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iShares Core High Dividend ETF
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Overview Fund Activity

485 hedge funds and large institutions have $2.92B invested in iShares Core High Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 136 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+27
Holders Change %
+5.9%
% of All Funds
10.55%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.63%
New
56
Increased
198
Reduced
136
Closed
24
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$49K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.5M
2
CWM
Connecticut Wealth Management
Connecticut
+$15.6M
3
TWM
Titus Wealth Management
California
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$13M
5
B
Barings
North Carolina
+$8.39M

Top Sellers

1
BlackRock
BlackRock
New York
-$32.9M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
Nomura Asset Management
Nomura Asset Management
Japan
-$7.38M
4
GFPC
Global Financial Private Capital
Florida
-$4.47M
5
M&T Bank
M&T Bank
New York
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$266M +$18.5M +195,687 +7%
Morgan Stanley
2
Morgan Stanley
New York
$214M +$1.17M +12,353 +0.5%
Ameriprise
3
Ameriprise
Minnesota
$159M +$8.33M +88,247 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$158M -$1.38M -14,595 -0.9%
UBS Group
5
UBS Group
Switzerland
$141M +$13M +137,505 +10%
SAM
6
Securian Asset Management
Minnesota
$108M +$2.09M +22,150 +2%
BlackRock
7
BlackRock
New York
$108M -$32.9M -348,348 -23%
Wells Fargo
8
Wells Fargo
California
$107M +$4.24M +44,920 +4%
LPL Financial
9
LPL Financial
California
$103M -$3.6M -38,082 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$70M +$3.24M +34,333 +5%
M&T Bank
11
M&T Bank
New York
$69.3M -$3.6M -38,130 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$64.5M +$6.85M +72,539 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$39.3M +$2M +21,169 +5%
LIA
14
LBMC Investment Advisors
Tennessee
$38.6M +$527K +5,574 +1%
SC
15
Stratford Consulting
Texas
$36.8M +$237K +2,503 +0.6%
QI
16
QS Investors
New York
$35M -$769K -8,141 -2%
Deutsche Bank
17
Deutsche Bank
Germany
$33.4M +$22.9K +242 +0.1%
WBG
18
Wharton Business Group
Pennsylvania
$33.3M -$640K -6,774 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$31.3M +$1.74M +18,451 +6%
BFG
20
Bouchey Financial Group
New York
$26.8M +$1.07M +11,289 +4%
FIG
21
FundX Investment Group
California
$26.3M -$409K -4,328 -2%
MML Investors Services
22
MML Investors Services
Massachusetts
$22.2M +$1.93M +20,424 +10%
BFA
23
Beaumont Financial Advisors
Massachusetts
$21.8M +$844K +8,933 +4%
SB
24
Simmons Bank
Arkansas
$21.2M +$241K +2,550 +1%
FMLI
25
Fukoku Mutual Life Insurance
Japan
$21M – – –
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