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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 %
PS
151
Principal Securities
Iowa
$3.22M +$37.3K +332 +1%
JWM
152
Jackson Wealth Management
Florida
$3.19M +$19.7K +163 +0.6%
KOMWMG
153
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.19M -$188K -1,553 -6%
SFB
154
STAR Financial Bank
Indiana
$3.17M +$3.17M +26,151 New
WIA
155
World Investment Advisors
California
$3.17M -$249K -2,054 -7%
FAM
156
Formidable Asset Management
Ohio
$3.15M -$83.3K -688 -3%
CFS
157
CRA Financial Services
New Jersey
$3.13M -$29.3K -242 -0.9%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$3.12M -$293K -2,419 -9%
FFG
159
Frisch Financial Group
New York
$3.12M -$7.51K -62 -0.2%
MFA
160
Mayflower Financial Advisors
Massachusetts
$3.03M +$19.7K +163 +0.7%
HNWAG
161
High Net Worth Advisory Group
Florida
$2.98M -$146K -1,205 -5%
CFG
162
Cooper Financial Group
California
$2.96M -$396K -3,268 -12%
FA
163
FC Advisory
Pennsylvania
$2.91M -$51.8K -428 -2%
JCM
164
J2 Capital Management
Michigan
$2.86M -$699K -5,772 -20%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$2.85M -$31.1K -257 -1%
MBFW
166
Morton Brown Family Wealth
Pennsylvania
$2.84M -$17.8K -147 -0.6%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$2.81M +$340K +2,804 +14%
CCA
168
Cora Capital Advisors
New Jersey
$2.78M +$169K +1,394 +6%
NA
169
Nottingham Advisors
New York
$2.76M -$21.1K -174 -0.8%
TC
170
TownSquare Capital
Utah
$2.76M +$53.9K +445 +2%
WWA
171
WCG Wealth Advisors
Nevada
$2.67M -$36.2K -299 -1%
GA
172
GSG Advisors
New Jersey
$2.57M +$114K +1,008 +5%
SC
173
Scotia Capital
Ontario, Canada
$2.54M +$105K +866 +4%
KA
174
Klingman & Associates
New York
$2.51M -$11.4K -94 -0.5%
WMA
175
Wealth Management Associates
New Jersey
$2.5M +$50.5K +417 +2%