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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
ADL
651
Asset Dedication LLC
California
$81.4K
AIP
652
Ameritas Investment Partners
Nebraska
$79.7K
SIC
653
Salem Investment Counselors
North Carolina
$77.9K
TSMHT
654
Thurston Springer Miller Herd & Titak
Indiana
$77.8K
HCM
655
Hollencrest Capital Management
California
$76.2K
CWM
656
Centricity Wealth Management
Ohio
$72.9K
GBT
657
Grove Bank & Trust
Florida
$71.5K
AssetMark Inc
658
AssetMark Inc
California
$71K
GWS
659
Glassman Wealth Services
Virginia
$70.5K
KFI
660
Key Financial Inc
Pennsylvania
$67.1K
TFA
661
Toth Financial Advisory
Virginia
$66.3K
EB
662
Eastern Bank
Massachusetts
$63.9K
LWMI
663
Legacy Wealth Management (Idaho)
Idaho
$63.5K
LIS
664
Legacy Investment Solutions
Idaho
$63.5K
T
665
Tidemark
California
$62.6K
VWWMG
666
Vermillion & White Wealth Management Group
Pennsylvania
$62.1K
CFD
667
Creative Financial Designs
Indiana
$61.2K
MA
668
Montag & Associates
Georgia
$58.8K
RWS
669
Retirement Wealth Solutions
Wisconsin
$58.6K
CIA
670
Choate Investment Advisors
Massachusetts
$58.6K
CIR
671
Clear Investment Research
Georgia
$58.3K
FFO
672
Fortitude Family Office
Arizona
$57.4K
FCG
673
Financial Connections Group
California
$57K
TWD
674
True Wealth Design
Ohio
$56.5K
MSWA
675
Marshall & Sterling Wealth Advisors
New York
$56K