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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 %
Nomura Asset Management
376
Nomura Asset Management
Japan
$585K – – –
NFW
377
Noble Family Wealth
Florida
$585K +$585K +4,989 New
TA
378
Tectonic Advisors
Texas
$579K -$23.8K -203 -4%
BRWA
379
B. Riley Wealth Advisors
Florida
$577K +$577K +4,921 New
Northern Trust
380
Northern Trust
Illinois
$576K -$58.5K -499 -9%
DJYG
381
David J. Yvars Group
Florida
$574K +$14.5K +124 +3%
BCM
382
Brookstone Capital Management
Illinois
$572K +$212K +1,808 +59%
BCA
383
Bay Colony Advisors
Massachusetts
$567K -$29.5K -252 -5%
SC
384
Savant Capital
Illinois
$562K -$8.67K -74 -2%
AAS
385
Ameritas Advisory Services
Nebraska
$561K -$31K -265 -5%
CA
386
CGN Advisors
Kansas
$552K – – –
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$550K – – –
USCWA
388
U.S. Capital Wealth Advisors
Texas
$547K +$6.8K +58 +1%
TPI
389
Trust Point Inc
Wisconsin
$545K +$25K +213 +5%
NP
390
NorthRock Partners
Minnesota
$543K – – –
FA
391
Fountainhead AM
New Jersey
$543K -$9.96K -85 -2%
VCP
392
Verus Capital Partners
Arizona
$542K – – –
IPW
393
Impact Partnership Wealth
Georgia
$536K -$82.5K -704 -13%
PWM
394
PMG Wealth Management
Illinois
$533K – – –
CAM
395
Creekmur Asset Management
Illinois
$528K +$3.52K +30 +0.7%
PIM
396
Penobscot Investment Management
Massachusetts
$527K +$182K +1,550 +53%
MCCP
397
Mission Creek Capital Partners
California
$525K -$17.3K -148 -3%
SWM
398
Spire Wealth Management
Virginia
$523K -$25.1K -214 -5%
AFG
399
Atomi Financial Group
New York
$518K +$14.6K +125 +3%
OC
400
Oppenheimer & Co
New York
$517K – – –
14 15
16
17 18