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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
MWM
476
Meridian Wealth Management
Kentucky
$409K
NHC
477
Nicholas Hoffman & Company
Georgia
$408K
BPAMU
478
BTG Pactual Asset Management US
New York
$404K
TFGT
479
TS Financial Group (TSFG)
Illinois
$404K
ST
480
Sageworth Trust
Pennsylvania
$402K
CIA
481
Capital Investment Advisors
Georgia
$400K
FWA
482
Flagship Wealth Advisors
Massachusetts
$400K
CWS
483
Cypress Wealth Services
California
$398K
SFG
484
Shum Financial Group
California
$398K
AFO
485
Allie Family Office
Florida
$393K
HA
486
Hanover Advisors
South Carolina
$387K
TIAA Trust, National Association
487
TIAA Trust, National Association
North Carolina
$387K
NAS
488
NWF Advisory Services
California
$385K
WTA
489
Washington Trust Advisors
Massachusetts
$385K
LOIP
490
Live Oak Investment Partners
Texas
$382K
C1AG
491
Client 1st Advisory Group
Florida
$382K
WA
492
WBH Advisory
Maryland
$382K
DAS
493
Dynamic Advisor Solutions
Arizona
$380K
LHC
494
Little House Capital
Massachusetts
$375K
CWM
495
Concentrum Wealth Management
California
$374K
NEPWA
496
New England Private Wealth Advisors
Massachusetts
$373K
BCM
497
Brookstone Capital Management
Illinois
$373K
VFPW
498
Vantage Financial Partners (Wisconsin)
Wisconsin
$371K
BJL
499
Brighton Jones LLC
Washington
$369K
HI
500
Human Investing
Oregon
$368K