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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
IWN
426
Independent Wealth Network
Iowa
$518K
HWA
427
HCR Wealth Advisors
California
$515K
1NWS
428
1 North Wealth Services
Maryland
$513K
BMA
429
Brooks Moore & Associates
Tennessee
$508K
PSF
430
Pacific Sun Financial
California
$506K
SFG
431
SNS Financial Group
Minnesota
$500K
DCM
432
Dudley Capital Management
Virginia
$496K
CBA
433
Coastal Bridge Advisors
Connecticut
$493K
FSA
434
Fort Sheridan Advisors
Illinois
$490K
SWA
435
Stratos Wealth Advisors
Ohio
$488K
SWRP
436
Summit Wealth & Retirement Planning
California
$487K
VC
437
Vicus Capital
Pennsylvania
$487K
MM
438
Meridian Management
Arkansas
$484K
RIA
439
Richwood Investment Advisors
Ohio
$483K
FFS
440
Founders Financial Securities
Maryland
$482K
QCM
441
Quantinno Capital Management
New York
$472K
DWM
442
Destination Wealth Management
California
$472K
CCM
443
Coldstream Capital Management
Washington
$462K
MWP
444
Madison Wealth Partners
Wisconsin
$462K
HZ
445
Hixon Zuercher
Ohio
$462K
ICP
446
Interchange Capital Partners
Pennsylvania
$461K
HCM
447
Hengehold Capital Management
Ohio
$461K
CGH
448
Crossmark Global Holdings
Texas
$458K
ZIG
449
Zullo Investment Group
Pennsylvania
$454K
ET
450
Equitable Trust
Tennessee
$453K