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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 %
1NWS
426
1 North Wealth Services
Maryland
$513K -$473K -3,905 -48%
BMA
427
Brooks Moore & Associates
Tennessee
$508K
PSF
428
Pacific Sun Financial
California
$506K
SFG
429
SNS Financial Group
Minnesota
$500K
DCM
430
Dudley Capital Management
Virginia
$496K +$238K +1,964 +92%
CBA
431
Coastal Bridge Advisors
Connecticut
$493K +$493K +4,073 New
FSA
432
Fort Sheridan Advisors
Illinois
$490K +$1.94K +16 +0.4%
SWA
433
Stratos Wealth Advisors
Ohio
$488K -$12K -99 -2%
SWRP
434
Summit Wealth & Retirement Planning
California
$487K +$2.06K +17 +0.4%
VC
435
Vicus Capital
Pennsylvania
$487K -$54K -446 -10%
MM
436
Meridian Management
Arkansas
$484K
RIA
437
Richwood Investment Advisors
Ohio
$483K
FFS
438
Founders Financial Securities
Maryland
$482K -$53.3K -465 -10%
QCM
439
Quantinno Capital Management
New York
$472K +$22.4K +185 +5%
DWM
440
Destination Wealth Management
California
$472K -$36.3K -300 -7%
CCM
441
Coldstream Capital Management
Washington
$462K +$1.82K +15 +0.4%
MWP
442
Madison Wealth Partners
Wisconsin
$462K +$6.42K +53 +1%
HZ
443
Hixon Zuercher
Ohio
$462K -$21.4K -177 -4%
ICP
444
Interchange Capital Partners
Pennsylvania
$461K
HCM
445
Hengehold Capital Management
Ohio
$461K +$848 +7 +0.2%
CGH
446
Crossmark Global Holdings
Texas
$458K +$458K +3,778 New
ZIG
447
Zullo Investment Group
Pennsylvania
$454K
ET
448
Equitable Trust
Tennessee
$453K
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$452K -$15.7K -130 -3%
AM
450
Atwater Malick
Pennsylvania
$451K +$15.7K +130 +4%