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iShares Core High Dividend ETF
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Overview Fund Activity

169 hedge funds and large institutions have $1.47B invested in iShares Core High Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
4.91%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
32
Increased
59
Reduced
52
Closed
13
Calls
$267K
Puts
$422K
Net Calls
-$155K
Net Calls Change
+$170K

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$79.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$53.6M
3
DCM
3
Dorsal Capital Management
California
$24.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$24M
5
CP
5
Corbenic Partners
Pennsylvania
$21.4M

Top Sellers

1
AAA
1
Alpine Associates Advisors
New Jersey
$0
2
SFT
2
Simmons First Trust
Arkansas
$2.48M
3
BPB
3
Badgley, Phelps & Bell
Washington
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
M&T Bank
5
M&T Bank
New York
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$173M 2,464,770 -39,364 -2%
NLI
2
Nippon Life Insurance
Japan
$115M 1,642,700 – –
HB
3
Homrich & Berg
Georgia
$83.1M 1,182,982 +65,566 +6%
PPFA
4
Provida Pension Fund Administrator
Chile
$79.3M 1,128,944 +1,128,944 New
Wells Fargo
5
Wells Fargo
California
$65.8M 936,380 +171,553 +22%
Bank of America
6
Bank of America
North Carolina
$65.2M 928,097 +126,125 +16%
U
7
UBS
Switzerland
$60.4M 859,655 +16,151 +2%
Goldman Sachs
8
Goldman Sachs
New York
$53.6M 762,689 +699,793 +1,113%
LPL Financial
9
LPL Financial
California
$53.3M 759,093 -34,803 -4%
MG
10
MDE Group
New Jersey
$42.7M 608,176 +15,745 +3%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$33.9M 482,505 -320 -0.1%
SC
12
Stratford Consulting
Texas
$31.1M 443,243 +21,534 +5%
SWA
13
SFMG Wealth Advisors
Texas
$29.3M 417,157 +12,779 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28.4M 403,985 +91,195 +29%
Deutsche Bank
15
Deutsche Bank
Germany
$25M 355,525 -5,525 -2%
DCM
16
Dorsal Capital Management
California
$24.6M 350,000 +350,000 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$24M 342,037 +342,037 New
LIA
18
LBMC Investment Advisors
Tennessee
$23.6M 336,013 +41,984 +14%
CP
19
Corbenic Partners
Pennsylvania
$21.4M 304,778 +256,430 +530%
CHFS
20
Cobble Hill Financial Services
New Jersey
$18M 256,000 – –
TMNFIC
21
Tokio Marine & Nichido Fire Insurance Company
Japan
$17.6M 250,000 – –
AEPG
22
American Economic Planning Group
New Jersey
$17.3M 245,711 +11,369 +5%
AI
23
Atria Investments
North Carolina
$17.2M 245,210 +10,574 +5%
SG Americas Securities
24
SG Americas Securities
New York
$17M 242,150 +20 +0%
AWA
25
ARS Wealth Advisors
Florida
$16.9M 241,141 +241,141 New
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