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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
AWM
376
Axxcess Wealth Management
California
$598K
FTWA
377
Fifth Third Wealth Advisors
Ohio
$591K
Nomura Asset Management
378
Nomura Asset Management
Japan
$585K
NFW
379
Noble Family Wealth
Florida
$585K
TA
380
Tectonic Advisors
Texas
$579K
BRWA
381
B. Riley Wealth Advisors
Florida
$577K
Northern Trust
382
Northern Trust
Illinois
$576K
DJYG
383
David J. Yvars Group
Florida
$574K
BCM
384
Brookstone Capital Management
Illinois
$572K
BCA
385
Bay Colony Advisors
Massachusetts
$567K
SC
386
Savant Capital
Illinois
$562K
AAS
387
Ameritas Advisory Services
Nebraska
$561K
CA
388
CGN Advisors
Kansas
$552K
Bank of Nova Scotia
389
Bank of Nova Scotia
Ontario, Canada
$550K
USCWA
390
U.S. Capital Wealth Advisors
Texas
$547K
TPI
391
Trust Point Inc
Wisconsin
$545K
NP
392
NorthRock Partners
Minnesota
$543K
FA
393
Fountainhead AM
New Jersey
$543K
VCP
394
Verus Capital Partners
Arizona
$542K
IPW
395
Impact Partnership Wealth
Georgia
$536K
PWM
396
PMG Wealth Management
Illinois
$533K
CAM
397
Creekmur Asset Management
Illinois
$528K
PIM
398
Penobscot Investment Management
Massachusetts
$527K
MCCP
399
Mission Creek Capital Partners
California
$525K
SWM
400
Spire Wealth Management
Virginia
$523K