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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
PWP
451
Pursue Wealth Partners
California
$410K
DAS
452
Diversify Advisory Services
Utah
$408K
TC
453
Trust Company
Kansas
$407K
BWM
454
Birchcreek Wealth Management
Ohio
$407K
CPW
455
Cove Private Wealth
New York
$404K
AOWM
456
Alpha Omega Wealth Management
Virginia
$403K
ATPW
457
Ashton Thomas Private Wealth
Arizona
$401K
MWM
458
Mission Wealth Management
California
$398K
NHC
459
Nicholas Hoffman & Company
Georgia
$396K
PIA
460
Perennial Investment Advisors
California
$396K
TA
461
TrueWealth Advisors
Alabama
$395K
LOIP
462
Live Oak Investment Partners
Texas
$393K
MWM
463
Meridian Wealth Management
Kentucky
$391K
TFGT
464
TS Financial Group (TSFG)
Illinois
$390K
ST
465
Sageworth Trust
Pennsylvania
$389K
FWA
466
Flagship Wealth Advisors
Massachusetts
$388K
CIA
467
Capital Investment Advisors
Georgia
$388K
AQR Capital Management
468
AQR Capital Management
Connecticut
$384K
VNA
469
Valley National Advisers
Pennsylvania
$382K
ACM
470
AlphaStar Capital Management
North Carolina
$381K
SRWM
471
Shira Ridge Wealth Management
California
$379K
GWM
472
GDS Wealth Management
Texas
$378K
CWS
473
Cypress Wealth Services
California
$377K
HA
474
Hanover Advisors
South Carolina
$375K
NAS
475
NWF Advisory Services
California
$374K