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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
DWM
426
Destination Wealth Management
California
$457K
RA
427
RFG Advisory
Alabama
$455K
QCM
428
Quantinno Capital Management
New York
$453K
VC
429
Vicus Capital
Pennsylvania
$452K
MWP
430
Madison Wealth Partners
Wisconsin
$447K
HCM
431
Hengehold Capital Management
Ohio
$446K
ZIG
432
Zullo Investment Group
Pennsylvania
$439K
ET
433
Equitable Trust
Tennessee
$438K
FFS
434
Founders Financial Securities
Maryland
$438K
CA
435
Continuum Advisory
Idaho
$437K
GWP
436
Gateway Wealth Partners
Wisconsin
$434K
CAS
437
Coppell Advisory Solutions
Texas
$433K
CCM
438
Coldstream Capital Management
Washington
$427K
RSF
439
Rik Saylor Financial
Ohio
$426K
SWA
440
Stratos Wealth Advisors
Ohio
$426K
GWM
441
Geneos Wealth Management
Colorado
$425K
NGA
442
Naples Global Advisors
Florida
$424K
MOS
443
MGO One Seven
Ohio
$423K
SFA
444
Sequoia Financial Advisors
Ohio
$422K
FCM
445
Firestone Capital Management
Florida
$422K
TSWM
446
Tyler-Stone Wealth Management
Ohio
$421K
LPAM
447
Lodestar Private Asset Management
California
$419K
CWM
448
Concentrum Wealth Management
California
$415K
CAL
449
Capital Analysts LLC
Pennsylvania
$414K
EFM
450
Eley Financial Management
Vermont
$412K