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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 %
HCM
651
Hollencrest Capital Management
California
$76.2K – – –
CWM
652
Centricity Wealth Management
Ohio
$72.9K – – –
GBT
653
Grove Bank & Trust
Florida
$71.5K – – –
AssetMark Inc
654
AssetMark Inc
California
$71K -$2.81K -24 -4%
GWS
655
Glassman Wealth Services
Virginia
$70.5K +$585 +5 +0.8%
KFI
656
Key Financial Inc
Pennsylvania
$67.1K – – –
TFA
657
Toth Financial Advisory
Virginia
$66.3K +$66.3K +566 New
EB
658
Eastern Bank
Massachusetts
$63.9K – – –
LWMI
659
Legacy Wealth Management (Idaho)
Idaho
$63.5K – – –
LIS
660
Legacy Investment Solutions
Idaho
$63.5K +$63.5K +542 New
T
661
Tidemark
California
$62.6K – – –
VWWMG
662
Vermillion & White Wealth Management Group
Pennsylvania
$62.1K – – –
CFD
663
Creative Financial Designs
Indiana
$61.2K -$3.4K -29 -5%
MA
664
Montag & Associates
Georgia
$58.8K – – –
RWS
665
Retirement Wealth Solutions
Wisconsin
$58.6K +$58.5K +500 +50,000%
CIA
666
Choate Investment Advisors
Massachusetts
$58.6K +$58.6K +500 New
CIR
667
Clear Investment Research
Georgia
$58.3K -$3.99K -34 -6%
FFO
668
Fortitude Family Office
Arizona
$57.4K – – –
FCG
669
Financial Connections Group
California
$57K – – –
TWD
670
True Wealth Design
Ohio
$56.5K -$10.5K -90 -16%
MSWA
671
Marshall & Sterling Wealth Advisors
New York
$56K +$469 +4 +0.8%
SC
672
Stephens Consulting
Michigan
$55.5K – – –
TF
673
Tompkins Financial
New York
$52.7K – – –
HAP
674
Harbor Asset Planning
Massachusetts
$51K +$51K +435 New
FCT
675
First Community Trust
Iowa
$51K – – –
25 26
27
28 29