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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 %
1IA
201
1834 Investment Advisors
Wisconsin
$560K +$259K +3,059 +86%
KWM
202
Kingsview Wealth Management
Oregon
$553K +$23.1K +273 +4%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$544K -$59K -699 -10%
PTC
204
Philadelphia Trust Company
Pennsylvania
$542K – – –
BWM
205
BerganKDV Wealth Management
Minnesota
$541K +$15.7K +186 +3%
WB
206
WesBanco Bank
West Virginia
$537K – – –
SS
207
Sunbelt Securities
Texas
$535K -$12.3K -146 -2%
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$534K -$316K -3,738 -37%
PA
209
Pinnacle Associates
New York
$533K +$4.31K +51 +0.8%
TA
210
Townsend & Associates
Colorado
$513K +$56.4K +667 +12%
SCA
211
Snowden Capital Advisors
New York
$499K +$51.7K +612 +12%
FG
212
Fiduciary Group
Georgia
$494K +$1.69K +20 +0.3%
US Bancorp
213
US Bancorp
Minnesota
$489K -$429K -5,073 -47%
DC
214
Derby & Company
Massachusetts
$486K +$65.3K +773 +16%
CS
215
Comerica Securities
Michigan
$484K – – –
PWAP
216
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$484K +$94.3K +1,115 +24%
TD Asset Management
217
TD Asset Management
Ontario, Canada
$477K +$232K +3,796 +95%
AIA
218
Allegis Investment Advisors
Idaho
$476K +$103K +1,217 +28%
PCM
219
Parsons Capital Management
Rhode Island
$458K -$3.38K -40 -0.7%
Lido Advisors
220
Lido Advisors
California
$457K +$457K +5,413 New
PSF
221
Pacific Sun Financial
California
$455K +$455K +5,380 New
CAM
222
Claret Asset Management
Quebec, Canada
$451K -$43.1K -510 -9%
FI
223
FormulaFolio Investments
Michigan
$447K -$889K -10,534 -67%
PWM
224
Perigon Wealth Management
California
$447K +$220K +2,602 +97%
AAS
225
Annex Advisory Services
Wisconsin
$443K -$39.9K -473 -8%
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