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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
CHAM
576
Clear Harbor Asset Management
Connecticut
$235K
CWA
577
Consilio Wealth Advisors
Washington
$235K
LWANC
578
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K
PFA
579
Pure Financial Advisors
California
$234K
KP
580
Kitching Partners
Pennsylvania
$233K
SIG
581
Stonegate Investment Group
Alabama
$232K
FA
582
Fiduciary Alliance
South Carolina
$230K
MSA
583
Marino Stram & Associates
Massachusetts
$228K
CA
584
Calton & Associates
Florida
$226K
BBHC
585
Brown Brothers Harriman & Co
New York
$226K
PWM
586
Pines Wealth Management
North Carolina
$224K
GWMR
587
GC Wealth Management RIA
Massachusetts
$223K
BFA
588
Beacon Financial Advisory
Ohio
$223K
RE
589
Rydar Equities
Texas
$219K
SAG
590
SageView Advisory Group
California
$219K
KFG
591
Kelly Financial Group
Connecticut
$218K
SLWA
592
San Luis Wealth Advisors
California
$218K
CT
593
Clearstead Trust
Maine
$217K
RIA
594
Realta Investment Advisors
Delaware
$216K
ITIM
595
Indiana Trust & Investment Management
Indiana
$216K
WGC
596
Watts Gwilliam & Co
Arizona
$214K
SWA
597
Strategies Wealth Advisors
Michigan
$213K
AF
598
Advisornet Financial
Minnesota
$212K
PWA
599
Phoenix Wealth Advisors
North Carolina
$212K
SWM
600
Salvus Wealth Management
New Jersey
$210K