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iShares Core High Dividend ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.17B invested in iShares Core High Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 84 increasing their positions, 155 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-9
Holders Change %
-2.41%
% of All Funds
8.37%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.32%
New
21
Increased
84
Reduced
155
Closed
25
Calls
$1.42M
Puts
$975K
Net Calls
+$449K
Net Calls Change
-$1.2M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$12M
2
CS
Credit Suisse
Switzerland
+$10.4M
3
JCM
Janney Capital Management
Pennsylvania
+$8.22M
4
AF
Allworth Financial
California
+$5.92M
5
SEI Investments
SEI Investments
Pennsylvania
+$3.44M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$51M
2
BlackRock
BlackRock
New York
-$47M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
4
Fidelity International
Fidelity International
Bermuda
-$23.6M
5
PAG
Private Advisor Group
New Jersey
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$193M -$1.92M -22,589 -1%
Morgan Stanley
2
Morgan Stanley
New York
$161M -$1.85M -21,788 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$158M -$32.8M -385,662 -17%
BlackRock
4
BlackRock
New York
$138M -$47M -553,135 -25%
Ameriprise
5
Ameriprise
Minnesota
$116M -$51M -599,766 -30%
UBS Group
6
UBS Group
Switzerland
$105M -$807K -9,501 -0.8%
SAM
7
Securian Asset Management
Minnesota
$91.7M +$1.96M +23,115 +2%
LPL Financial
8
LPL Financial
California
$84.9M -$2.9M -34,130 -3%
Wells Fargo
9
Wells Fargo
California
$73.6M -$4.78M -56,213 -6%
M&T Bank
10
M&T Bank
New York
$63.6M -$1.62M -19,048 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$55.2M -$1.54M -18,070 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$49.2M +$1.27M +14,908 +3%
WBG
13
Wharton Business Group
Pennsylvania
$41.4M -$2.02M -23,750 -5%
LIA
14
LBMC Investment Advisors
Tennessee
$34.6M -$207K -2,440 -0.6%
SC
15
Stratford Consulting
Texas
$32.4M +$343K +4,035 +1%
Deutsche Bank
16
Deutsche Bank
Germany
$30M -$396K -4,665 -1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$27.1M -$4.42M -51,992 -14%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$26.4M -$608K -7,158 -2%
Fidelity International
19
Fidelity International
Bermuda
$21.6M -$23.6M -277,322 -52%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.8M +$918K +10,805 +5%
FMLI
21
Fukoku Mutual Life Insurance
Japan
$18.9M – – –
HCP
22
Holt Capital Partners
Texas
$17.8M -$264K -3,110 -1%
DWM
23
Destination Wealth Management
California
$17.1M +$579K +6,812 +4%
OIM
24
Opus Investment Management
Massachusetts
$16.5M – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$16.5M – – –
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