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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
RCS
126
Retirement Capital Strategies
California
$4.02M
CFA
127
Cahill Financial Advisors
Minnesota
$3.98M
JFG
128
Jefferies Financial Group
New York
$3.98M
WFM
129
Wolff Financial Management
Michigan
$3.95M
BHBT
130
Burke & Herbert Bank & Trust
Virginia
$3.89M
KFP
131
Keystone Financial Planning
Ohio
$3.77M
LCG
132
Lakeshore Capital Group
Illinois
$3.71M
GCA
133
Gallagher Capital Advisors
Texas
$3.7M
P
134
&Partners
Tennessee
$3.66M
AFTS
135
American Financial & Tax Strategies
New York
$3.65M
IWC
136
Integrated Wealth Concepts
Massachusetts
$3.62M
CWM
137
Connecticut Wealth Management
Connecticut
$3.61M
IA
138
IFG Advisory
Georgia
$3.61M
AWA
139
Arkadios Wealth Advisors
Georgia
$3.6M
AF
140
Allworth Financial
California
$3.6M
AIM
141
Allen Investment Management
New York
$3.54M
ISWM
142
Independent Solutions Wealth Management
New York
$3.49M
NFC
143
Northeast Financial Consultants
Connecticut
$3.48M
BSSFA
144
Baron Silver Stevens Financial Advisors
Florida
$3.43M
VFA
145
Valeo Financial Advisors
Indiana
$3.42M
GGI
146
Godsey & Gibb Inc
Virginia
$3.41M
DADC
147
D.A. Davidson & Co
Montana
$3.35M
NA
148
NewEdge Advisors
Louisiana
$3.33M
PWA
149
Phoenix Wealth Advisors
North Carolina
$3.32M
SFG
150
Sowa Financial Group
Rhode Island
$3.26M