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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
LGWM
276
Litman Gregory Wealth Management
California
$1.19M
AC
277
Avestar Capital
New York
$1.17M
WCG
278
Weaver Consulting Group
California
$1.16M
AM
279
Atwater Malick
Pennsylvania
$1.16M
TSS
280
Two Sigma Securities
New York
$1.15M
CPIA
281
Cornell Pochily Investment Advisors
New York
$1.15M
CWM
282
Collaborative Wealth Management
Florida
$1.14M
NB
283
NBT Bank
New York
$1.13M
PFS
284
Prospera Financial Services
Texas
$1.13M
TFA
285
Teamwork Financial Advisors
Texas
$1.13M
TWA
286
Talisman Wealth Advisors
New Jersey
$1.11M
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.11M
PCG
288
Prosperity Consulting Group
Maryland
$1.11M
WPC
289
White Pine Capital
Minnesota
$1.1M
AIC
290
Archer Investment Corporation
Indiana
$1.1M
PG
291
Patten Group
Tennessee
$1.09M
OA
292
Operose Advisors
Wisconsin
$1.08M
SAM
293
Smartleaf Asset Management
Massachusetts
$1.07M
CA
294
Cresta Advisors
Texas
$1.07M
PCM
295
Parsons Capital Management
Rhode Island
$1.07M
Brown Advisory
296
Brown Advisory
Maryland
$1.05M
SPWM
297
Straight Path Wealth Management
Michigan
$1.05M
CIAS
298
CFS Investment Advisory Services
New Jersey
$1.05M
MCM
299
MAI Capital Management
Ohio
$1.04M
VA
300
VestGen Advisors
Illinois
$1.04M