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iShares Core High Dividend ETF
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Overview Fund Activity

213 hedge funds and large institutions have $2.27B invested in iShares Core High Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
5.68%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.45%
New
45
Increased
99
Reduced
41
Closed
12
Calls
$1.24M
Puts
$1.54M
Net Calls
-$298K
Net Calls Change
+$492K

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$85.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.1M
3
Bank of America
Bank of America
North Carolina
+$43.5M
4
SMA
Simply Money Advisors
Ohio
+$19.9M
5
Wells Fargo
Wells Fargo
California
+$13.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$16.9M
2
Jane Street
Jane Street
New York
-$6.84M
3
SG Americas Securities
SG Americas Securities
New York
-$2.92M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
EWM
Evercore Wealth Management
New York
-$2.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
TFO
202
Tarbox Family Office
California
$25K – – –
BKA
203
Brick & Kyle Associates
Pennsylvania
$25K +$25K +330 New
GAM
204
Gemmer Asset Management
California
$21K +$232 +3 +1%
DAM
205
Delta Asset Management
Tennessee
$19K – – –
WA
206
WFG Advisors
Texas
$17K +$7.36K +94 +76%
M
207
MOTCO
Texas
$14K +$14K +178 New
BCM
208
Blume Capital Management
California
$11K -$1.83K -25 -14%
FNBT
209
FineMark National Bank & Trust
Florida
$9K – – –
NMIS
210
Northwestern Mutual Investment Services
Wisconsin
$7K +$7K +85 New
SSB
211
Sandy Spring Bank
Maryland
$5K – – –
BRWA
212
B. Riley Wealth Advisors
Florida
$401 +$61 +800 +18%
SG Americas Securities
213
SG Americas Securities
New York
– -$2.92M -38,746 Closed
EWM
214
Evercore Wealth Management
New York
– -$2.52M -33,432 Closed
TRCT
215
Tower Research Capital (TRC)
New York
– -$573K -7,616 Closed
VF
216
Virtu Financial
New York
– -$557K -7,398 Closed
ST
217
Spinnaker Trust
Maine
– -$429K -5,703 Closed
MC
218
Moors & Cabot
Massachusetts
– -$253K -3,367 Closed
CCMG
219
Clark Capital Management Group
Pennsylvania
– -$229K -3,042 Closed
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
– -$201K -2,677 Closed
SCA
221
Strategic Capital Alternatives
United States
– -$81K -1,075 Closed
SFSIG
222
San Francisco Sentry Investment Group
California
– -$42K -555 Closed
MIM
223
Macroview Investment Management
Maryland
– -$6K -75 Closed
CA
224
CapWealth Advisors
Tennessee
– -$4K -50 Closed
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