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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 %
BWM
501
BCS Wealth Management
Tennessee
$328K -$14.6K -125 -4%
PAMG
502
Patton Albertson Miller Group
Tennessee
$325K -$511K -4,358 -61%
JWA
503
JFS Wealth Advisors
Pennsylvania
$321K +$2.46K +21 +0.8%
SIC
504
Sigma Investment Counselors
Michigan
$320K +$21.1K +180 +7%
SMC
505
Smith, Moore & Co
Missouri
$319K -$77.4K -661 -20%
HAS
506
HBW Advisory Services
California
$316K +$117 +1 +0%
KFP
507
KMG Fiduciary Partners
Ohio
$316K -$15.5K -132 -5%
GS
508
GWN Securities
Florida
$314K -$267K -2,267 -46%
FA
509
Fedenia Advisers
Wisconsin
$314K – – –
CPRC
510
Consolidated Portfolio Review Corp
New York
$312K +$21.7K +185 +7%
FT
511
Fiduciary Trust
Massachusetts
$309K -$322K -2,750 -51%
FA
512
Fermata Advisors
California
$308K – – –
WCM
513
WealthBridge Capital Management
Ohio
$307K +$703 +6 +0.2%
FPAS
514
Focus Partners Advisor Solutions
Missouri
$307K +$63.4K +541 +26%
ZBNA
515
Zions Bancorporation, National Association
Utah
$306K – – –
EA
516
Everpar Advisors
Oklahoma
$306K +$88.3K +754 +41%
VPP
517
Vertex Planning Partners
Illinois
$304K -$9.96K -85 -3%
SF
518
Symphony Financial
Texas
$302K +$302K +2,539 New
HSA
519
HBK Sorce Advisory
Pennsylvania
$299K -$9.49K -81 -3%
HF
520
HRT Financial
New York
$299K -$1.47M -12,569 -83%
VAS
521
Vestmark Advisory Solutions
Massachusetts
$299K -$50.1K -428 -14%
FI
522
Financial Insights
Washington
$296K – – –
SB
523
Strategic Blueprint
Georgia
$296K +$36.8K +314 +14%
AL
524
Aspiriant LLC
California
$295K – – –
NA
525
Note Advisors
New York
$294K -$2.7K -23 -0.9%
19 20
21
22 23