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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
VR
551
Valued Retirements
Texas
$269K
TFS
552
Thoroughbred Financial Services
Tennessee
$268K
CSP
553
Cary Street Partners
Virginia
$267K
GI
554
Gradient Investments
Minnesota
$265K
MCA
555
Magnolia Capital Advisors
Mississippi
$265K
TCMP
556
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K
AWM
557
Apollon Wealth Management
South Carolina
$262K
RRA
558
Round Rock Advisors
Connecticut
$261K
WB
559
WesBanco Bank
West Virginia
$258K
CWM
560
Chemistry Wealth Management
New York
$255K
PWP
561
Perfromance Wealth Partners
Illinois
$252K
TWP
562
Tyche Wealth Partners
Texas
$251K
BPAMU
563
BTG Pactual Asset Management US
New York
$249K
CWG
564
Cornerstone Wealth Group
North Carolina
$247K
NG
565
Novem Group
New York
$246K
MC
566
Moors & Cabot
Massachusetts
$245K
UB
567
UMB Bank
Missouri
$244K
SDWIA
568
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K
HFA
569
High Falls Advisors
New York
$241K
MG
570
Mather Group
Illinois
$241K
MAMG
571
Milestone Asset Management Group
Connecticut
$239K
MFGM
572
Marshall Financial Group (Maryland)
Maryland
$239K
CIC
573
Carnegie Investment Counsel
Ohio
$238K
JHCP
574
Jackson Hole Capital Partners
Oklahoma
$238K
BIAS
575
Beacon Investment Advisory Services
New Jersey
$235K