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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 %
BWA
101
Beam Wealth Advisors
Louisiana
$5.55M -$484K -3,996 -8%
MWM
102
Maltin Wealth Management
New Jersey
$5.53M +$5.09K +42 +0.1%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$5.52M +$202K +1,670 +4%
FFG
104
Foundry Financial Group
New Hampshire
$5.47M -$78K -644 -1%
SS
105
Sunbelt Securities
Texas
$5.41M +$700K +5,777 +15%
JCM
106
Janney Capital Management
Pennsylvania
$5.29M +$43.8K +362 +0.8%
SWP
107
Summit Wealth Partners
Florida
$5.27M +$275K +2,271 +6%
FA
108
Forefront Analytics
Pennsylvania
$5.22M +$1.05M +8,670 +25%
SG
109
StoneX Group
New York
$5.2M +$664K +5,479 +15%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$5.12M +$11.3K +93 +0.2%
Corient Private Wealth
111
Corient Private Wealth
Florida
$5.03M -$187K -1,545 -4%
Jane Street
112
Jane Street
New York
$4.99M +$4.25M +35,128 +579%
EFG
113
Embree Financial Group
Illinois
$4.71M -$227K -1,873 -5%
FF
114
Farrow Financial
Vermont
$4.7M +$64.3K +531 +1%
HFRG
115
Houlihan Financial Resource Group
Virginia
$4.66M -$177K -1,462 -4%
William Blair & Company
116
William Blair & Company
Illinois
$4.6M -$86.6K -715 -2%
CCG
117
Chatham Capital Group
Georgia
$4.49M
BOPW
118
Brandywine Oak Private Wealth
Pennsylvania
$4.48M -$106K -872 -2%
APWA
119
Atlas Private Wealth Advisors
New Jersey
$4.32M -$61.9K -511 -1%
EH
120
Equitable Holdings
New York
$4.29M +$626K +5,166 +17%
SFWC
121
Strategic Family Wealth Counselors
New Jersey
$4.21M +$46K +380 +1%
CAL
122
Capital Advisors Ltd
Ohio
$4.2M -$79.3K -655 -2%
IWM
123
IHT Wealth Management
Illinois
$4.19M -$183K -1,511 -4%
SDAM
124
Shulman DeMeo Asset Management
New York
$4.15M -$9.45K -78 -0.2%
RCS
125
Retirement Capital Strategies
California
$4.02M +$4.02M +33,183 New