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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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$36.8M +$2.03M +16,723 +6%
PCM
27
Piedmont Capital Management
Montana
$36.1M +$36.1M +333,398 New
SPIA
28
Steward Partners Investment Advisory
New York
$33.9M +$1.01M +8,327 +3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$32.3M -$4.24M -35,006 -12%
RW
30
Regimen Wealth
Georgia
$31.9M +$520K +4,289 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$31.5M -$1.07M -8,865 -3%
SS
32
SBI Securities
Japan
$29.5M +$1.17M +9,692 +4%
PP
33
Prudential plc
United Kingdom
$27.3M +$27.3M +225,400 New
SB
34
Simmons Bank
Arkansas
$24.9M +$67.8K +560 +0.3%
Creative Planning
35
Creative Planning
Kansas
$24.5M +$582K +4,805 +2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$23.8M -$1.09M -8,968 -4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$22.5M -$6.63M -55,793 -23%
WA
38
Waverly Advisors
Alabama
$21.3M -$2.72M -22,487 -11%
WBG
39
Wharton Business Group
Pennsylvania
$20.7M -$92.1K -760 -0.4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$3.83M +31,608 +23%
Comerica Bank
41
Comerica Bank
Texas
$20.4M -$2.02M -16,707 -9%
MYLI
42
Meiji Yasuda Life Insurance
Japan
$20.1M -$344M -2,842,075 -94%
Stifel Financial
43
Stifel Financial
Missouri
$20.1M -$7.18M -59,272 -26%
AIA
44
Angeles Investment Advisors
California
$19.9M +$19.9M +164,000 New
VCS
45
Vaughan & Co Securities
New Jersey
$19.5M +$360K +2,972 +2%
HWM
46
HB Wealth Management
Georgia
$19.4M +$465K +3,839 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.9M +$1.28M +10,575 +7%
DC
48
Davenport & Co
Virginia
$18.8M -$7.67M -63,287 -29%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$18.6M +$764K +6,308 +4%
KAS
50
Kestra Advisory Services
Texas
$17.4M -$658K -5,431 -4%