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iShares Core High Dividend ETF
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Overview Fund Activity

743 hedge funds and large institutions have $4.6B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
9.96%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
45
Increased
278
Reduced
254
Closed
55
Calls
$102M
Puts
$1.64M
Net Calls
+$99.9M
Net Calls Change
-$4.58M

Top Buyers

1
LPL Financial
LPL Financial
California
+$33M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.8M
3
Bank of America
Bank of America
North Carolina
+$18.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.5M
5
CAWM
Capital Advisors Wealth Management
Washington
+$10.8M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
-$55.9M
2
PCM
Piedmont Capital Management
Montana
-$36.1M
3
AOI
Auto-Owners Insurance
Michigan
-$31M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
226
Bessemer Group
New Jersey
$1.56M -$274K -2,338 -15%
PIMG
227
Patriot Investment Management Group
Tennessee
$1.55M – – –
RFN
228
RDA Financial Network
Iowa
$1.55M -$31.1K -265 -2%
CFO
229
Collective Family Office
Pennsylvania
$1.55M +$262K +2,239 +20%
SWA
230
SOA Wealth Advisors
New York
$1.55M -$221K -1,888 -13%
RCG
231
Regatta Capital Group
California
$1.54M +$1.54M +13,166 New
MA
232
MCF Advisors
Kentucky
$1.54M +$766K +6,534 +99%
EWA
233
EP Wealth Advisors
California
$1.53M -$20.6K -176 -1%
PWA
234
Provenance Wealth Advisors
Florida
$1.53M -$632K -5,390 -29%
SF
235
Synovus Financial
Georgia
$1.53M +$15.2K +130 +1%
ATC
236
Argent Trust Co
Tennessee
$1.53M -$3.52K -30 -0.2%
IFPG
237
Intrepid Financial Planning Group
Indiana
$1.52M -$9.96K -85 -0.7%
ALA
238
Atlas Legacy Advisors
California
$1.52M -$593K -5,057 -28%
FNC
239
First National Corp
Massachusetts
$1.5M +$30.7K +262 +2%
CWM
240
Congress Wealth Management
Massachusetts
$1.5M +$784K +6,693 +110%
AA
241
Ancora Advisors
Ohio
$1.49M -$55.1K -470 -4%
OCBCO
242
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.47M -$143K -1,219 -9%
RDWM
243
Red Door Wealth Management
Tennessee
$1.47M – – –
CPA
244
Court Place Advisors
Maryland
$1.47M -$16.1K -137 -1%
TWC
245
TD Waterhouse Canada
Ontario, Canada
$1.45M +$5.69K +48 +0.4%
PSCM
246
Per Stirling Capital Management
Texas
$1.43M -$115K -980 -7%
CAAM
247
Cornerstone Advisors Asset Management
Pennsylvania
$1.43M -$119K -1,017 -8%
US Bancorp
248
US Bancorp
Minnesota
$1.42M +$38.2K +326 +3%
NS
249
NBC Securities
Alabama
$1.41M -$128K -1,093 -8%
1WA
250
180 Wealth Advisors
Washington
$1.4M -$11.1K -95 -0.8%
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