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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 %
TC
451
Trust Company
Kansas
$407K – – –
BWM
452
Birchcreek Wealth Management
Ohio
$407K -$6.68K -57 -2%
CPW
453
Cove Private Wealth
New York
$404K – – –
AOWM
454
Alpha Omega Wealth Management
Virginia
$403K – – –
ATPW
455
Ashton Thomas Private Wealth
Arizona
$401K -$17.9K -153 -4%
MWM
456
Mission Wealth Management
California
$398K +$1.88K +16 +0.5%
NHC
457
Nicholas Hoffman & Company
Georgia
$396K +$1.41K +12 +0.4%
PIA
458
Perennial Investment Advisors
California
$396K – – –
TA
459
TrueWealth Advisors
Alabama
$395K +$85.4K +729 +28%
LOIP
460
Live Oak Investment Partners
Texas
$393K +$23.4K +200 +6%
MWM
461
Meridian Wealth Management
Kentucky
$391K -$4.1K -35 -1%
TFGT
462
TS Financial Group (TSFG)
Illinois
$390K – – –
ST
463
Sageworth Trust
Pennsylvania
$389K – – –
FWA
464
Flagship Wealth Advisors
Massachusetts
$388K +$1.41K +12 +0.4%
CIA
465
Capital Investment Advisors
Georgia
$388K +$703 +6 +0.2%
AQR Capital Management
466
AQR Capital Management
Connecticut
$384K -$207K -1,767 -35%
VNA
467
Valley National Advisers
Pennsylvania
$382K +$34.3K +294 +10%
ACM
468
AlphaStar Capital Management
North Carolina
$381K +$43.7K +373 +13%
SRWM
469
Shira Ridge Wealth Management
California
$379K -$38.3K -327 -9%
GWM
470
GDS Wealth Management
Texas
$378K -$36.8K -314 -9%
CWS
471
Cypress Wealth Services
California
$377K -$8.2K -70 -2%
HA
472
Hanover Advisors
South Carolina
$375K – – –
NAS
473
NWF Advisory Services
California
$374K +$703 +6 +0.2%
SIAM
474
Sterling Investment Advisors (Missouri)
Missouri
$373K +$238K +4,176 +177%
WTA
475
Washington Trust Advisors
Massachusetts
$373K – – –
17 18
19
20 21