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iShares Core High Dividend ETF
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Overview Fund Activity

147 hedge funds and large institutions have $1.37B invested in iShares Core High Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 147 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
147
Holders Change
+147
Holders Change %
–
% of All Funds
4.8%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
147
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$162M
2
LPL Financial
2
LPL Financial
California
$130M
3
NLI
3
Nippon Life Insurance
Japan
$109M
4
Bank of America
4
Bank of America
North Carolina
$84.1M
5
HB
5
Homrich & Berg
Georgia
$70.4M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$162M 2,446,576 +2,446,576 New
LPL Financial
2
LPL Financial
California
$130M 1,960,462 +1,960,462 New
NLI
3
Nippon Life Insurance
Japan
$109M 1,642,700 +1,642,700 New
Bank of America
4
Bank of America
North Carolina
$84.1M 1,267,447 +1,267,447 New
HB
5
Homrich & Berg
Georgia
$70.4M 1,052,503 +1,052,503 New
CS
6
Credit Suisse
Switzerland
$57.3M 863,682 +863,682 New
KCG
7
Knight Capital Group
$51M 769,059 +769,059 New
U
8
UBS
Switzerland
$50.6M 762,371 +762,371 New
Wells Fargo
9
Wells Fargo
California
$42.5M 639,998 +639,998 New
BCI
10
Brinker Capital Investments
Pennsylvania
$38.7M 583,413 +583,413 New
MG
11
MDE Group
New Jersey
$38.1M 574,539 +574,539 New
LWMT
12
Legacy Wealth Management (Tennessee)
Tennessee
$32.4M 488,833 +488,833 New
SC
13
Stratford Consulting
Texas
$27M 403,892 +403,892 New
SWA
14
SFMG Wealth Advisors
Texas
$25.5M 383,916 +383,916 New
Deutsche Bank
15
Deutsche Bank
Germany
$23.6M 355,526 +355,526 New
USAA
16
United Services Automobile Association
Texas
$23.2M 350,000 +350,000 New
DCM
17
Dorsal Capital Management
California
$19.9M 300,000 +300,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$19M 285,791 +285,791 New
M&T Bank
19
M&T Bank
New York
$18.6M 279,863 +279,863 New
LIA
20
LBMC Investment Advisors
Tennessee
$16.8M 253,510 +253,510 New
TMNFIC
21
Tokio Marine & Nichido Fire Insurance Company
Japan
$16.6M 250,000 +250,000 New
CHFS
22
Cobble Hill Financial Services
New Jersey
$16.3M 246,000 +246,000 New
BlackRock
23
BlackRock
New York
$15.7M 236,100 +236,100 New
AEPG
24
American Economic Planning Group
New Jersey
$15.3M 230,522 +230,522 New
AI
25
Atria Investments
North Carolina
$15.3M 230,470 +230,470 New
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