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