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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 %
AIA
601
AIMZ Investment Advisors
California
$209K +$1.17K +10 +0.6%
DWT
602
Dorsey & Whitney Trust
South Dakota
$208K +$208K +1,775 New
IAIM
603
International Assets Investment Management
Florida
$208K -$4.22K -36 -2%
AWM
604
Accel Wealth Management
Iowa
$207K +$11.7K +100 +6%
AA
605
Armis Advisers
Georgia
$207K +$207K +1,732 New
Financial Engines Advisors
606
Financial Engines Advisors
California
$207K – – –
WT
607
Whittier Trust
California
$206K +$937 +8 +0.5%
CAM
608
Covenant Asset Management
New Jersey
$206K – – –
WPP
609
Whalerock Point Partners
Rhode Island
$206K – – –
PWM
610
PBMares Wealth Management
Virginia
$204K -$18.2K -155 -8%
SVWG
611
Shared Vision Wealth Group
United States
$203K +$203K +1,720 New
VWA
612
Valued Wealth Advisors
Utah
$202K -$1.99K -17 -1%
BTWM
613
Baker Tilly Wealth Management
Wisconsin
$200K – – –
PAG
614
Paladin Advisory Group
Iowa
$194K +$60K +512 +45%
FHA
615
First Horizon Advisors
Tennessee
$187K -$2.46K -21 -1%
BWL
616
Bogart Wealth LLC
Virginia
$186K -$601K -5,132 -76%
AC
617
AlphaCore Capital
California
$180K +$64.7K +552 +56%
CF
618
Centaurus Financial
California
$175K +$2.92K +25 +2%
ACA
619
Aptus Capital Advisors
Alabama
$173K -$1.17K -10 -0.7%
MWA
620
Moser Wealth Advisors
Washington
$170K – – –
GSWM
621
Golden State Wealth Management
California
$166K +$1.99K +17 +1%
CT
622
Colonial Trust
South Carolina
$153K +$7.5K +64 +5%
SRCM
623
Signature Resources Capital Management
California
$147K – – –
MCM
624
Manchester Capital Management
Vermont
$137K – – –
RFA
625
Register Financial Advisors
Georgia
$131K -$1.64K -14 -1%
23 24
25
26 27