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iShares Core High Dividend ETF

772 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 288 increasing their positions, 246 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
Patten & Patten
Tennessee
$913K
SC
327
SouthState Corp
Florida
$913K
BWL
328
Bogart Wealth LLC
Virginia
$899K
FWM
329
Forefront Wealth Management
Pennsylvania
$894K
NB
330
Northwest Bancshares
Pennsylvania
$893K
SIA
331
Soltis Investment Advisors
Utah
$889K
TC
332
Tacita Capital
Ontario, Canada
$888K
AFG
333
Albion Financial Group
Utah
$887K
Tudor Investment Corp
334
Tudor Investment Corp
Connecticut
$886K
CA
335
Cresta Advisors
Texas
$883K
Kovitz Investment Group Partners
336
Kovitz Investment Group Partners
Illinois
$879K
VHAM
337
Van Hulzen Asset Management
California
$867K
JF
338
JSF Financial
California
$859K
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$859K
AF
340
Apollon Financial
South Carolina
$840K
LWM
341
LongView Wealth Management
Georgia
$829K
PTC
342
Private Trust Company
Ohio
$822K
MFWP
343
Mosaic Family Wealth Partners
Missouri
$819K
AWA
344
Amplius Wealth Advisors
Pennsylvania
$817K
KPWG
345
KFA Private Wealth Group
Virginia
$811K
CIA
346
Concurrent Investment Advisors
Florida
$810K
IC
347
IEQ Capital
California
$810K
IP
348
Investment Partners
Ohio
$810K
WS
349
Wedbush Securities
California
$805K
WP
350
WealthShield Partners
North Carolina
$792K