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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
GP
451
Greenline Partners
New York
$410K
PWP
452
Pursue Wealth Partners
California
$410K
DAS
453
Diversify Advisory Services
Utah
$408K
TC
454
Trust Company
Kansas
$407K
BWM
455
Birchcreek Wealth Management
Ohio
$407K
CPW
456
Cove Private Wealth
New York
$404K
AOWM
457
Alpha Omega Wealth Management
Virginia
$403K
ATPW
458
Ashton Thomas Private Wealth
Arizona
$401K
MWM
459
Mission Wealth Management
California
$398K
NHC
460
Nicholas Hoffman & Company
Georgia
$396K
PIA
461
Perennial Investment Advisors
California
$396K
TA
462
TrueWealth Advisors
Alabama
$395K
LOIP
463
Live Oak Investment Partners
Texas
$393K
MWM
464
Meridian Wealth Management
Kentucky
$391K
TFGT
465
TS Financial Group (TSFG)
Illinois
$390K
ST
466
Sageworth Trust
Pennsylvania
$389K
FWA
467
Flagship Wealth Advisors
Massachusetts
$388K
CIA
468
Capital Investment Advisors
Georgia
$388K
AQR Capital Management
469
AQR Capital Management
Connecticut
$384K
VNA
470
Valley National Advisers
Pennsylvania
$382K
ACM
471
AlphaStar Capital Management
North Carolina
$381K
SRWM
472
Shira Ridge Wealth Management
California
$379K
GWM
473
GDS Wealth Management
Texas
$378K
CWS
474
Cypress Wealth Services
California
$377K
HA
475
Hanover Advisors
South Carolina
$375K