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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
JF
326
JSF Financial
California
$816K
AFG
327
Albion Financial Group
Utah
$815K
EW
328
Element Wealth
Mississippi
$812K
AWA
329
Amplius Wealth Advisors
Pennsylvania
$793K
PTC
330
Private Trust Company
Ohio
$792K
MFWP
331
Mosaic Family Wealth Partners
Missouri
$786K
KPWG
332
KFA Private Wealth Group
Virginia
$783K
IP
333
Investment Partners
Ohio
$773K
SWA
334
Sax Wealth Advisors
New Jersey
$772K
WS
335
Wedbush Securities
California
$770K
WP
336
WealthShield Partners
North Carolina
$758K
CC
337
Climber Capital
Switzerland
$757K
PTC
338
Philadelphia Trust Company
Pennsylvania
$752K
LSA
339
Lion Street Advisors
Texas
$741K
LIM
340
Leavell Investment Management
Alabama
$735K
IAN
341
Integrated Advisors Network
Texas
$730K
Deutsche Bank
342
Deutsche Bank
Germany
$725K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$721K
CWM
344
Cornerstone Wealth Management
Missouri
$717K
JCM
345
Jacobi Capital Management
Pennsylvania
$714K
Bank of New York Mellon
346
Bank of New York Mellon
New York
$711K
MT
347
Midwest Trust
Kansas
$710K
LWM
348
LongView Wealth Management
Georgia
$699K
First Manhattan
349
First Manhattan
New York
$699K
MCC
350
Money Concepts Capital
Florida
$688K