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iShares Core High Dividend ETF

741 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, 277 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
9.94%
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
277
Reduced
254
Closed
55
Calls
$102M
Puts
$1.64M
Net Calls
+$99.9M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$1.02M -$21.1M -180,306 -95%
JC
302
JB Capital
Connecticut
$1.01M +$43.8K +374 +5%
RBC
303
Romano Brothers & Co
Illinois
$1.01M +$11.7K +100 +1%
CCA
304
Cobblestone Capital Advisors
New York
$999K
FHC
305
First Heartland Consultants
Missouri
$991K +$8.44K +72 +0.9%
AAG
306
Armstrong Advisory Group
Massachusetts
$976K -$1.19M -10,193 -55%
HWM
307
Hohimer Wealth Management
Washington
$954K -$16.5K -141 -2%
GPW
308
Genesis Private Wealth
Virginia
$949K -$11.8K -101 -1%
CA
309
Claro Advisors
Massachusetts
$947K +$15.5K +132 +2%
PA
310
Pinnacle Associates
New York
$945K -$24K -205 -2%
SFG
311
Sage Financial Group
Pennsylvania
$940K
CRC
312
Curi RMB Capital
Illinois
$937K +$732K +6,246 +357%
SIA
313
Soltis Investment Advisors
Utah
$925K -$45.5K -388 -5%
VHAM
314
Van Hulzen Asset Management
California
$914K -$3.75K -32 -0.4%
AWMG
315
ADG Wealth Management Group
Louisiana
$909K -$1.41K -12 -0.2%
PP
316
Patten & Patten
Tennessee
$902K +$22K +188 +3%
CWM
317
Calamos Wealth Management
Illinois
$885K -$6.91M -58,996 -89%
SVWAG
318
Sound View Wealth Advisors Group
Georgia
$885K -$65.7K -561 -7%
NB
319
Northwest Bancshares
Pennsylvania
$882K -$6.09K -52 -0.7%
AF
320
Apollon Financial
South Carolina
$852K -$4.69K -40 -0.5%
TC
321
Tacita Capital
Ontario, Canada
$850K +$105K +900 +14%
FWM
322
Forefront Wealth Management
Pennsylvania
$844K +$26.1K +223 +3%
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$840K +$469 +4 +0.1%
JF
324
JSF Financial
California
$816K +$6.09K +52 +0.8%
AFG
325
Albion Financial Group
Utah
$815K +$126K +1,079 +18%