle Associates
New York
$1.03M +$270K +3,199 +36%
Citigroup
187
Citigroup
New York
$1.03M -$17.7K -210 -2%
CFGS
188
Concourse Financial Group Securities
Alabama
$1.01M +$269K +3,185 +36%
CAG
189
Csenge Advisory Group
Florida
$995K +$252K +2,985 +34%
IWS
190
Insight Wealth Strategies
California
$984K +$984K +11,661 New
MA
191
MUFG Americas
New York
$980K -$6.58K -78 -0.7%
CPSAC
192
Chas P. Smith & Associates (CPS)
Florida
$968K -$21.9K -260 -2%
AOWM
193
Alpha Omega Wealth Management
Virginia
$965K -$42.7K -506 -4%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$960K +$152K +1,798 +19%
SFG
195
StrategIQ Financial Group
Indiana
$947K -$5.82K -69 -0.6%
CS
196
Comerica Securities
Michigan
$936K +$453K +5,367 +94%
WWM
197
Western Wealth Management
Colorado
$930K +$930K +11,134 New
PP
198
Patten & Patten
Tennessee
$908K – – –
SWA
199
SFMG Wealth Advisors
Texas
$906K – – –
MHS
200
M Holdings Securities
Oregon
$895K +$37.3K +442 +4%
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