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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
CNBTD
501
Citizens National Bank Trust Department
Mississippi
$366K
CPA
502
Cathy Pareto & Associates
Florida
$365K
FCT
503
Family Capital Trust
Massachusetts
$363K
TSWM
504
Tyler-Stone Wealth Management
Ohio
$362K
CPSAC
505
Chas P. Smith & Associates (CPS)
Florida
$362K
BC
506
Barrett & Company
Rhode Island
$361K
VAS
507
Vestmark Advisory Solutions
Massachusetts
$361K
VNA
508
Valley National Advisers
Pennsylvania
$359K
CWP
509
CFM Wealth Partners
Texas
$358K
PIM
510
Penobscot Investment Management
Massachusetts
$357K
BWM
511
BCS Wealth Management
Tennessee
$354K
AWAG
512
ARS Wealth Advisors Group
Florida
$353K
WDC
513
Woodward Diversified Capital
California
$353K
KFG
514
Kelly Financial Group
Connecticut
$352K
GWP
515
Gen-Wealth Partners
Michigan
$352K
MCA
516
Magnolia Capital Advisors
Mississippi
$349K
ACM
517
AlphaStar Capital Management
North Carolina
$349K
MIC
518
Means Investment Company
Maine
$348K
CFS
519
Compass Financial Services
Iowa
$344K
KFP
520
KMG Fiduciary Partners
Ohio
$342K
TFS
521
Thoroughbred Financial Services
Tennessee
$339K
LPAM
522
Lodestar Private Asset Management
California
$331K
JWA
523
JFS Wealth Advisors
Pennsylvania
$329K
KP
524
Kitching Partners
Pennsylvania
$327K
HAS
525
HBW Advisory Services
California
$327K