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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 %
SI
176
Stephens Inc
Arkansas
$2.47M +$30.3K +250 +1%
BWP
177
Bernardo Wealth Planning
Pennsylvania
$2.46M -$7.75K -64 -0.3%
GFG
178
Goldstone Financial Group
Illinois
$2.45M -$254K -2,096 -9%
NG
179
Norden Group
Utah
$2.45M +$45.4K +375 +2%
WTC
180
WhitTier Trust Company
Nevada
$2.34M -$3.15K -26 -0.1%
SWP
181
Sagespring Wealth Partners
Tennessee
$2.34M -$33.8K -279 -1%
LA
182
Lane & Associates
New Jersey
$2.34M +$27.1K +224 +1%
EIP
183
Ellis Investment Partners
Pennsylvania
$2.33M -$157K -1,300 -6%
SXL
184
Summit X LLC
Missouri
$2.33M -$155K -1,280 -6%
RWP
185
Ridgecrest Wealth Partners
California
$2.31M +$689K +5,688 +43%
SFS
186
Sowell Financial Services
Arkansas
$2.29M -$29.2K -241 -1%
CBT
187
Crews Bank & Trust
Florida
$2.29M +$121K +995 +6%
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$2.28M +$448K +3,695 +24%
CPIG
189
Chicago Partners Investment Group
Illinois
$2.25M +$1.87M +16,210 +493%
TCM
190
TruNorth Capital Management
Michigan
$2.24M
PWA
191
Provenance Wealth Advisors
Florida
$2.24M +$50.5K +417 +2%
ANTB
192
AMG National Trust Bank
Colorado
$2.22M -$415K -3,423 -16%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$2.21M -$108K -895 -5%
LSWP
194
Liberty Square Wealth Partners
Pennsylvania
$2.2M +$1.33K +11 +0.1%
IAG
195
Investment Advisory Group
Massachusetts
$2.2M +$848 +7 +0%
TCA
196
Transcend Capital Advisors
New Jersey
$2.19M -$5.09K -42 -0.2%
NFG
197
Nations Financial Group
Iowa
$2.19M +$18.4K +152 +0.8%
CL
198
Choreo LLC
Illinois
$2.18M -$150K -1,238 -6%
HI
199
Harbour Investments
Wisconsin
$2.18M -$30.6K -253 -1%
ALA
200
Atlas Legacy Advisors
California
$2.14M +$787K +6,613 +58%