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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
MSWA
676
Marshall & Sterling Wealth Advisors
New York
$56K
SC
677
Stephens Consulting
Michigan
$55.5K
TF
678
Tompkins Financial
New York
$52.7K
HAP
679
Harbor Asset Planning
Massachusetts
$51K
FCT
680
First Community Trust
Iowa
$51K
GCM
681
Gables Capital Management
Florida
$48.6K
WIM
682
Westside Investment Management
California
$47.6K
VWM
683
Vermillion Wealth Management
Minnesota
$47.3K
YP
684
YANKCOM Partnership
South Dakota
$47K
MWM
685
MGB Wealth Management
Texas
$46.9K
CWIG
686
Chung Wu Investment Group
Texas
$46.9K
RF
687
Roxbury Financial
New Jersey
$41.5K
EWA
688
EQ Wealth Advisors
Texas
$38.4K
EWA
689
EverSource Wealth Advisors
Alabama
$38.2K
AWM
690
AllSquare Wealth Management
New York
$37.8K
BCV
691
Banque Cantonale Vaudoise
Switzerland
$37K
CTA
692
Colonial Trust Advisors
South Carolina
$36.7K
AT
693
Avalon Trust
New Mexico
$35.2K
FMP
694
Financial Management Professionals
Texas
$31.5K
CFB
695
Cullen/Frost Bankers
Texas
$31K
Russell Investments Group
696
Russell Investments Group
United Kingdom
$30.8K
PB
697
Pinnacle Bancorp
Nebraska
$29.3K
BAM
698
Bellevue Asset Management
Washington
$29.3K
CHC
699
City Holding Co
West Virginia
$26.4K
HNB
700
Huntington National Bank
Ohio
$26.2K