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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
ITIM
601
Indiana Trust & Investment Management
Indiana
$223K
CT
602
Clearstead Trust
Maine
$222K
SAG
603
SageView Advisory Group
California
$222K
AIA
604
Armor Investment Advisors
North Carolina
$222K
SWA
605
Strategies Wealth Advisors
Michigan
$220K
IAIM
606
International Assets Investment Management
Florida
$219K
SWM
607
Salvus Wealth Management
New Jersey
$217K
SAA
608
Southeast Asset Advisors
Georgia
$217K
BFA
609
Beacon Financial Advisory
Ohio
$216K
CFP
610
Cascade Financial Partners
California
$216K
AIA
611
AIMZ Investment Advisors
California
$214K
Financial Engines Advisors
612
Financial Engines Advisors
California
$214K
CAM
613
Covenant Asset Management
New Jersey
$213K
WPP
614
Whalerock Point Partners
Rhode Island
$213K
WT
615
Whittier Trust
California
$212K
CRC
616
Curi RMB Capital
Illinois
$212K
VWA
617
Valued Wealth Advisors
Utah
$211K
CIBC Private Wealth Group
618
CIBC Private Wealth Group
Georgia
$210K
CFG
619
Clayton Financial Group
Missouri
$209K
OWP
620
Obermeyer Wealth Partners
Colorado
$208K
BTWM
621
Baker Tilly Wealth Management
Wisconsin
$207K
PP
622
PDS Planning
Ohio
$203K
AWM
623
Accel Wealth Management
Iowa
$202K
RWP
624
RWA Wealth Partners
Massachusetts
$202K
APG
625
Abacus Planning Group
South Carolina
$201K