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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 %
SAG
601
SageView Advisory Group
California
$222K -$5.81K -48 -3%
AIA
602
Armor Investment Advisors
North Carolina
$222K
SWA
603
Strategies Wealth Advisors
Michigan
$220K
IAIM
604
International Assets Investment Management
Florida
$219K -$69.5K -574 -24%
SWM
605
Salvus Wealth Management
New Jersey
$217K
SAA
606
Southeast Asset Advisors
Georgia
$217K
BFA
607
Beacon Financial Advisory
Ohio
$216K +$216K +1,781 New
CFP
608
Cascade Financial Partners
California
$216K -$60.6K -500 -22%
AIA
609
AIMZ Investment Advisors
California
$214K +$214K +1,770 New
Financial Engines Advisors
610
Financial Engines Advisors
California
$214K +$214K +1,765 New
CAM
611
Covenant Asset Management
New Jersey
$213K -$7.27K -60 -3%
WPP
612
Whalerock Point Partners
Rhode Island
$213K +$213K +1,756 New
WT
613
Whittier Trust
California
$212K
CRC
614
Curi RMB Capital
Illinois
$212K +$212K +1,750 New
VWA
615
Valued Wealth Advisors
Utah
$211K -$1.09K -9 -0.5%
CIBC Private Wealth Group
616
CIBC Private Wealth Group
Georgia
$210K -$419K -3,865 -67%
CFG
617
Clayton Financial Group
Missouri
$209K +$209K +1,728 New
OWP
618
Obermeyer Wealth Partners
Colorado
$208K +$208K +1,718 New
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$207K +$207K +1,710 New
PP
620
PDS Planning
Ohio
$203K +$203K +1,678 New
AWM
621
Accel Wealth Management
Iowa
$202K +$202K +1,670 New
RWP
622
RWA Wealth Partners
Massachusetts
$202K +$202K +1,666 New
APG
623
Abacus Planning Group
South Carolina
$201K +$201K +1,661 New
FHA
624
First Horizon Advisors
Tennessee
$196K -$22.8K -188 -10%
AF
625
Advisornet Financial
Minnesota
$195K +$66.4K +548 +52%