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iShares Core High Dividend ETF

748 hedge funds and large institutions have $4.61B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 279 increasing their positions, 254 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $4.88B → $4.61B (-$273M)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
748
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
$1.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Howe & Rusling
New York
$1.57M
NCM
227
NCM Capital Management
New Jersey
$1.57M
Bessemer Group
228
Bessemer Group
New Jersey
$1.56M
PIMG
229
Patriot Investment Management Group
Tennessee
$1.55M
RFN
230
RDA Financial Network
Iowa
$1.55M
CFO
231
Collective Family Office
Pennsylvania
$1.55M
SWA
232
SOA Wealth Advisors
New York
$1.55M
RCG
233
Regatta Capital Group
California
$1.54M
MA
234
MCF Advisors
Kentucky
$1.54M
EWA
235
EP Wealth Advisors
California
$1.53M
PWA
236
Provenance Wealth Advisors
Florida
$1.53M
SF
237
Synovus Financial
Georgia
$1.53M
ATC
238
Argent Trust Co
Tennessee
$1.53M
IFPG
239
Intrepid Financial Planning Group
Indiana
$1.52M
ALA
240
Atlas Legacy Advisors
California
$1.52M
FNC
241
First National Corp
Massachusetts
$1.5M
CWM
242
Congress Wealth Management
Massachusetts
$1.5M
AA
243
Ancora Advisors
Ohio
$1.49M
OCBCO
244
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.47M
RDWM
245
Red Door Wealth Management
Tennessee
$1.47M
CPA
246
Court Place Advisors
Maryland
$1.47M
TWC
247
TD Waterhouse Canada
Ontario, Canada
$1.45M
PSCM
248
Per Stirling Capital Management
Texas
$1.43M
CAAM
249
Cornerstone Advisors Asset Management
Pennsylvania
$1.43M
US Bancorp
250
US Bancorp
Minnesota
$1.42M