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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
T
676
Tidemark
California
$64.7K
CIR
677
Clear Investment Research
Georgia
$64.4K
VWWMG
678
Vermillion & White Wealth Management Group
Pennsylvania
$64.2K
MA
679
Montag & Associates
Georgia
$60.7K
QCG
680
Quadrant Capital Group
Ohio
$60.6K
FFO
681
Fortitude Family Office
Arizona
$59.3K
FCG
682
Financial Connections Group
California
$59K
MSWA
683
Marshall & Sterling Wealth Advisors
New York
$57.4K
SC
684
Stephens Consulting
Michigan
$57.4K
TF
685
Tompkins Financial
New York
$54.5K
CWM
686
Compass Wealth Management
Connecticut
$53.8K
FCT
687
First Community Trust
Iowa
$52.7K
AG
688
AmeriFlex Group
Nevada
$52.4K
WIM
689
Westside Investment Management
California
$50.7K
GCM
690
Gables Capital Management
Florida
$50.3K
YP
691
YANKCOM Partnership
South Dakota
$48.6K
VWM
692
Vermillion Wealth Management
Minnesota
$48.6K
MWM
693
MGB Wealth Management
Texas
$48.4K
HT
694
Headlands Technologies
Illinois
$46.4K
RF
695
Roxbury Financial
New Jersey
$42.5K
EWA
696
EQ Wealth Advisors
Texas
$39.7K
EWA
697
EverSource Wealth Advisors
Alabama
$39.5K
AWM
698
AllSquare Wealth Management
New York
$39.1K
BCV
699
Banque Cantonale Vaudoise
Switzerland
$39K
AT
700
Avalon Trust
New Mexico
$36.3K