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iShares Core High Dividend ETF

747 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 47 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 (-$276M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
747
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
VA
301
Valmark Advisers
Ohio
$1.03M
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$1.02M
JC
303
JB Capital
Connecticut
$1.01M
RBC
304
Romano Brothers & Co
Illinois
$1.01M
CCA
305
Cobblestone Capital Advisors
New York
$999K
FHC
306
First Heartland Consultants
Missouri
$991K
AAG
307
Armstrong Advisory Group
Massachusetts
$976K
HWM
308
Hohimer Wealth Management
Washington
$954K
GPW
309
Genesis Private Wealth
Virginia
$949K
CA
310
Claro Advisors
Massachusetts
$947K
PA
311
Pinnacle Associates
New York
$945K
SFG
312
Sage Financial Group
Pennsylvania
$940K
CRC
313
Curi RMB Capital
Illinois
$937K
SIA
314
Soltis Investment Advisors
Utah
$925K
CT
315
Caldwell Trust
Florida
$924K
VHAM
316
Van Hulzen Asset Management
California
$914K
AWMG
317
ADG Wealth Management Group
Louisiana
$909K
PP
318
Patten & Patten
Tennessee
$902K
CWM
319
Calamos Wealth Management
Illinois
$885K
SVWAG
320
Sound View Wealth Advisors Group
Georgia
$885K
NB
321
Northwest Bancshares
Pennsylvania
$882K
AF
322
Apollon Financial
South Carolina
$852K
TC
323
Tacita Capital
Ontario, Canada
$850K
FWM
324
Forefront Wealth Management
Pennsylvania
$844K
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$840K