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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
JWCA
151
J.W. Cole Advisors
Florida
$3.26M
PS
152
Principal Securities
Iowa
$3.22M
JWM
153
Jackson Wealth Management
Florida
$3.19M
KOMWMG
154
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.19M
SFB
155
STAR Financial Bank
Indiana
$3.17M
WIA
156
World Investment Advisors
California
$3.17M
FAM
157
Formidable Asset Management
Ohio
$3.15M
CFS
158
CRA Financial Services
New Jersey
$3.13M
Bank of New York Mellon
159
Bank of New York Mellon
New York
$3.12M
FFG
160
Frisch Financial Group
New York
$3.12M
MFA
161
Mayflower Financial Advisors
Massachusetts
$3.03M
HNWAG
162
High Net Worth Advisory Group
Florida
$2.98M
CFG
163
Cooper Financial Group
California
$2.96M
FA
164
FC Advisory
Pennsylvania
$2.91M
JCM
165
J2 Capital Management
Michigan
$2.86M
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$2.85M
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$2.84M
Baird Financial Group
168
Baird Financial Group
Wisconsin
$2.81M
CCA
169
Cora Capital Advisors
New Jersey
$2.78M
NA
170
Nottingham Advisors
New York
$2.76M
TC
171
TownSquare Capital
Utah
$2.76M
WWA
172
WCG Wealth Advisors
Nevada
$2.67M
GA
173
GSG Advisors
New Jersey
$2.57M
SC
174
Scotia Capital
Ontario, Canada
$2.54M
KA
175
Klingman & Associates
New York
$2.51M