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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 %
RIA
576
Realta Investment Advisors
Delaware
$244K +$20.5K +169 +9%
BIAS
577
Beacon Investment Advisory Services
New Jersey
$243K +$15.1K +125 +7%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$243K
CHAM
579
Clear Harbor Asset Management
Connecticut
$243K +$243K +2,005 New
HA
580
HC Advisors
Georgia
$242K
MFGM
581
Marshall Financial Group (Maryland)
Maryland
$242K
NG
582
Novem Group
New York
$241K -$10.7K -88 -4%
HH
583
Hilltop Holdings
Texas
$241K -$28.1K -232 -10%
MSA
584
Marino Stram & Associates
Massachusetts
$241K +$242 +2 +0.1%
SIG
585
Stonegate Investment Group
Alabama
$240K
CWM
586
Chemistry Wealth Management
New York
$236K
MPW
587
Monterey Private Wealth
California
$236K -$109K -901 -32%
SDWIA
588
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K
PWM
589
Perigon Wealth Management
California
$235K +$121 +1 +0.1%
BBHC
590
Brown Brothers Harriman & Co
New York
$234K
GWMR
591
GC Wealth Management RIA
Massachusetts
$231K
SAM
592
Smithbridge Asset Management
Pennsylvania
$231K +$231K +1,905 New
BFG
593
Beacon Financial Group
Texas
$230K +$230K +1,903 New
PWM
594
PBMares Wealth Management
Virginia
$230K -$26.7K -220 -10%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$229K +1,887 New
TCOV
596
Trust Company of Vermont
Vermont
$228K -$27K -223 -11%
EA
597
Everpar Advisors
Oklahoma
$225K -$204K -1,686 -48%
SLWA
598
San Luis Wealth Advisors
California
$224K +$1.57K +13 +0.7%
ITIM
599
Indiana Trust & Investment Management
Indiana
$223K
CT
600
Clearstead Trust
Maine
$222K +$1.45K +12 +0.7%