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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 %
CFA
126
Cahill Financial Advisors
Minnesota
$3.98M -$23.5K -194 -0.6%
JFG
127
Jefferies Financial Group
New York
$3.98M -$144K -1,192 -4%
WFM
128
Wolff Financial Management
Michigan
$3.95M -$61.1K -504 -2%
BHBT
129
Burke & Herbert Bank & Trust
Virginia
$3.89M -$39.5K -326 -1%
KFP
130
Keystone Financial Planning
Ohio
$3.77M -$69K -570 -2%
LCG
131
Lakeshore Capital Group
Illinois
$3.71M +$3.71M +30,591 New
GCA
132
Gallagher Capital Advisors
Texas
$3.7M -$19.1K -158 -0.5%
P
133
&Partners
Tennessee
$3.66M +$426K +3,577 +13%
AFTS
134
American Financial & Tax Strategies
New York
$3.65M -$320K -2,638 -8%
IWC
135
Integrated Wealth Concepts
Massachusetts
$3.62M +$1.09M +8,986 +43%
CWM
136
Connecticut Wealth Management
Connecticut
$3.61M -$26.9K -222 -0.7%
IA
137
IFG Advisory
Georgia
$3.61M +$60.8K +502 +2%
AWA
138
Arkadios Wealth Advisors
Georgia
$3.6M +$121K +997 +3%
AF
139
Allworth Financial
California
$3.6M +$1.61M +14,118 +81%
AIM
140
Allen Investment Management
New York
$3.54M
ISWM
141
Independent Solutions Wealth Management
New York
$3.49M -$97.5K -805 -3%
NFC
142
Northeast Financial Consultants
Connecticut
$3.48M
BSSFA
143
Baron Silver Stevens Financial Advisors
Florida
$3.43M -$297K -2,452 -8%
VFA
144
Valeo Financial Advisors
Indiana
$3.42M -$54.3K -2,885 -2%
GGI
145
Godsey & Gibb Inc
Virginia
$3.41M +$120K +992 +4%
DADC
146
D.A. Davidson & Co
Montana
$3.35M +$191K +1,579 +6%
NA
147
NewEdge Advisors
Louisiana
$3.33M +$109K +897 +3%
PWA
148
Phoenix Wealth Advisors
North Carolina
$3.32M +$2.54M +20,992 +327%
SFG
149
Sowa Financial Group
Rhode Island
$3.26M -$184K -1,515 -5%
JWCA
150
J.W. Cole Advisors
Florida
$3.26M -$54.7K -452 -2%