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