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iShares Core High Dividend ETF
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Overview Fund Activity

739 hedge funds and large institutions have $4.59B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 275 increasing their positions, 254 reducing their positions, and 55 closing their positions.

Holders
739
Holders Change
-25
Holders Change %
-3.27%
% of All Funds
9.92%
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
275
Reduced
254
Closed
55
Calls
$94M
Puts
$269K
Net Calls
+$93.7M
Net Calls Change
-$10.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$324M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$527M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.4M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$12.2M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
PCM
2
Piedmont Capital Management
Montana
$0
3
AOI
3
Auto-Owners Insurance
Michigan
$2.79M
4
PP
4
Prudential plc
United Kingdom
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$29.8M 249,621 -10,047 -4%
SS
27
SBI Securities
Japan
$28.5M 242,909 -804 -0.3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$27.7M 236,618 +67,007 +40%
Osaic Holdings
29
Osaic Holdings
Arizona
$27.4M 243,766 -96,801 -28%
RW
30
Regimen Wealth
Georgia
$26.7M 227,877 -35,465 -13%
SB
31
Simmons Bank
Arkansas
$23.5M 200,913 -5,045 -2%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$23.5M 200,311 +3,754 +2%
WBG
33
Wharton Business Group
Pennsylvania
$22.9M 195,333 +24,506 +14%
DC
34
Davenport & Co
Virginia
$21.8M 186,193 +30,875 +20%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$21.4M 182,691 +106,917 +141%
Creative Planning
36
Creative Planning
Kansas
$21.3M 181,909 -20,101 -10%
WA
37
Waverly Advisors
Alabama
$20.6M 175,512 -318 -0.2%
KAS
38
Kestra Advisory Services
Texas
$20.3M 173,111 +29,084 +20%
Stifel Financial
39
Stifel Financial
Missouri
$20.2M 172,257 +6,176 +4%
VCS
40
Vaughan & Co Securities
New Jersey
$19.6M 167,532 +6,250 +4%
MYLI
41
Meiji Yasuda Life Insurance
Japan
$19.5M 166,097 – –
HWM
42
HB Wealth Management
Georgia
$18.9M 160,896 +353 +0.2%
Comerica Bank
43
Comerica Bank
Texas
$18.7M 159,974 -8,433 -5%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$18.6M 158,884 +5,520 +4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$18.4M 156,934 +530 +0.3%
SM
46
Sweeney & Michel
California
$17.7M 147,755 +6,019 +4%
Goldman Sachs
47
Goldman Sachs
New York
$16.8M 143,051 +39,372 +38%
ASN
48
Advisory Services Network
Georgia
$16.8M 141,620 +21,970 +18%
AAS
49
Avantax Advisory Services
Texas
$16.2M 138,386 +12,751 +10%
HighTower Advisors
50
HighTower Advisors
Illinois
$15.2M 129,401 +80 +0.1%
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