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iShares Core High Dividend ETF

768 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 286 increasing their positions, 244 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M
CWM
202
Calamos Wealth Management
Illinois
$2.05M
CL
203
Choreo LLC
Illinois
$2.04M
SWP
204
Stratos Wealth Partners
Ohio
$2.04M
WWM
205
Western Wealth Management
Colorado
$2.04M
RIM
206
Rakuten Investment Management
Japan
$2.03M
KWA
207
Kingswood Wealth Advisors
California
$2.02M
AWM
208
Apex Wealth Management
New Hampshire
$2.02M
Luther King Capital Management (LKCM)
209
Luther King Capital Management (LKCM)
Texas
$2.01M
VA
210
Valmark Advisers
Ohio
$2.01M
SG
211
StoneX Group
New York
$2M
OBWG
212
Onyx Bridge Wealth Group
New York
$2M
CPIG
213
Chicago Partners Investment Group
Illinois
$1.98M
WC
214
Woodstock Corp
Massachusetts
$1.98M
ATS
215
Ashton Thomas Securities
New York
$1.94M
MGIA
216
Moneta Group Investment Advisors
Missouri
$1.94M
RP
217
Raelipskie Partnership
Ontario, Canada
$1.93M
CWP
218
Concord Wealth Partners
Virginia
$1.87M
HIA
219
Harbor Investment Advisory
Maryland
$1.85M
SF
220
Synovus Financial
Georgia
$1.84M
JIP
221
Jaffetilchin Investment Partners
Florida
$1.83M
RIA
222
Regal Investment Advisors
Michigan
$1.82M
Federated Hermes
223
Federated Hermes
Pennsylvania
$1.82M
EWM
224
Evercore Wealth Management
New York
$1.81M
UCFA
225
United Capital Financial Advisors
Texas
$1.76M