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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
NSIM
651
North Star Investment Management
Illinois
$82K
ADL
652
Asset Dedication LLC
California
$81.4K
AIP
653
Ameritas Investment Partners
Nebraska
$79.7K
SIC
654
Salem Investment Counselors
North Carolina
$77.9K
TSMHT
655
Thurston Springer Miller Herd & Titak
Indiana
$77.8K
HCM
656
Hollencrest Capital Management
California
$76.2K
CWM
657
Centricity Wealth Management
Ohio
$72.9K
GBT
658
Grove Bank & Trust
Florida
$71.5K
AssetMark Inc
659
AssetMark Inc
California
$71K
GWS
660
Glassman Wealth Services
Virginia
$70.5K
KFI
661
Key Financial Inc
Pennsylvania
$67.1K
TFA
662
Toth Financial Advisory
Virginia
$66.3K
EB
663
Eastern Bank
Massachusetts
$63.9K
LWMI
664
Legacy Wealth Management (Idaho)
Idaho
$63.5K
LIS
665
Legacy Investment Solutions
Idaho
$63.5K
T
666
Tidemark
California
$62.6K
VWWMG
667
Vermillion & White Wealth Management Group
Pennsylvania
$62.1K
CFD
668
Creative Financial Designs
Indiana
$61.2K
MA
669
Montag & Associates
Georgia
$58.8K
RWS
670
Retirement Wealth Solutions
Wisconsin
$58.6K
CIA
671
Choate Investment Advisors
Massachusetts
$58.6K
CIR
672
Clear Investment Research
Georgia
$58.3K
FFO
673
Fortitude Family Office
Arizona
$57.4K
FCG
674
Financial Connections Group
California
$57K
TWD
675
True Wealth Design
Ohio
$56.5K