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iShares Core High Dividend ETF

748 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 48 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 (-$273M)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
748
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
GSWM
626
Golden State Wealth Management
California
$166K
CT
627
Colonial Trust
South Carolina
$153K
SRCM
628
Signature Resources Capital Management
California
$147K
MCM
629
Manchester Capital Management
Vermont
$137K
RFA
630
Register Financial Advisors
Georgia
$131K
HI
631
Horizon Investments
North Carolina
$126K
Allspring Global Investments
632
Allspring Global Investments
North Carolina
$119K
NRC
633
New Republic Capital
North Carolina
$117K
CIAS
634
Capital Investment Advisory Services
North Carolina
$114K
CVM
635
Cheviot Value Management
California
$112K
MHR
636
Matthew Hamilton Rosenberg
$111K
BNP Paribas Financial Markets
637
BNP Paribas Financial Markets
France
$111K
LFG
638
Larson Financial Group
Missouri
$111K
BTI
639
Blue Trust Inc
Georgia
$110K
GWM
640
Grand Wealth Management
Michigan
$108K
CFO
641
CVA Family Office
Colorado
$104K
GWANC
642
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K
OFG
643
Oxford Financial Group
Indiana
$97.8K
HWA
644
HHM Wealth Advisors
Tennessee
$96.1K
CPG
645
Cornerstone Planning Group
New Jersey
$88.2K
AUB
646
Atlantic Union Bankshares
Virginia
$87.9K
FWM
647
FSA Wealth Management
Massachusetts
$87.4K
LI
648
LRI Investments
Florida
$84.4K
RIL
649
Rothschild Investment LLC
Illinois
$83.2K
NWM
650
Nova Wealth Management
Florida
$82.4K