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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
NAS
476
NWF Advisory Services
California
$374K
SIAM
477
Sterling Investment Advisors (Missouri)
Missouri
$373K
WTA
478
Washington Trust Advisors
Massachusetts
$373K
DAS
479
Dynamic Advisor Solutions
Arizona
$371K
WA
480
WBH Advisory
Maryland
$370K
NEPWA
481
New England Private Wealth Advisors
Massachusetts
$367K
ICP
482
Interchange Capital Partners
Pennsylvania
$366K
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$365K
VFPW
484
Vantage Financial Partners (Wisconsin)
Wisconsin
$361K
WA
485
Wealthstar Advisors
Texas
$360K
CPA
486
Cathy Pareto & Associates
Florida
$357K
C1AG
487
Client 1st Advisory Group
Florida
$356K
CNBTD
488
Citizens National Bank Trust Department
Mississippi
$354K
CWP
489
CFM Wealth Partners
Texas
$353K
FCT
490
Family Capital Trust
Massachusetts
$352K
BC
491
Barrett & Company
Rhode Island
$351K
CPSAC
492
Chas P. Smith & Associates (CPS)
Florida
$350K
SWA
493
SFMG Wealth Advisors
Texas
$350K
MF
494
Midwestern Financial
Iowa
$347K
AWAG
495
ARS Wealth Advisors Group
Florida
$342K
GWP
496
Gen-Wealth Partners
Michigan
$340K
MIC
497
Means Investment Company
Maine
$340K
BJL
498
Brighton Jones LLC
Washington
$338K
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$334K
CKAIS
500
Christensen King & Associates Investment Services
Washington
$333K