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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 %
Bank of America
1
Bank of America
North Carolina
$237M +$56.3M +667,227 +31%
Morgan Stanley
2
Morgan Stanley
New York
$228M +$53.9M +638,200 +31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$211M +$201M +2,384,437 +2,016%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$146M -$6.81M -80,696 -4%
UBS Group
5
UBS Group
Switzerland
$124M +$24.7M +292,418 +25%
Ameriprise
6
Ameriprise
Minnesota
$111M -$8.7M -103,130 -7%
Wells Fargo
7
Wells Fargo
California
$107M +$35M +415,015 +49%
BlackRock
8
BlackRock
New York
$96.9M +$15.3M +181,154 +19%
SAM
9
Securian Asset Management
Minnesota
$94.7M +$2.6M +30,800 +3%
LPL Financial
10
LPL Financial
California
$91.5M +$2.62M +30,995 +3%
AG
11
Advisor Group
Arizona
$69.2M +$60M +711,026 +653%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$65.5M +$53.6M +635,504 +452%
M&T Bank
13
M&T Bank
New York
$64.5M +$3.76M +44,589 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$64.4M +$9.14M +108,333 +17%
CCMG
15
Clark Capital Management Group
Pennsylvania
$60.7M +$60.7M +719,677 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$43.1M +$772K +9,153 +2%
CL
17
Cabana LLC
Arkansas
$40M +$40M +474,321 New
WBG
18
Wharton Business Group
Pennsylvania
$37.5M -$3.46M -40,995 -8%
LIA
19
LBMC Investment Advisors
Tennessee
$32.8M -$85.2K -1,010 -0.3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$32.6M +$5.31M +62,874 +19%
QI
21
QS Investors
New York
$32.6M +$32M +379,817 +5,473%
SC
22
Stratford Consulting
Texas
$32.1M -$496K -5,873 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$30.4M +$585K +6,935 +2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$26.1M +$705K +8,352 +3%
FIG
25
FundX Investment Group
California
$24.5M +$24.5M +290,533 New
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