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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
DWP
376
Daymark Wealth Partners
Ohio
$602K
AWM
377
Axxcess Wealth Management
California
$598K
FTWA
378
Fifth Third Wealth Advisors
Ohio
$591K
Nomura Asset Management
379
Nomura Asset Management
Japan
$585K
NFW
380
Noble Family Wealth
Florida
$585K
TA
381
Tectonic Advisors
Texas
$579K
BRWA
382
B. Riley Wealth Advisors
Florida
$577K
Northern Trust
383
Northern Trust
Illinois
$576K
DJYG
384
David J. Yvars Group
Florida
$574K
BCM
385
Brookstone Capital Management
Illinois
$572K
BCA
386
Bay Colony Advisors
Massachusetts
$567K
SC
387
Savant Capital
Illinois
$562K
AAS
388
Ameritas Advisory Services
Nebraska
$561K
CA
389
CGN Advisors
Kansas
$552K
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$550K
USCWA
391
U.S. Capital Wealth Advisors
Texas
$547K
TPI
392
Trust Point Inc
Wisconsin
$545K
NP
393
NorthRock Partners
Minnesota
$543K
FA
394
Fountainhead AM
New Jersey
$543K
VCP
395
Verus Capital Partners
Arizona
$542K
IPW
396
Impact Partnership Wealth
Georgia
$536K
PWM
397
PMG Wealth Management
Illinois
$533K
CAM
398
Creekmur Asset Management
Illinois
$528K
PIM
399
Penobscot Investment Management
Massachusetts
$527K
MCCP
400
Mission Creek Capital Partners
California
$525K