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iShares Core High Dividend ETF

768 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 244 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
126
Independent Solutions Wealth Management
New York
$3.75M
SAM
127
Smartleaf Asset Management
Massachusetts
$3.75M
AWA
128
Arkadios Wealth Advisors
Georgia
$3.75M
GGI
129
Godsey & Gibb Inc
Virginia
$3.7M
CWM
130
Connecticut Wealth Management
Connecticut
$3.65M
KFP
131
Keystone Financial Planning
Ohio
$3.62M
GCA
132
Gallagher Capital Advisors
Texas
$3.62M
AIM
133
Allen Investment Management
New York
$3.57M
SFB
134
STAR Financial Bank
Indiana
$3.52M
IWC
135
Integrated Wealth Concepts
Massachusetts
$3.44M
DADC
136
D.A. Davidson & Co
Montana
$3.44M
IA
137
IFG Advisory
Georgia
$3.43M
JWM
138
Jackson Wealth Management
Florida
$3.42M
VFA
139
Valeo Financial Advisors
Indiana
$3.36M
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$3.35M
KWM
141
Kingsview Wealth Management
Oregon
$3.33M
Natixis Advisors
142
Natixis Advisors
Massachusetts
$3.31M
MCAI
143
Members Capital Advisors Inc
Wisconsin
$3.31M
KOMWMG
144
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.3M
CCA
145
Cora Capital Advisors
New Jersey
$3.21M
Baird Financial Group
146
Baird Financial Group
Wisconsin
$3.16M
MFA
147
Mayflower Financial Advisors
Massachusetts
$3.09M
CFS
148
CRA Financial Services
New Jersey
$3.07M
CAWM
149
Capital Advisors Wealth Management
Washington
$3.06M
FAM
150
Formidable Asset Management
Ohio
$2.99M