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iShares Core High Dividend ETF
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Overview Fund Activity

742 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, 278 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-22
Holders Change %
-2.88%
% of All Funds
9.95%
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
278
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 %
1NWS
401
1 North Wealth Services
Maryland
$514K +$17.9K +153 +4%
KWA
402
Kingswood Wealth Advisors
California
$512K -$15.1K -129 -3%
IWN
403
Independent Wealth Network
Iowa
$501K -$586 -5 -0.1%
BMA
404
Brooks Moore & Associates
Tennessee
$496K – – –
PSF
405
Pacific Sun Financial
California
$490K – – –
SWM
406
Silverlake Wealth Management
Vermont
$487K +$487K +4,160 New
ES
407
Eagle Strategies
New York
$487K -$23.1K -197 -5%
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
$486K +$48.5K +414 +11%
SFG
409
SNS Financial Group
Minnesota
$483K – – –
CGH
410
Crossmark Global Holdings
Texas
$479K +$36.4K +311 +8%
HWA
411
HCR Wealth Advisors
California
$478K -$20.5K -175 -4%
CBA
412
Coastal Bridge Advisors
Connecticut
$478K +$469 +4 +0.1%
FSA
413
Fort Sheridan Advisors
Illinois
$476K +$2.11K +18 +0.4%
FAIM
414
Financial Advocates Investment Management
Washington
$475K -$1.07M -9,166 -69%
MM
415
Meridian Management
Arkansas
$473K – – –
SWRP
416
Summit Wealth & Retirement Planning
California
$471K – – –
Envestnet Portfolio Solutions
417
Envestnet Portfolio Solutions
Illinois
$471K -$483K -4,124 -51%
NFSG
418
Newbridge Financial Services Group
Florida
$468K +$440K +3,751 +1,550%
RIA
419
Richwood Investment Advisors
Ohio
$467K – – –
HZ
420
Hixon Zuercher
Ohio
$465K +$18.2K +155 +4%
RBFC
421
Roman Butler Fullerton & Co
Missouri
$459K +$839 +7 +0.2%
DOA
422
D'Orazio & Associates
Virginia
$457K -$293K -2,500 -39%
DWM
423
Destination Wealth Management
California
$457K – – –
RA
424
RFG Advisory
Alabama
$455K -$115K -985 -20%
QCM
425
Quantinno Capital Management
New York
$453K -$3.98K -34 -0.9%
15 16
17
18 19