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iShares Core High Dividend ETF

772 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 288 increasing their positions, 246 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
601
Realta Investment Advisors
Delaware
$231K
SLWA
602
San Luis Wealth Advisors
California
$230K
BFA
603
Beacon Financial Advisory
Ohio
$230K
CT
604
Clearstead Trust
Maine
$228K
KFG
605
Kelly Financial Group
Connecticut
$228K
RE
606
Rydar Equities
Texas
$228K
ITIM
607
Indiana Trust & Investment Management
Indiana
$225K
CA
608
Calton & Associates
Florida
$225K
PWM
609
Pines Wealth Management
North Carolina
$223K
FA
610
Fiduciary Alliance
South Carolina
$223K
MC
611
Moors & Cabot
Massachusetts
$223K
RFA
612
Register Financial Advisors
Georgia
$222K
PAW
613
Plan A Wealth
Nebraska
$221K
SWM
614
Salvus Wealth Management
New Jersey
$220K
SAA
615
Southeast Asset Advisors
Georgia
$219K
CFP
616
Cascade Financial Partners
California
$218K
HH
617
Hilltop Holdings
Texas
$218K
DWT
618
Dorsey & Whitney Trust
South Dakota
$217K
NG
619
Novem Group
New York
$217K
Financial Engines Advisors
620
Financial Engines Advisors
California
$216K
AF
621
Advisornet Financial
Minnesota
$216K
WT
622
Whittier Trust
California
$216K
CAM
623
Covenant Asset Management
New Jersey
$215K
WPP
624
Whalerock Point Partners
Rhode Island
$215K
WGC
625
Watts Gwilliam & Co
Arizona
$215K