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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
GPW
101
Gray Private Wealth
Massachusetts
$5.74M
BWA
102
Beam Wealth Advisors
Louisiana
$5.55M
MWM
103
Maltin Wealth Management
New Jersey
$5.53M
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$5.52M
FFG
105
Foundry Financial Group
New Hampshire
$5.47M
SS
106
Sunbelt Securities
Texas
$5.41M
JCM
107
Janney Capital Management
Pennsylvania
$5.29M
SWP
108
Summit Wealth Partners
Florida
$5.27M
FA
109
Forefront Analytics
Pennsylvania
$5.22M
SG
110
StoneX Group
New York
$5.2M
CIBC World Market
111
CIBC World Market
Ontario, Canada
$5.12M
Corient Private Wealth
112
Corient Private Wealth
Florida
$5.03M
Jane Street
113
Jane Street
New York
$4.99M
EFG
114
Embree Financial Group
Illinois
$4.71M
FF
115
Farrow Financial
Vermont
$4.7M
HFRG
116
Houlihan Financial Resource Group
Virginia
$4.66M
William Blair & Company
117
William Blair & Company
Illinois
$4.6M
CCG
118
Chatham Capital Group
Georgia
$4.49M
BOPW
119
Brandywine Oak Private Wealth
Pennsylvania
$4.48M
APWA
120
Atlas Private Wealth Advisors
New Jersey
$4.32M
EH
121
Equitable Holdings
New York
$4.29M
SFWC
122
Strategic Family Wealth Counselors
New Jersey
$4.21M
CAL
123
Capital Advisors Ltd
Ohio
$4.2M
IWM
124
IHT Wealth Management
Illinois
$4.19M
SDAM
125
Shulman DeMeo Asset Management
New York
$4.15M