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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
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$840K
JF
327
JSF Financial
California
$816K
AFG
328
Albion Financial Group
Utah
$815K
EW
329
Element Wealth
Mississippi
$812K
AWA
330
Amplius Wealth Advisors
Pennsylvania
$793K
PTC
331
Private Trust Company
Ohio
$792K
MFWP
332
Mosaic Family Wealth Partners
Missouri
$786K
KPWG
333
KFA Private Wealth Group
Virginia
$783K
IP
334
Investment Partners
Ohio
$773K
SWA
335
Sax Wealth Advisors
New Jersey
$772K
WS
336
Wedbush Securities
California
$770K
WP
337
WealthShield Partners
North Carolina
$758K
CC
338
Climber Capital
Switzerland
$757K
PTC
339
Philadelphia Trust Company
Pennsylvania
$752K
LSA
340
Lion Street Advisors
Texas
$741K
LIM
341
Leavell Investment Management
Alabama
$735K
IAN
342
Integrated Advisors Network
Texas
$730K
Deutsche Bank
343
Deutsche Bank
Germany
$725K
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$721K
CWM
345
Cornerstone Wealth Management
Missouri
$717K
JCM
346
Jacobi Capital Management
Pennsylvania
$714K
Bank of New York Mellon
347
Bank of New York Mellon
New York
$711K
MT
348
Midwest Trust
Kansas
$710K
LWM
349
LongView Wealth Management
Georgia
$699K
First Manhattan
350
First Manhattan
New York
$699K