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iShares Core High Dividend ETF

769 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 286 increasing their positions, 244 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
501
Diversified Trust
Tennessee
$369K
SWA
502
SFMG Wealth Advisors
Texas
$368K
BC
503
Barrett & Company
Rhode Island
$368K
MF
504
Midwestern Financial
Iowa
$366K
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$365K
NHC
506
Nicholas Hoffman & Company
Georgia
$358K
GWP
507
Gen-Wealth Partners
Michigan
$356K
BJL
508
Brighton Jones LLC
Washington
$354K
AWAG
509
ARS Wealth Advisors Group
Florida
$352K
BCM
510
Brookstone Capital Management
Illinois
$352K
SPC
511
Spirepoint Private Client
Florida
$351K
RPGK
512
Retirement Planning Group (Kansas)
Kansas
$349K
CKAIS
513
Christensen King & Associates Investment Services
Washington
$349K
CFS
514
Compass Financial Services
Iowa
$348K
SRWM
515
Shira Ridge Wealth Management
California
$347K
SPF
516
South Plains Financial
Texas
$343K
GWM
517
GDS Wealth Management
Texas
$341K
JWA
518
JFS Wealth Advisors
Pennsylvania
$338K
MIC
519
Means Investment Company
Maine
$338K
BWM
520
BCS Wealth Management
Tennessee
$335K
SMC
521
Smith, Moore & Co
Missouri
$333K
KFP
522
KMG Fiduciary Partners
Ohio
$333K
SAG
523
SageView Advisory Group
California
$331K
HAS
524
HBW Advisory Services
California
$330K
CPRC
525
Consolidated Portfolio Review Corp
New York
$330K