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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 %
FCT
501
Family Capital Trust
Massachusetts
$363K
TSWM
502
Tyler-Stone Wealth Management
Ohio
$362K +$363 +3 +0.1%
CPSAC
503
Chas P. Smith & Associates (CPS)
Florida
$362K -$11.7K -97 -3%
BC
504
Barrett & Company
Rhode Island
$361K +$969 +8 +0.3%
VAS
505
Vestmark Advisory Solutions
Massachusetts
$361K -$763K -6,300 -68%
VNA
506
Valley National Advisers
Pennsylvania
$359K +$86.8K +720 +32%
CWP
507
CFM Wealth Partners
Texas
$358K +$14.2K +117 +4%
PIM
508
Penobscot Investment Management
Massachusetts
$357K -$25.8K -213 -7%
BWM
509
BCS Wealth Management
Tennessee
$354K -$193K -1,593 -35%
AWAG
510
ARS Wealth Advisors Group
Florida
$353K +$606 +5 +0.2%
WDC
511
Woodward Diversified Capital
California
$353K
GWP
512
Gen-Wealth Partners
Michigan
$352K
KFG
513
Kelly Financial Group
Connecticut
$352K
MCA
514
Magnolia Capital Advisors
Mississippi
$349K -$306K -2,524 -47%
ACM
515
AlphaStar Capital Management
North Carolina
$349K
MIC
516
Means Investment Company
Maine
$348K +$2.3K +19 +0.7%
CFS
517
Compass Financial Services
Iowa
$344K
KFP
518
KMG Fiduciary Partners
Ohio
$342K -$6.66K -55 -2%
TFS
519
Thoroughbred Financial Services
Tennessee
$339K +$1.21K +10 +0.4%
LPAM
520
Lodestar Private Asset Management
California
$331K +$2.06K +17 +0.6%
JWA
521
JFS Wealth Advisors
Pennsylvania
$329K +$96.8K +799 +42%
KP
522
Kitching Partners
Pennsylvania
$327K -$1.09K -9 -0.3%
HAS
523
HBW Advisory Services
California
$327K +$2.06K +17 +0.6%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$327K +$228K +1,883 +232%
VPP
525
Vertex Planning Partners
Illinois
$325K -$5.81K -48 -2%