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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
CFGS
776
Concourse Financial Group Securities
Alabama
SIAS
777
Summit Investment Advisory Services
Minnesota
IAA
778
Independent Advisor Alliance
North Carolina
LP
779
LGL Partners
Pennsylvania
SW
780
SteelPeak Wealth
California
AAS
781
Annex Advisory Services
Wisconsin
BFG
782
Bleakley Financial Group
New Jersey
TCM
783
Tassel Capital Management
North Carolina
TSS
784
Two Sigma Securities
New York
MWM
785
Modera Wealth Management
New Jersey
IWA
786
Icon Wealth Advisors
Texas
TNA
787
True North Advisors
Texas
PFA
788
Pettinga Financial Advisors
Indiana
EFA
789
Evernest Financial Advisors
Indiana
MYIA
790
Mount Yale Investment Advisors
Colorado
BHPW
791
Beverly Hills Private Wealth
California
CF
792
Clarity Financial
Texas
PWM
793
Pines Wealth Management
North Carolina
SCM
794
SOL Capital Management
Maryland
ML
795
McAdam LLC
Pennsylvania
PPW
796
Parcion Private Wealth
Washington
SF
797
Symphony Financial
Texas
VCM
798
Vision Capital Management
Oregon
CCA
799
Conservest Capital Advisors
Pennsylvania
CAM
800
Concorde Asset Management
Michigan