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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
SEIA
301
Signature Estate & Investment Advisors
California
$1.03M
VA
302
Valmark Advisers
Ohio
$1.03M
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$1.02M
JC
304
JB Capital
Connecticut
$1.01M
RBC
305
Romano Brothers & Co
Illinois
$1.01M
CCA
306
Cobblestone Capital Advisors
New York
$999K
FHC
307
First Heartland Consultants
Missouri
$991K
AAG
308
Armstrong Advisory Group
Massachusetts
$976K
HWM
309
Hohimer Wealth Management
Washington
$954K
GPW
310
Genesis Private Wealth
Virginia
$949K
CA
311
Claro Advisors
Massachusetts
$947K
PA
312
Pinnacle Associates
New York
$945K
SFG
313
Sage Financial Group
Pennsylvania
$940K
CRC
314
Curi RMB Capital
Illinois
$937K
SIA
315
Soltis Investment Advisors
Utah
$925K
CT
316
Caldwell Trust
Florida
$924K
VHAM
317
Van Hulzen Asset Management
California
$914K
AWMG
318
ADG Wealth Management Group
Louisiana
$909K
PP
319
Patten & Patten
Tennessee
$902K
CWM
320
Calamos Wealth Management
Illinois
$885K
SVWAG
321
Sound View Wealth Advisors Group
Georgia
$885K
NB
322
Northwest Bancshares
Pennsylvania
$882K
AF
323
Apollon Financial
South Carolina
$852K
TC
324
Tacita Capital
Ontario, Canada
$850K
FWM
325
Forefront Wealth Management
Pennsylvania
$844K