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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 %
EWS
551
Evergreen Wealth Solutions
Pennsylvania
$287K +$34.4K +284 +14%
SIAM
552
Sterling Investment Advisors (Missouri)
Missouri
$286K
HA
553
Huntleigh Advisors
Missouri
$284K +$284K +2,342 New
CWA
554
Consilio Wealth Advisors
Washington
$278K -$16.7K -138 -6%
VR
555
Valued Retirements
Texas
$277K -$40.1K -331 -13%
GI
556
Gradient Investments
Minnesota
$274K
AWM
557
Apollon Wealth Management
South Carolina
$270K -$41.3K -341 -13%
RRA
558
Round Rock Advisors
Connecticut
$270K +$270K +2,228 New
SB
559
Strategic Blueprint
Georgia
$267K +$267K +2,208 New
WB
560
WesBanco Bank
West Virginia
$267K
VCA
561
Verdence Capital Advisors
Maryland
$267K +$121 +1 +0%
PWP
562
Perfromance Wealth Partners
Illinois
$265K -$46.5K -384 -15%
CAS
563
Coppell Advisory Solutions
Texas
$258K +$232K +4,549 +866%
CA
564
Calton & Associates
Florida
$257K +$257K +2,125 New
CWG
565
Cornerstone Wealth Group
North Carolina
$254K +$5.33K +44 +2%
MC
566
Moors & Cabot
Massachusetts
$253K
EWM
567
EPG Wealth Management
Georgia
$253K +$1.45K +12 +0.6%
UB
568
UMB Bank
Missouri
$252K
FPAS
569
Focus Partners Advisor Solutions
Missouri
$252K +$1.09K +9 +0.4%
VWA
570
Visionary Wealth Advisors
Illinois
$251K -$43.4K -358 -15%
HFA
571
High Falls Advisors
New York
$249K +$1.7K +14 +0.7%
MG
572
Mather Group
Illinois
$249K
TWP
573
Tyche Wealth Partners
Texas
$247K +$27.7K +229 +13%
MAMG
574
Milestone Asset Management Group
Connecticut
$246K -$9.09K -75 -4%
JHCP
575
Jackson Hole Capital Partners
Oklahoma
$246K