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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
CT
626
Colonial Trust
South Carolina
$153K
SRCM
627
Signature Resources Capital Management
California
$147K
MCM
628
Manchester Capital Management
Vermont
$137K
RFA
629
Register Financial Advisors
Georgia
$131K
HI
630
Horizon Investments
North Carolina
$126K
Allspring Global Investments
631
Allspring Global Investments
North Carolina
$119K
NRC
632
New Republic Capital
North Carolina
$117K
CIAS
633
Capital Investment Advisory Services
North Carolina
$114K
CVM
634
Cheviot Value Management
California
$112K
MHR
635
Matthew Hamilton Rosenberg
$111K
BNP Paribas Financial Markets
636
BNP Paribas Financial Markets
France
$111K
LFG
637
Larson Financial Group
Missouri
$111K
BTI
638
Blue Trust Inc
Georgia
$110K
GWM
639
Grand Wealth Management
Michigan
$108K
CFO
640
CVA Family Office
Colorado
$104K
GWANC
641
Guardian Wealth Advisors (North Carolina)
North Carolina
$103K
OFG
642
Oxford Financial Group
Indiana
$97.8K
HWA
643
HHM Wealth Advisors
Tennessee
$96.1K
CPG
644
Cornerstone Planning Group
New Jersey
$88.2K
AUB
645
Atlantic Union Bankshares
Virginia
$87.9K
FWM
646
FSA Wealth Management
Massachusetts
$87.4K
LI
647
LRI Investments
Florida
$84.4K
RIL
648
Rothschild Investment LLC
Illinois
$83.2K
NWM
649
Nova Wealth Management
Florida
$82.4K
NSIM
650
North Star Investment Management
Illinois
$82K