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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
MCC
351
Money Concepts Capital
Florida
$688K
BDF
352
Black Diamond Financial
Maryland
$687K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$686K
IWA
354
Inspirion Wealth Advisors
Illinois
$685K
DCM
355
Dudley Capital Management
Virginia
$684K
CA
356
Clearstead Advisors
Ohio
$680K
DF
357
Dunhill Financial
United Kingdom
$674K
SC
358
SouthState Corp
Florida
$668K
IPAM
359
Investment Partners Asset Management
New Jersey
$660K
SFG
360
Sovereign Financial Group
Connecticut
$649K
WIC
361
Woodmont Investment Counsel
Tennessee
$647K
CD
362
Chapin Davis
Maryland
$643K
HH
363
Hilltop Holdings
Texas
$636K
HI
364
Human Investing
Oregon
$632K
BPA
365
Beacon Pointe Advisors
California
$631K
FFN
366
Focus Financial Network
Minnesota
$629K
PVAMC
367
PPS&V Asset Management Consultants
Michigan
$623K
HA
368
Helium Advisors
Washington
$623K
AWA
369
Arete Wealth Advisors
Illinois
$623K
YIH
370
Y-Intercept (HK)
Hong Kong
$621K
Lazard Asset Management
371
Lazard Asset Management
New York
$621K
IC
372
IEQ Capital
California
$621K
FA
373
Flagstar Advisors
New York
$615K
BF
374
Baring Financial
Washington
$615K
GWSG
375
GPS Wealth Strategies Group
Colorado
$606K