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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 %
DAS
476
Dynamic Advisor Solutions
Arizona
$371K +$3.4K +29 +0.9%
WA
477
WBH Advisory
Maryland
$370K +$820 +7 +0.2%
NEPWA
478
New England Private Wealth Advisors
Massachusetts
$367K – – –
ICP
479
Interchange Capital Partners
Pennsylvania
$366K -$79.7K -680 -18%
TIAA Trust, National Association
480
TIAA Trust, National Association
North Carolina
$365K -$9.26K -79 -2%
VFPW
481
Vantage Financial Partners (Wisconsin)
Wisconsin
$361K +$2.23K +19 +0.6%
WA
482
Wealthstar Advisors
Texas
$360K -$452K -3,854 -56%
CPA
483
Cathy Pareto & Associates
Florida
$357K +$4.34K +37 +1%
C1AG
484
Client 1st Advisory Group
Florida
$356K -$13.8K -118 -4%
CNBTD
485
Citizens National Bank Trust Department
Mississippi
$354K – – –
CWP
486
CFM Wealth Partners
Texas
$353K +$7.15K +61 +2%
FCT
487
Family Capital Trust
Massachusetts
$352K – – –
BC
488
Barrett & Company
Rhode Island
$351K +$1.17K +10 +0.3%
CPSAC
489
Chas P. Smith & Associates (CPS)
Florida
$350K – – –
SWA
490
SFMG Wealth Advisors
Texas
$350K +$37.7K +322 +12%
MF
491
Midwestern Financial
Iowa
$347K +$347K +2,962 New
AWAG
492
ARS Wealth Advisors Group
Florida
$342K +$703 +6 +0.2%
GWP
493
Gen-Wealth Partners
Michigan
$340K – – –
MIC
494
Means Investment Company
Maine
$340K +$2.7K +23 +0.8%
BJL
495
Brighton Jones LLC
Washington
$338K -$18.7K -160 -5%
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$334K +$18.5K +158 +6%
CKAIS
497
Christensen King & Associates Investment Services
Washington
$333K -$276K -2,353 -45%
CFS
498
Compass Financial Services
Iowa
$333K – – –
T
499
Tableaux
Massachusetts
$331K +$331K +8,141 New
SPF
500
South Plains Financial
Texas
$329K +$30.5K +260 +10%
18 19
20
21 22