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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 %
EW
326
Element Wealth
Mississippi
$812K -$20.2K -172 -2%
AWA
327
Amplius Wealth Advisors
Pennsylvania
$793K
PTC
328
Private Trust Company
Ohio
$792K
MFWP
329
Mosaic Family Wealth Partners
Missouri
$786K -$75.9K -648 -9%
KPWG
330
KFA Private Wealth Group
Virginia
$783K -$13K -111 -2%
IP
331
Investment Partners
Ohio
$773K +$1.76K +15 +0.2%
SWA
332
Sax Wealth Advisors
New Jersey
$772K
WS
333
Wedbush Securities
California
$770K +$9.85K +84 +1%
WP
334
WealthShield Partners
North Carolina
$758K -$7.62K -65 -1%
CC
335
Climber Capital
Switzerland
$757K
PTC
336
Philadelphia Trust Company
Pennsylvania
$752K
LSA
337
Lion Street Advisors
Texas
$741K -$398K -3,393 -35%
LIM
338
Leavell Investment Management
Alabama
$735K
IAN
339
Integrated Advisors Network
Texas
$730K +$117 +1 +0%
Deutsche Bank
340
Deutsche Bank
Germany
$725K
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$721K +$494K +4,216 +218%
CWM
342
Cornerstone Wealth Management
Missouri
$717K +$53.9K +460 +8%
JCM
343
Jacobi Capital Management
Pennsylvania
$714K +$13K +111 +2%
Bank of New York Mellon
344
Bank of New York Mellon
New York
$711K -$2.31M -19,709 -76%
MT
345
Midwest Trust
Kansas
$710K +$710K +6,057 New
LWM
346
LongView Wealth Management
Georgia
$699K +$13.9K +119 +2%
First Manhattan
347
First Manhattan
New York
$699K -$4.1K -35 -0.6%
MCC
348
Money Concepts Capital
Florida
$688K +$47.2K +403 +7%
BDF
349
Black Diamond Financial
Maryland
$687K
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$686K +$7.62K +65 +1%