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iShares Core High Dividend ETF
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Overview Fund Activity

281 hedge funds and large institutions have $2.67B invested in iShares Core High Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+24
Holders Change %
+9.34%
% of All Funds
7.51%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.61%
New
44
Increased
135
Reduced
62
Closed
19
Calls
$1.59M
Puts
–
Net Calls
+$1.59M
Net Calls Change
+$1.59M

Top Buyers

1
DCM
Dupont Capital Management
Delaware
$140M
2
SMM
Stadion Money Management
Georgia
$80.1M
3
Ameriprise
Ameriprise
Minnesota
$68.2M
4
QI
QS Investors
New York
$74.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$56.4M

Top Sellers

1
NLI
Nippon Life Insurance
Japan
$67.4M
2
LPL Financial
LPL Financial
California
$73.6M
3
MB
Mizuho Bank
Japan
$0
4
Jane Street
Jane Street
New York
$518K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
201
Proficio Capital Partners
Massachusetts
$336K +$336K +4,070 New
FI
202
FormulaFolio Investments
Michigan
$333K +$101K +1,227 +43%
ACM
203
Argentus Capital Management
Texas
$332K +$15.8K +192 +5%
MM
204
Meridian Management
Arkansas
$329K – – –
PA
205
Pinnacle Associates
New York
$328K +$328K +3,995 New
CCM
206
Colorado Capital Management
Colorado
$324K +$324K +3,952 New
GP
207
Girard Partners
Pennsylvania
$318K -$15.2K -185 -5%
BF
208
BOK Financial
Oklahoma
$315K – – –
Brown Advisory
209
Brown Advisory
Maryland
$313K +$313K +3,815 New
CAM
210
Carret Asset Management
New York
$311K +$13.2K +161 +4%
HHAA
211
Henry H. Armstrong Associates
Pennsylvania
$305K +$305K +3,715 New
TD Asset Management
212
TD Asset Management
Ontario, Canada
$304K – – –
SWA
213
Sutton Wealth Advisors
Florida
$297K -$5.26K -64 -2%
PAS
214
Partnervest Advisory Services
California
$287K -$30.4K -370 -10%
SI
215
SII Investments
Wisconsin
$271K +$11.3K +137 +4%
PWLP
216
Prio Wealth Limited Partnership
Massachusetts
$270K +$21.3K +260 +9%
SFWA
217
Summit Financial Wealth Advisors
Louisiana
$251K +$251K +3,056 New
MCM
218
MAI Capital Management
Ohio
$249K +$249K +3,031 New
PFS
219
Prospera Financial Services
Texas
$248K +$248K +3,022 New
HCM
220
Hengehold Capital Management
Ohio
$247K – – –
WJA
221
Williams Jones & Associates
New York
$246K +$246K +3,000 New
CIBC World Market
222
CIBC World Market
Ontario, Canada
$244K +$244K +2,965 New
HS
223
Huntington Steele
Pennsylvania
$239K +$239K +2,915 New
DLCIG
224
D.L. Carlson Investment Group
New Hampshire
$227K +$227K +2,765 New
SEI Investments
225
SEI Investments
Pennsylvania
$225K -$30.3K -369 -12%
7 8
9
10 11