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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
AL
526
Aspiriant LLC
California
$295K
NA
527
Note Advisors
New York
$294K
LWA
528
Lowe Wealth Advisors
Maryland
$294K
IA
529
Integrity Alliance
Iowa
$294K
PWMAG
530
Pinnacle Wealth Management Advisory Group
New Jersey
$292K
EWS
531
Evergreen Wealth Solutions
Pennsylvania
$291K
SSWM
532
Smith Salley Wealth Management
North Carolina
$290K
GEA
533
Glen Eagle Advisors
New Jersey
$290K
MC
534
McCarthy & Cox
Ohio
$285K
ESB
535
Essex Savings Bank
Connecticut
$284K
VWA
536
Visionary Wealth Advisors
Illinois
$283K
SFP
537
Shepherd Financial Partners
Massachusetts
$282K
HA
538
Huntleigh Advisors
Missouri
$281K
PWM
539
Perigon Wealth Management
California
$279K
EWM
540
Empirical Wealth Management
Washington
$279K
CW
541
CreativeOne Wealth
Kansas
$279K
WSFS
542
Wilmington Savings Fund Society
Delaware
$278K
SIS
543
Sound Income Strategies
Florida
$277K
BFG
544
Beacon Financial Group
Texas
$277K
DWM
545
Diversify Wealth Management
Utah
$276K
VCA
546
Verdence Capital Advisors
Maryland
$274K
PCIA
547
Prime Capital Investment Advisors
Kansas
$274K
CFCI
548
Comprehensive Financial Consultants Institutional
Indiana
$273K
TCOV
549
Trust Company of Vermont
Vermont
$271K
VR
550
Valued Retirements
Texas
$269K