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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
TWA
326
Talisman Wealth Advisors
New Jersey
$959K
CT
327
Caldwell Trust
Florida
$956K
VHAM
328
Van Hulzen Asset Management
California
$949K
AWMG
329
ADG Wealth Management Group
Louisiana
$941K
MFG
330
Merit Financial Group
Georgia
$925K
NB
331
Northwest Bancshares
Pennsylvania
$918K
PCIA
332
Prime Capital Investment Advisors
Kansas
$918K
PP
333
Patten & Patten
Tennessee
$910K
MFWP
334
Mosaic Family Wealth Partners
Missouri
$891K
AF
335
Apollon Financial
South Carolina
$885K
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$868K
PAMG
337
Patton Albertson Miller Group
Tennessee
$864K
EW
338
Element Wealth
Mississippi
$860K
IA
339
Integrity Alliance
Iowa
$855K
GWM
340
Geneos Wealth Management
Colorado
$849K
FWM
341
Forefront Wealth Management
Pennsylvania
$846K
WA
342
Wealthstar Advisors
Texas
$839K
JF
343
JSF Financial
California
$837K
KPWG
344
KFA Private Wealth Group
Virginia
$822K
AWA
345
Amplius Wealth Advisors
Pennsylvania
$819K
OA
346
Operose Advisors
Wisconsin
$819K
PTC
347
Private Trust Company
Ohio
$819K
BWL
348
Bogart Wealth LLC
Virginia
$814K
SWA
349
Sax Wealth Advisors
New Jersey
$798K
IP
350
Investment Partners
Ohio
$797K