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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 %
VC
426
Vicus Capital
Pennsylvania
$452K -$18.7K -160 -4%
MWP
427
Madison Wealth Partners
Wisconsin
$447K +$234 +2 +0.1%
HCM
428
Hengehold Capital Management
Ohio
$446K +$117 +1 +0%
ZIG
429
Zullo Investment Group
Pennsylvania
$439K – – –
ET
430
Equitable Trust
Tennessee
$438K – – –
FFS
431
Founders Financial Securities
Maryland
$438K -$55.2K -471 -11%
CA
432
Continuum Advisory
Idaho
$437K -$283K -2,413 -39%
GWP
433
Gateway Wealth Partners
Wisconsin
$434K – – –
CAS
434
Coppell Advisory Solutions
Texas
$433K -$159K -1,366 -27%
CCM
435
Coldstream Capital Management
Washington
$427K -$19.9K -170 -4%
RSF
436
Rik Saylor Financial
Ohio
$426K -$703 -6 -0.2%
SWA
437
Stratos Wealth Advisors
Ohio
$426K -$46.2K -394 -10%
GWM
438
Geneos Wealth Management
Colorado
$425K -$397K -3,386 -48%
NGA
439
Naples Global Advisors
Florida
$424K -$8.2K -70 -2%
MOS
440
MGO One Seven
Ohio
$423K -$204K -1,745 -33%
SFA
441
Sequoia Financial Advisors
Ohio
$422K -$12.3K -105 -3%
FCM
442
Firestone Capital Management
Florida
$422K – – –
TSWM
443
Tyler-Stone Wealth Management
Ohio
$421K +$70.7K +603 +20%
LPAM
444
Lodestar Private Asset Management
California
$419K +$98.9K +844 +31%
CWM
445
Concentrum Wealth Management
California
$415K +$53.3K +455 +15%
CAL
446
Capital Analysts LLC
Pennsylvania
$414K – – –
EFM
447
Eley Financial Management
Vermont
$412K -$16.3K -139 -4%
GP
448
Greenline Partners
New York
$410K – – –
PWP
449
Pursue Wealth Partners
California
$410K – – –
DAS
450
Diversify Advisory Services
Utah
$408K +$408K +3,390 New
16 17
18
19 20