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iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
Holders Change %
0%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
67
Increased
263
Reduced
266
Closed
48
Calls
$106M
Puts
$1.41M
Net Calls
+$104M
Net Calls Change
+$95.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
301
MAI Capital Management
Ohio
$1.13M +$1.45K +12 +0.1%
Brown Advisory
302
Brown Advisory
Maryland
$1.11M +$147K +1,213 +15%
PCM
303
Parsons Capital Management
Rhode Island
$1.1M -$245K -2,020 -18%
SPWM
304
Straight Path Wealth Management
Michigan
$1.08M -$64.3K -531 -6%
SEIA
305
Signature Estate & Investment Advisors
California
$1.07M +$2.18K +18 +0.2%
VA
306
VestGen Advisors
Illinois
$1.07M +$1.07M +8,795 New
CIAS
307
CFS Investment Advisory Services
New Jersey
$1.03M +$508K +4,191 +97%
CCA
308
Cobblestone Capital Advisors
New York
$1.03M -$53.3K -440 -5%
RBC
309
Romano Brothers & Co
Illinois
$1.03M +$34.5K +285 +3%
PFS
310
Prospera Financial Services
Texas
$1.02M +$98.6K +813 +11%
FHC
311
First Heartland Consultants
Missouri
$1.02M -$3.39K -28 -0.3%
GVAG
312
Great Valley Advisor Group
Delaware
$1M +$1M +8,298 New
SIA
313
Soltis Investment Advisors
Utah
$1M -$9.69K -80 -1%
CA
314
Cresta Advisors
Texas
$1M +$147K +1,216 +17%
HWM
315
Hohimer Wealth Management
Washington
$1M
PA
316
Pinnacle Associates
New York
$1M -$232K -1,918 -19%
JC
317
JB Capital
Connecticut
$1M +$187K +1,544 +23%
GPW
318
Genesis Private Wealth
Virginia
$993K -$947K -7,816 -49%
PCG
319
Prosperity Consulting Group
Maryland
$987K +$51.8K +428 +6%
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$987K -$453K -3,736 -31%
SA
321
Sunesis Advisors
Kansas
$983K -$32.1K -265 -3%
SVWAG
322
Sound View Wealth Advisors Group
Georgia
$983K -$89.3K -737 -8%
SFG
323
Sage Financial Group
Pennsylvania
$972K
CA
324
Claro Advisors
Massachusetts
$963K +$28.3K +234 +3%
TWA
325
Talisman Wealth Advisors
New Jersey
$959K +$1.33K +11 +0.1%