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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 %
Bank of America
1
Bank of America
North Carolina
$526M -$41.8M -345,157 -7%
Morgan Stanley
2
Morgan Stanley
New York
$391M +$9.57M +78,987 +3%
LPL Financial
3
LPL Financial
California
$301M +$12.4M +102,040 +4%
UBS Group
4
UBS Group
Switzerland
$173M -$13M -107,100 -7%
Wells Fargo
5
Wells Fargo
California
$155M -$97.5M -804,709 -39%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$140M -$295K -2,433 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$139M -$10.4M -86,170 -7%
Raymond James Financial
8
Raymond James Financial
Florida
$119M +$6.04M +49,891 +5%
SAM
9
Securian Asset Management
Minnesota
$100M -$2.07M -17,130 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$95.9M +$4.71M +38,887 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$91.2M +$4.21M +34,787 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$90.8M +$6.24M +51,524 +7%
M&T Bank
13
M&T Bank
New York
$88.3M +$839K +6,931 +1%
BlackRock
14
BlackRock
New York
$81M +$6.42M +52,980 +9%
Ameriprise
15
Ameriprise
Minnesota
$76.1M +$10.5M +87,057 +16%
Truist Financial
16
Truist Financial
North Carolina
$75.3M +$3.16M +26,060 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$68.6M -$627K -5,177 -0.9%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$56.8M +$15.2M +127,301 +37%
CA
19
CSM Advisors
Pennsylvania
$55.9M
LIA
20
LBMC Investment Advisors
Tennessee
$55.5M -$770K -6,358 -1%
Mariner
21
Mariner
Kansas
$53M +$1.64M +13,574 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$42.4M +$2.22M +18,333 +6%
TA
23
Townsend & Associates
Colorado
$41.6M +$282K +2,530 +0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$41.3M +$10.5M +87,033 +34%
AOI
25
Auto-Owners Insurance
Michigan
$41.2M +$37.8M +264,460 +1,111%