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iShares Core High Dividend ETF
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Overview Fund Activity

214 hedge funds and large institutions have $2.21B invested in iShares Core High Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.71%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
26
Increased
105
Reduced
57
Closed
21
Calls
$405K
Puts
$465K
Net Calls
-$60K
Net Calls Change
+$238K

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
$99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$517M
3
Bank of America
Bank of America
North Carolina
$140M
4
WBG
Wharton Business Group
Pennsylvania
$18.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.4M

Top Sellers

1
AUIM
Aegon USA Investment Management
Iowa
$0
2
PPFA
Provida Pension Fund Administrator
Chile
$94.4M
3
Deutsche Bank
Deutsche Bank
Germany
$0
4
AIM
Astor Investment Management
Illinois
$22.8M
5
AA
Ancora Advisors
Ohio
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
201
Crosspoint Capital Strategies
California
$26K +$26K +350 New
BKA
202
Brick & Kyle Associates
Pennsylvania
$25K – – –
TFO
203
Tarbox Family Office
California
$24K – – –
GAM
204
Gemmer Asset Management
California
$20K +$147 +2 +0.7%
IF
205
Ironwood Financial
Arizona
$19K +$19K +250 New
JFA
206
JNBA Financial Advisors
Minnesota
$18K +$18K +239 New
JFGIW
207
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16K +215 New
GWM
208
Gupta Wealth Management
California
$15K +$15K +200 New
M
209
MOTCO
Texas
$13K – – –
WP
210
WealthPLAN Partners
Nebraska
$12K +$12K +170 New
FNBT
211
FineMark National Bank & Trust
Florida
$11K +$2.04K +28 +23%
AIM
212
Advantage Investment Management
Iowa
$10K +$10K +134 New
BCM
213
Blume Capital Management
California
$9K -$1.8K -25 -17%
CA
214
CapWealth Advisors
Tennessee
$4K +$4K +50 New
AUIM
215
Aegon USA Investment Management
Iowa
– -$85.1M -1,111,300 Closed
Deutsche Bank
216
Deutsche Bank
Germany
– -$27.1M -353,806 Closed
TFA
217
Transamerica Financial Advisors
Florida
– -$1.58M -20,653 Closed
IPC
218
Independent Portfolio Consultants
Florida
– -$1.35M -17,600 Closed
SMM
219
Stadion Money Management
Georgia
– -$999K -13,058 Closed
SAG
220
Sterne Agee Group
Alabama
– -$800K -10,455 Closed
LH
221
Lebenthal Holdings
New York
– -$745K -9,734 Closed
Millennium Management
222
Millennium Management
New York
– -$638K -8,333 Closed
CNB
223
City National Bank
California
– -$507K -6,621 Closed
WS
224
Wedbush Securities
California
– -$243K -3,173 Closed
Brown Advisory
225
Brown Advisory
Maryland
– -$228K -2,976 Closed
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