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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
CFS
501
Compass Financial Services
Iowa
$333K
T
502
Tableaux
Massachusetts
$331K
SPF
503
South Plains Financial
Texas
$329K
BWM
504
BCS Wealth Management
Tennessee
$328K
PAMG
505
Patton Albertson Miller Group
Tennessee
$325K
JWA
506
JFS Wealth Advisors
Pennsylvania
$321K
SIC
507
Sigma Investment Counselors
Michigan
$320K
SMC
508
Smith, Moore & Co
Missouri
$319K
HAS
509
HBW Advisory Services
California
$316K
KFP
510
KMG Fiduciary Partners
Ohio
$316K
GS
511
GWN Securities
Florida
$314K
FA
512
Fedenia Advisers
Wisconsin
$314K
CPRC
513
Consolidated Portfolio Review Corp
New York
$312K
FT
514
Fiduciary Trust
Massachusetts
$309K
FA
515
Fermata Advisors
California
$308K
WCM
516
WealthBridge Capital Management
Ohio
$307K
FPAS
517
Focus Partners Advisor Solutions
Missouri
$307K
ZBNA
518
Zions Bancorporation, National Association
Utah
$306K
EA
519
Everpar Advisors
Oklahoma
$306K
VPP
520
Vertex Planning Partners
Illinois
$304K
SF
521
Symphony Financial
Texas
$302K
HSA
522
HBK Sorce Advisory
Pennsylvania
$299K
HF
523
HRT Financial
New York
$299K
VAS
524
Vestmark Advisory Solutions
Massachusetts
$299K
FI
525
Financial Insights
Washington
$296K