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