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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 %
HCP
51
Holt Capital Partners
Texas
$16.1M -$2.09M -17,288 -11%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.7M -$203K -1,676 -1%
SM
53
Sweeney & Michel
California
$15.4M +$15.4M +141,736 New
AAS
54
Avantax Advisory Services
Texas
$15.2M +$543K +4,482 +4%
ASN
55
Advisory Services Network
Georgia
$14.5M +$1.19M +9,786 +9%
CRFG
56
Columbia River Financial Group
Washington
$13.2M +$422K +3,488 +3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$13.1M -$366K -3,025 -3%
Goldman Sachs
58
Goldman Sachs
New York
$12.6M +$996K +8,223 +9%
KFA
59
Kapstone Financial Advisors
Ohio
$12.5M -$42.5K -351 -0.3%
PAG
60
Private Advisor Group
New Jersey
$12.3M -$105K -871 -0.9%
LF
61
Lantz Financial
Illinois
$12.2M +$192K +1,588 +2%
Allianz Asset Management
62
Allianz Asset Management
Germany
$11.8M +$11.8M +97,400 New
GSIS
63
Global Strategic Investment Solutions
Arizona
$11.7M +$56.6K +467 +0.5%
GL
64
Graypoint LLC
New York
$11.3M -$6.3K -52 -0.1%
BCI
65
Brinker Capital Investments
Pennsylvania
$11.3M -$398K -3,283 -3%
OPS
66
Orion Portfolio Solutions
Nebraska
$11.3M -$398K -3,283 -3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$11.2M -$2.54K -21 -0%
AI
68
Atria Investments
North Carolina
$11.1M -$2.37M -19,529 -18%
AWS
69
Atria Wealth Solutions
New York
$11M +$1.49M +12,275 +16%
WANY
70
Wealthspire Advisors (New York)
New York
$10.9M +$623K +5,147 +6%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$10.7M -$714K -5,900 -6%
NAM
72
NTV Asset Management
West Virginia
$10.7M -$50.9K -420 -0.5%
FWP
73
FAS Wealth Partners
Kansas
$10.1M -$147K -1,211 -1%
GT
74
Glenmede Trust
Pennsylvania
$9.94M +$291K +2,405 +3%
BFA
75
Beaumont Financial Advisors
Massachusetts
$9.69M -$67.3K -556 -0.7%