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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 %
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K +$232K +27,184 +11,617%
PFA
577
Pure Financial Advisors
California
$234K +$234K +1,993 New
KP
578
Kitching Partners
Pennsylvania
$233K -$83.2K -710 -26%
SIG
579
Stonegate Investment Group
Alabama
$232K – – –
FA
580
Fiduciary Alliance
South Carolina
$230K +$230K +1,962 New
MSA
581
Marino Stram & Associates
Massachusetts
$228K -$4.8K -41 -2%
CA
582
Calton & Associates
Florida
$226K -$22.6K -193 -9%
BBHC
583
Brown Brothers Harriman & Co
New York
$226K -$586 -5 -0.3%
PWM
584
Pines Wealth Management
North Carolina
$224K +$224K +1,882 New
GWMR
585
GC Wealth Management RIA
Massachusetts
$223K – – –
BFA
586
Beacon Financial Advisory
Ohio
$223K +$14.4K +123 +7%
SAG
587
SageView Advisory Group
California
$219K – – –
KFG
588
Kelly Financial Group
Connecticut
$218K -$122K -1,042 -36%
SLWA
589
San Luis Wealth Advisors
California
$218K +$1.64K +14 +0.8%
CT
590
Clearstead Trust
Maine
$217K +$1.76K +15 +0.8%
RIA
591
Realta Investment Advisors
Delaware
$216K -$19.8K -169 -8%
ITIM
592
Indiana Trust & Investment Management
Indiana
$216K – – –
SWA
593
Strategies Wealth Advisors
Michigan
$213K – – –
AF
594
Advisornet Financial
Minnesota
$212K +$23.1K +197 +12%
PWA
595
Phoenix Wealth Advisors
North Carolina
$212K -$3M -25,596 -93%
SWM
596
Salvus Wealth Management
New Jersey
$210K – – –
VCM
597
Vision Capital Management
Oregon
$210K +$210K +1,791 New
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$210K -$11.2K -96 -5%
SAA
599
Southeast Asset Advisors
Georgia
$210K – – –
CFP
600
Cascade Financial Partners
California
$209K – – –
22 23
24
25 26