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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
SB
526
Strategic Blueprint
Georgia
$296K
AL
527
Aspiriant LLC
California
$295K
NA
528
Note Advisors
New York
$294K
LWA
529
Lowe Wealth Advisors
Maryland
$294K
IA
530
Integrity Alliance
Iowa
$294K
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$292K
EWS
532
Evergreen Wealth Solutions
Pennsylvania
$291K
SSWM
533
Smith Salley Wealth Management
North Carolina
$290K
GEA
534
Glen Eagle Advisors
New Jersey
$290K
MC
535
McCarthy & Cox
Ohio
$285K
ESB
536
Essex Savings Bank
Connecticut
$284K
VWA
537
Visionary Wealth Advisors
Illinois
$283K
SFP
538
Shepherd Financial Partners
Massachusetts
$282K
HA
539
Huntleigh Advisors
Missouri
$281K
PWM
540
Perigon Wealth Management
California
$279K
EWM
541
Empirical Wealth Management
Washington
$279K
CW
542
CreativeOne Wealth
Kansas
$279K
WSFS
543
Wilmington Savings Fund Society
Delaware
$278K
SIS
544
Sound Income Strategies
Florida
$277K
BFG
545
Beacon Financial Group
Texas
$277K
DWM
546
Diversify Wealth Management
Utah
$276K
VCA
547
Verdence Capital Advisors
Maryland
$274K
PCIA
548
Prime Capital Investment Advisors
Kansas
$274K
CFCI
549
Comprehensive Financial Consultants Institutional
Indiana
$273K
TCOV
550
Trust Company of Vermont
Vermont
$271K