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iShares Core High Dividend ETF

766 hedge funds and large institutions have $4.88B invested in iShares Core High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 267 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 765766 (+1)

1% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 267

1.43% less ownership

Funds ownership: 44.29%42.86% (-1.4%)

Holders
766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$106M
Puts
$1.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
226
Jaffetilchin Investment Partners
Florida
$1.78M
HIA
227
Harbor Investment Advisory
Maryland
$1.77M
AFC
228
AFT Forsyth & Company
Florida
$1.74M
CWA
229
Clarus Wealth Advisors
Arizona
$1.72M
MAS
230
Madden Advisory Services
Florida
$1.72M
PMG
231
ProVise Management Group
Florida
$1.72M
CWP
232
Concord Wealth Partners
Virginia
$1.71M
UCFA
233
United Capital Financial Advisors
Texas
$1.71M
MA
234
Mutual Advisors
Nebraska
$1.7M
GS
235
GTS Securities
New York
$1.67M
OCBCO
236
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.67M
AWM
237
AE Wealth Management
Kansas
$1.66M
KWM
238
Kingsview Wealth Management
Oregon
$1.66M
FHA
239
Flagship Harbor Advisors
Massachusetts
$1.65M
JGIA
240
Jackson Grant Investment Advisers
Connecticut
$1.64M
RFN
241
RDA Financial Network
Iowa
$1.63M
NCM
242
NCM Capital Management
New Jersey
$1.62M
EWA
243
EP Wealth Advisors
California
$1.61M
PIMG
244
Patriot Investment Management Group
Tennessee
$1.61M
FAIM
245
Financial Advocates Investment Management
Washington
$1.6M
CAAM
246
Cornerstone Advisors Asset Management
Pennsylvania
$1.6M
PSCM
247
Per Stirling Capital Management
Texas
$1.6M
AA
248
Ancora Advisors
Ohio
$1.6M
WCFA
249
Walkner Condon Financial Advisors
Wisconsin
$1.59M
NS
250
NBC Securities
Alabama
$1.59M