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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 %
LWA
526
Lowe Wealth Advisors
Maryland
$294K – – –
IA
527
Integrity Alliance
Iowa
$294K -$533K -4,551 -64%
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$292K -$5.86K -50 -2%
EWS
529
Evergreen Wealth Solutions
Pennsylvania
$291K +$13.5K +115 +5%
SSWM
530
Smith Salley Wealth Management
North Carolina
$290K – – –
GEA
531
Glen Eagle Advisors
New Jersey
$290K – – –
MC
532
McCarthy & Cox
Ohio
$285K – – –
ESB
533
Essex Savings Bank
Connecticut
$284K – – –
VWA
534
Visionary Wealth Advisors
Illinois
$283K +$39.6K +338 +16%
SFP
535
Shepherd Financial Partners
Massachusetts
$282K +$282K +2,408 New
HA
536
Huntleigh Advisors
Missouri
$281K +$6.21K +53 +2%
PWM
537
Perigon Wealth Management
California
$279K +$51.6K +440 +23%
EWM
538
Empirical Wealth Management
Washington
$279K – – –
CW
539
CreativeOne Wealth
Kansas
$279K -$13.5K -115 -5%
WSFS
540
Wilmington Savings Fund Society
Delaware
$278K -$1.76K -15 -0.6%
SIS
541
Sound Income Strategies
Florida
$277K +$203K +1,737 +277%
BFG
542
Beacon Financial Group
Texas
$277K +$53.9K +460 +24%
DWM
543
Diversify Wealth Management
Utah
$276K +$276K +2,291 New
VCA
544
Verdence Capital Advisors
Maryland
$274K +$16.5K +141 +6%
PCIA
545
Prime Capital Investment Advisors
Kansas
$274K -$614K -5,243 -69%
CFCI
546
Comprehensive Financial Consultants Institutional
Indiana
$273K -$286K -2,440 -51%
TCOV
547
Trust Company of Vermont
Vermont
$271K +$50.5K +431 +23%
VR
548
Valued Retirements
Texas
$269K +$469 +4 +0.2%
TFS
549
Thoroughbred Financial Services
Tennessee
$268K -$60K -513 -18%
CSP
550
Cary Street Partners
Virginia
$267K +$267K +2,278 New
20 21
22
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