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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
SWM
401
Spire Wealth Management
Virginia
$523K
AFG
402
Atomi Financial Group
New York
$518K
OC
403
Oppenheimer & Co
New York
$517K
1NWS
404
1 North Wealth Services
Maryland
$514K
KWA
405
Kingswood Wealth Advisors
California
$512K
IWN
406
Independent Wealth Network
Iowa
$501K
BMA
407
Brooks Moore & Associates
Tennessee
$496K
PSF
408
Pacific Sun Financial
California
$490K
SWM
409
Silverlake Wealth Management
Vermont
$487K
ES
410
Eagle Strategies
New York
$487K
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$486K
SFG
412
SNS Financial Group
Minnesota
$483K
CGH
413
Crossmark Global Holdings
Texas
$479K
HWA
414
HCR Wealth Advisors
California
$478K
CBA
415
Coastal Bridge Advisors
Connecticut
$478K
FSA
416
Fort Sheridan Advisors
Illinois
$476K
FAIM
417
Financial Advocates Investment Management
Washington
$475K
MM
418
Meridian Management
Arkansas
$473K
SWRP
419
Summit Wealth & Retirement Planning
California
$471K
Envestnet Portfolio Solutions
420
Envestnet Portfolio Solutions
Illinois
$471K
NFSG
421
Newbridge Financial Services Group
Florida
$468K
RIA
422
Richwood Investment Advisors
Ohio
$467K
HZ
423
Hixon Zuercher
Ohio
$465K
RBFC
424
Roman Butler Fullerton & Co
Missouri
$459K
DOA
425
D'Orazio & Associates
Virginia
$457K