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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 %
HI
626
Horizon Investments
North Carolina
$126K -$56.7K -484 -31%
Allspring Global Investments
627
Allspring Global Investments
North Carolina
$119K +$119K +1,000 New
NRC
628
New Republic Capital
North Carolina
$117K – – –
CIAS
629
Capital Investment Advisory Services
North Carolina
$114K +$351 +3 +0.3%
CVM
630
Cheviot Value Management
California
$112K – – –
MHR
631
Matthew Hamilton Rosenberg
$111K – – –
BNP Paribas Financial Markets
632
BNP Paribas Financial Markets
France
$111K -$1.04M -8,857 -90%
LFG
633
Larson Financial Group
Missouri
$111K – – –
BTI
634
Blue Trust Inc
Georgia
$110K +$106K +903 +2,580%
GWM
635
Grand Wealth Management
Michigan
$108K – – –
CFO
636
CVA Family Office
Colorado
$104K – – –
GWANC
637
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K – – –
OFG
638
Oxford Financial Group
Indiana
$97.8K -$82K -700 -46%
HWA
639
HHM Wealth Advisors
Tennessee
$96.1K – – –
CPG
640
Cornerstone Planning Group
New Jersey
$88.2K -$2.27K -19 -3%
AUB
641
Atlantic Union Bankshares
Virginia
$87.9K +$87.9K +750 New
FWM
642
FSA Wealth Management
Massachusetts
$87.4K +$57.2K +584 +189%
LI
643
LRI Investments
Florida
$84.4K – – –
RIL
644
Rothschild Investment LLC
Illinois
$83.2K – – –
NWM
645
Nova Wealth Management
Florida
$82.4K +$586 +5 +0.7%
NSIM
646
North Star Investment Management
Illinois
$82K – – –
ADL
647
Asset Dedication LLC
California
$81.4K +$79.7K +680 +4,533%
AIP
648
Ameritas Investment Partners
Nebraska
$79.7K -$2.93K -25 -4%
SIC
649
Salem Investment Counselors
North Carolina
$77.9K – – –
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$77.8K +$235 +2 +0.3%
24 25
26
27 28