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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
NS
251
NBC Securities
Alabama
$1.41M
1WA
252
180 Wealth Advisors
Washington
$1.4M
WFA
253
Wellspring Financial Advisors
Ohio
$1.39M
BIA
254
Biondo Investment Advisors
Pennsylvania
$1.38M
SCA
255
Snowden Capital Advisors
New York
$1.38M
PI
256
PFG Investments
New York
$1.37M
PA
257
Parallel Advisors
California
$1.37M
IC
258
Iconiq Capital
California
$1.36M
KPWS
259
Kestra Private Wealth Services
Texas
$1.34M
CA
260
CoreCap Advisors
Michigan
$1.32M
KF
261
Krilogy Financial
Missouri
$1.32M
DRP
262
Decker Retirement Planning
Utah
$1.31M
BB
263
Berkshire Bank
Massachusetts
$1.3M
AAP
264
Arax Advisory Partners
Colorado
$1.3M
KA
265
Kovack Advisors
Florida
$1.29M
CIA
266
Concurrent Investment Advisors
Florida
$1.25M
1WM
267
1900 Wealth Management
Texas
$1.24M
WCFA
268
Walkner Condon Financial Advisors
Wisconsin
$1.24M
MCM
269
MV Capital Management
Maryland
$1.23M
CSIC
270
Clifford Swan Investment Counsel
California
$1.23M
QWM
271
Quadcap Wealth Management
Texas
$1.23M
AIM
272
Anchor Investment Management
South Carolina
$1.22M
OIA
273
OneDigital Investment Advisors
Kansas
$1.21M
JIC
274
Johnson Investment Counsel
Ohio
$1.21M
PWW
275
Pettyjohn Wood & White
Virginia
$1.2M