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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 %
GI
551
Gradient Investments
Minnesota
$265K – – –
MCA
552
Magnolia Capital Advisors
Mississippi
$265K -$73.1K -624 -22%
TCMP
553
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$264K +2,251 New
AWM
554
Apollon Wealth Management
South Carolina
$262K +$351 +3 +0.1%
RRA
555
Round Rock Advisors
Connecticut
$261K -$117 -1 -0%
WB
556
WesBanco Bank
West Virginia
$258K – – –
CWM
557
Chemistry Wealth Management
New York
$255K +$26.5K +226 +12%
PWP
558
Perfromance Wealth Partners
Illinois
$252K -$4.57K -39 -2%
TWP
559
Tyche Wealth Partners
Texas
$251K +$12.4K +106 +5%
BPAMU
560
BTG Pactual Asset Management US
New York
$249K -$142K -1,215 -36%
CWG
561
Cornerstone Wealth Group
North Carolina
$247K +$938 +8 +0.4%
NG
562
Novem Group
New York
$246K +$12.4K +106 +5%
MC
563
Moors & Cabot
Massachusetts
$245K – – –
UB
564
UMB Bank
Missouri
$244K – – –
SDWIA
565
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K +$15.7K +134 +7%
HFA
566
High Falls Advisors
New York
$241K +$703 +6 +0.3%
MG
567
Mather Group
Illinois
$241K – – –
MAMG
568
Milestone Asset Management Group
Connecticut
$239K +$937 +8 +0.4%
MFGM
569
Marshall Financial Group (Maryland)
Maryland
$239K +$1.31K +11 +0.6%
CIC
570
Carnegie Investment Counsel
Ohio
$238K +$238K +2,034 New
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$238K – – –
BIAS
572
Beacon Investment Advisory Services
New Jersey
$235K – – –
PGFC
573
Peapack-Gladstone Financial Corp
New Jersey
$235K – – –
CHAM
574
Clear Harbor Asset Management
Connecticut
$235K – – –
CWA
575
Consilio Wealth Advisors
Washington
$235K -$33.4K -286 -12%
21 22
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