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iShares Core High Dividend ETF
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Overview Fund Activity

152 hedge funds and large institutions have $1.16B invested in iShares Core High Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
4.93%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
24
Increased
61
Reduced
45
Closed
18
Calls
$232K
Puts
$557K
Net Calls
-$325K
Net Calls Change
-$325K

Top Buyers

1
AAA
1
Alpine Associates Advisors
New Jersey
$36.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$16M
3
Wells Fargo
3
Wells Fargo
California
$50.7M
4
U
4
UBS
Switzerland
$55.9M
5
HB
5
Homrich & Berg
Georgia
$74.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$53.3M
2
CS
2
Credit Suisse
Switzerland
$14.8M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$5.24M
4
Bank of America
4
Bank of America
North Carolina
$53.2M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M 2,504,134 +57,558 +2%
NLI
2
Nippon Life Insurance
Japan
$109M 1,642,700 – –
HB
3
Homrich & Berg
Georgia
$74.1M 1,117,416 +64,913 +6%
U
4
UBS
Switzerland
$55.9M 843,504 +81,133 +11%
LPL Financial
5
LPL Financial
California
$53.3M 793,896 -1,166,566 -60%
Bank of America
6
Bank of America
North Carolina
$53.2M 801,972 -465,475 -37%
Wells Fargo
7
Wells Fargo
California
$50.7M 764,827 +124,829 +20%
MG
8
MDE Group
New Jersey
$39.3M 592,431 +17,892 +3%
AAA
9
Alpine Associates Advisors
New Jersey
$36.2M 546,900 +546,900 New
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$32M 482,825 -6,008 -1%
SC
11
Stratford Consulting
Texas
$28M 421,709 +17,817 +4%
SWA
12
SFMG Wealth Advisors
Texas
$26.8M 404,378 +20,462 +5%
Deutsche Bank
13
Deutsche Bank
Germany
$23.9M 361,050 +5,524 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20.7M 312,790 +26,999 +9%
LIA
15
LBMC Investment Advisors
Tennessee
$19.5M 294,029 +40,519 +16%
CHFS
16
Cobble Hill Financial Services
New Jersey
$17M 256,000 +10,000 +4%
TMNFIC
17
Tokio Marine & Nichido Fire Insurance Company
Japan
$16.6M 250,000 – –
SG Americas Securities
18
SG Americas Securities
New York
$16M 242,130 +198,013 +449%
BlackRock
19
BlackRock
New York
$15.6M 235,800 -300 -0.1%
AI
20
Atria Investments
North Carolina
$15.6M 234,636 +4,166 +2%
AEPG
21
American Economic Planning Group
New Jersey
$15.5M 234,342 +3,820 +2%
CS
22
Credit Suisse
Switzerland
$14.8M 223,496 -640,186 -74%
M&T Bank
23
M&T Bank
New York
$14.8M 223,205 -56,658 -20%
HighTower Advisors
24
HighTower Advisors
Illinois
$14.7M 222,011 +2,938 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.7M 206,868 +45,808 +28%
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