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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
VCM
601
Vision Capital Management
Oregon
$210K
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$210K
SAA
603
Southeast Asset Advisors
Georgia
$210K
CFP
604
Cascade Financial Partners
California
$209K
AIA
605
AIMZ Investment Advisors
California
$209K
DWT
606
Dorsey & Whitney Trust
South Dakota
$208K
IAIM
607
International Assets Investment Management
Florida
$208K
AWM
608
Accel Wealth Management
Iowa
$207K
AA
609
Armis Advisers
Georgia
$207K
Financial Engines Advisors
610
Financial Engines Advisors
California
$207K
WT
611
Whittier Trust
California
$206K
CAM
612
Covenant Asset Management
New Jersey
$206K
WPP
613
Whalerock Point Partners
Rhode Island
$206K
PWM
614
PBMares Wealth Management
Virginia
$204K
SVWG
615
Shared Vision Wealth Group
United States
$203K
VWA
616
Valued Wealth Advisors
Utah
$202K
BTWM
617
Baker Tilly Wealth Management
Wisconsin
$200K
PAG
618
Paladin Advisory Group
Iowa
$194K
FHA
619
First Horizon Advisors
Tennessee
$187K
BWL
620
Bogart Wealth LLC
Virginia
$186K
AC
621
AlphaCore Capital
California
$180K
CF
622
Centaurus Financial
California
$175K
ACA
623
Aptus Capital Advisors
Alabama
$173K
MWA
624
Moser Wealth Advisors
Washington
$170K
GSWM
625
Golden State Wealth Management
California
$166K