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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 %
HI
626
Horizon Investments
North Carolina
$189K -$93.5K -772 -33%
OFG
627
Oxford Financial Group
Indiana
$186K
ACA
628
Aptus Capital Advisors
Alabama
$180K -$121 -1 -0.1%
CF
629
Centaurus Financial
California
$178K -$1.21K -10 -0.7%
MWA
630
Moser Wealth Advisors
Washington
$176K +$176K +1,450 New
AIM
631
Acropolis Investment Management
Missouri
$173K
GSWM
632
Golden State Wealth Management
California
$169K -$2.54K -21 -1%
SRCM
633
Signature Resources Capital Management
California
$152K
CT
634
Colonial Trust
South Carolina
$150K -$14.3K -118 -9%
MCM
635
Manchester Capital Management
Vermont
$141K
PAG
636
Paladin Advisory Group
Iowa
$138K -$727 -6 -0.5%
RFA
637
Register Financial Advisors
Georgia
$137K +$363 +3 +0.3%
NRC
638
New Republic Capital
North Carolina
$121K
CA
639
Centerpoint Advisors
Massachusetts
$121K
AC
640
AlphaCore Capital
California
$119K +$119K +985 New
CIAS
641
Capital Investment Advisory Services
North Carolina
$117K +$67.3K +556 +134%
SSB
642
Sandy Spring Bank
Maryland
$117K +$26.3K +217 +29%
MHR
643
Matthew Hamilton Rosenberg
$115K
LFG
644
Larson Financial Group
Missouri
$114K
GWM
645
Grand Wealth Management
Michigan
$111K
CFO
646
CVA Family Office
Colorado
$107K -$36.6K -302 -25%
CVM
647
Cheviot Value Management
California
$107K +$107K +929 New
GWANC
648
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K
MFA
649
McClarren Financial Advisors
Pennsylvania
$101K -$146K -490 -59%
HWA
650
HHM Wealth Advisors
Tennessee
$99.3K