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iShares Core High Dividend ETF
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Overview Fund Activity

742 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
742
Holders Change
-22
Holders Change %
-2.88%
% of All Funds
9.95%
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 %
WFA
251
Wellspring Financial Advisors
Ohio
$1.39M +$40K +341 +3%
BIA
252
Biondo Investment Advisors
Pennsylvania
$1.38M +$1.76K +15 +0.1%
SCA
253
Snowden Capital Advisors
New York
$1.38M +$23K +196 +2%
PI
254
PFG Investments
New York
$1.37M -$7.5K -64 -0.5%
PA
255
Parallel Advisors
California
$1.37M -$42.5K -363 -3%
IC
256
Iconiq Capital
California
$1.36M – – –
KPWS
257
Kestra Private Wealth Services
Texas
$1.34M +$139K +1,188 +12%
CA
258
CoreCap Advisors
Michigan
$1.32M +$34.7K +296 +3%
KF
259
Krilogy Financial
Missouri
$1.32M +$56.6K +483 +4%
DRP
260
Decker Retirement Planning
Utah
$1.31M +$1.3M +11,098 +11,324%
BB
261
Berkshire Bank
Massachusetts
$1.3M -$35.6K -304 -3%
AAP
262
Arax Advisory Partners
Colorado
$1.3M -$17.3K -148 -1%
KA
263
Kovack Advisors
Florida
$1.29M -$26.2K -224 -2%
CIA
264
Concurrent Investment Advisors
Florida
$1.25M +$607K +5,182 +95%
1WM
265
1900 Wealth Management
Texas
$1.24M -$22.4K -191 -2%
WCFA
266
Walkner Condon Financial Advisors
Wisconsin
$1.24M -$299K -2,550 -19%
MCM
267
MV Capital Management
Maryland
$1.23M -$20.2K -172 -2%
CSIC
268
Clifford Swan Investment Counsel
California
$1.23M -$35.2K -300 -3%
QWM
269
Quadcap Wealth Management
Texas
$1.23M -$25.4K -217 -2%
AIM
270
Anchor Investment Management
South Carolina
$1.22M +$55.4K +473 +5%
OIA
271
OneDigital Investment Advisors
Kansas
$1.21M +$3.28K +28 +0.3%
JIC
272
Johnson Investment Counsel
Ohio
$1.21M +$79.6K +679 +7%
PWW
273
Pettyjohn Wood & White
Virginia
$1.2M -$8.79K -75 -0.7%
LGWM
274
Litman Gregory Wealth Management
California
$1.19M -$20.9K -178 -2%
AC
275
Avestar Capital
New York
$1.17M – – –
9 10
11
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