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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
WMA
176
Wealth Management Associates
New Jersey
$2.5M
SI
177
Stephens Inc
Arkansas
$2.47M
BWP
178
Bernardo Wealth Planning
Pennsylvania
$2.46M
GFG
179
Goldstone Financial Group
Illinois
$2.45M
NG
180
Norden Group
Utah
$2.45M
WTC
181
WhitTier Trust Company
Nevada
$2.34M
SWP
182
Sagespring Wealth Partners
Tennessee
$2.34M
LA
183
Lane & Associates
New Jersey
$2.34M
EIP
184
Ellis Investment Partners
Pennsylvania
$2.33M
SXL
185
Summit X LLC
Missouri
$2.33M
RWP
186
Ridgecrest Wealth Partners
California
$2.31M
SFS
187
Sowell Financial Services
Arkansas
$2.29M
CBT
188
Crews Bank & Trust
Florida
$2.29M
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$2.28M
CPIG
190
Chicago Partners Investment Group
Illinois
$2.25M
TCM
191
TruNorth Capital Management
Michigan
$2.24M
PWA
192
Provenance Wealth Advisors
Florida
$2.24M
ANTB
193
AMG National Trust Bank
Colorado
$2.22M
Natixis Advisors
194
Natixis Advisors
Massachusetts
$2.21M
LSWP
195
Liberty Square Wealth Partners
Pennsylvania
$2.2M
IAG
196
Investment Advisory Group
Massachusetts
$2.2M
TCA
197
Transcend Capital Advisors
New Jersey
$2.19M
NFG
198
Nations Financial Group
Iowa
$2.19M
CL
199
Choreo LLC
Illinois
$2.18M
HI
200
Harbour Investments
Wisconsin
$2.18M