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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 %
WS
351
Wedbush Securities
California
$786K -$64K -528 -8%
PTC
352
Philadelphia Trust Company
Pennsylvania
$777K
DOA
353
D'Orazio & Associates
Virginia
$775K -$140K -1,160 -15%
TC
354
Tacita Capital
Ontario, Canada
$770K -$57.4K -474 -7%
LIM
355
Leavell Investment Management
Alabama
$760K -$6.06K -50 -0.8%
IAN
356
Integrated Advisors Network
Texas
$755K
Deutsche Bank
357
Deutsche Bank
Germany
$749K
CA
358
Continuum Advisory
Idaho
$744K +$154K +1,272 +26%
CA
359
Clearstead Advisors
Ohio
$743K +$28.7K +237 +4%
SC
360
SouthState Corp
Florida
$741K -$4.85K -40 -0.6%
CWM
361
Congress Wealth Management
Massachusetts
$735K +$735K +6,067 New
FCI
362
Financial Counselors Inc
Kansas
$734K -$113K -934 -13%
First Manhattan
363
First Manhattan
New York
$727K
JCM
364
Jacobi Capital Management
Pennsylvania
$724K -$17.6K -145 -2%
AFG
365
Albion Financial Group
Utah
$712K -$20.5K -169 -3%
BDF
366
Black Diamond Financial
Maryland
$710K
LWM
367
LongView Wealth Management
Georgia
$709K
IWA
368
Inspirion Wealth Advisors
Illinois
$708K -$60.6K -500 -8%
SFC
369
Strategic Financial Concepts
Texas
$703K -$913K -7,535 -56%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$701K -$64.7K -534 -8%
CWM
371
Cornerstone Wealth Management
Missouri
$685K +$56.1K +463 +9%
IPAM
372
Investment Partners Asset Management
New Jersey
$683K -$4.85K -40 -0.7%
SFG
373
Sovereign Financial Group
Connecticut
$671K
CD
374
Chapin Davis
Maryland
$664K
MCC
375
Money Concepts Capital
Florida
$662K -$10.2K -84 -2%