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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 %
BA
201
Ballew Advisors
Mississippi
$857K +$15.1K +169 +2%
HWA
202
HCR Wealth Advisors
California
$841K -$79.3K -940 -9%
MA
203
MCF Advisors
Kentucky
$834K +$3.04K +36 +0.4%
RA
204
RFG Advisory
Alabama
$799K +$799K +9,469 New
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$793K -$86.1K -1,020 -10%
HR
206
Howe & Rusling
New York
$789K +$713K +8,448 +941%
QCM
207
Quest Capital Management
Texas
$770K +$770K +9,125 New
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$745K -$111K -1,313 -13%
APC
209
Aspire Private Capital
North Carolina
$728K +$728K +8,627 New
RBFC
210
Roman Butler Fullerton & Co
Missouri
$722K +$722K +8,411 New
FTS
211
Fifth Third Securities
Ohio
$690K +$170K +2,012 +33%
Creative Planning
212
Creative Planning
Kansas
$687K +$99K +1,174 +17%
AF
213
Advisornet Financial
Minnesota
$685K -$22.9K -271 -3%
IWA
214
Inspirion Wealth Advisors
Illinois
$673K +$1.52K +18 +0.2%
HSA
215
HBK Sorce Advisory
Pennsylvania
$669K +$169 +2 +0%
NWP
216
Northstar Wealth Partners
Connecticut
$663K +$46.8K +555 +8%
FI
217
Financial Insights
Washington
$660K +$660K +7,467 New
JGIA
218
Jackson Grant Investment Advisers
Connecticut
$659K +$11K +131 +2%
CCM
219
Coe Capital Management
Illinois
$653K +$3.38K +40 +0.5%
AIC
220
Archer Investment Corporation
Indiana
$653K +$653K +7,736 New
SXL
221
Summit X LLC
Missouri
$644K -$97.5K -1,153 -13%
RJT
222
Raymond James Trust
Florida
$629K – – –
DC
223
Derby & Company
Massachusetts
$614K +$11.4K +135 +2%
ADL
224
Asset Dedication LLC
California
$612K – – –
CWS
225
Cypress Wealth Services
California
$607K +$34.2K +405 +6%
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9
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