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iShares Core High Dividend ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
LPL Financial
California
+$33M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.8M
3
Bank of America
Bank of America
North Carolina
+$18.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.5M
5
CAWM
Capital Advisors Wealth Management
Washington
+$10.8M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
-$55.9M
2
PCM
Piedmont Capital Management
Montana
-$36.1M
3
AOI
Auto-Owners Insurance
Michigan
-$31M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
351
Inspirion Wealth Advisors
Illinois
$685K – – –
DCM
352
Dudley Capital Management
Virginia
$684K +$204K +1,740 +42%
CA
353
Clearstead Advisors
Ohio
$680K -$39.1K -334 -5%
DF
354
Dunhill Financial
United Kingdom
$674K +$674K +5,748 New
SC
355
SouthState Corp
Florida
$668K -$49.2K -420 -7%
IPAM
356
Investment Partners Asset Management
New Jersey
$660K -$352 -3 -0.1%
SFG
357
Sovereign Financial Group
Connecticut
$649K – – –
WIC
358
Woodmont Investment Counsel
Tennessee
$647K +$647K +5,524 New
CD
359
Chapin Davis
Maryland
$643K – – –
HH
360
Hilltop Holdings
Texas
$636K +$403K +3,436 +173%
HI
361
Human Investing
Oregon
$632K +$276K +2,354 +78%
BPA
362
Beacon Pointe Advisors
California
$631K +$23.4K +200 +4%
FFN
363
Focus Financial Network
Minnesota
$629K -$4.8K -41 -0.8%
PVAMC
364
PPS&V Asset Management Consultants
Michigan
$623K – – –
HA
365
Helium Advisors
Washington
$623K +$2.81K +24 +0.5%
AWA
366
Arete Wealth Advisors
Illinois
$623K -$11.8K -101 -2%
YIH
367
Y-Intercept (HK)
Hong Kong
$621K +$621K +5,304 New
Lazard Asset Management
368
Lazard Asset Management
New York
$621K – – –
IC
369
IEQ Capital
California
$621K +$621K +5,297 New
FA
370
Flagstar Advisors
New York
$615K -$22.4K -191 -4%
BF
371
Baring Financial
Washington
$615K -$8.2K -70 -1%
GWSG
372
GPS Wealth Strategies Group
Colorado
$606K +$184K +1,572 +44%
DWP
373
Daymark Wealth Partners
Ohio
$602K +$75.8K +647 +14%
AWM
374
Axxcess Wealth Management
California
$598K +$1.05K +9 +0.2%
FTWA
375
Fifth Third Wealth Advisors
Ohio
$591K +$234 +2 +0%
13 14
15
16 17