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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
SC
676
Stephens Consulting
Michigan
$55.5K
TF
677
Tompkins Financial
New York
$52.7K
HAP
678
Harbor Asset Planning
Massachusetts
$51K
FCT
679
First Community Trust
Iowa
$51K
GCM
680
Gables Capital Management
Florida
$48.6K
WIM
681
Westside Investment Management
California
$47.6K
VWM
682
Vermillion Wealth Management
Minnesota
$47.3K
YP
683
YANKCOM Partnership
South Dakota
$47K
MWM
684
MGB Wealth Management
Texas
$46.9K
CWIG
685
Chung Wu Investment Group
Texas
$46.9K
RF
686
Roxbury Financial
New Jersey
$41.5K
EWA
687
EQ Wealth Advisors
Texas
$38.4K
EWA
688
EverSource Wealth Advisors
Alabama
$38.2K
AWM
689
AllSquare Wealth Management
New York
$37.8K
BCV
690
Banque Cantonale Vaudoise
Switzerland
$37K
CTA
691
Colonial Trust Advisors
South Carolina
$36.7K
AT
692
Avalon Trust
New Mexico
$35.2K
FMP
693
Financial Management Professionals
Texas
$31.5K
CFB
694
Cullen/Frost Bankers
Texas
$31K
Russell Investments Group
695
Russell Investments Group
United Kingdom
$30.8K
PB
696
Pinnacle Bancorp
Nebraska
$29.3K
BAM
697
Bellevue Asset Management
Washington
$29.3K
CHC
698
City Holding Co
West Virginia
$26.4K
HNB
699
Huntington National Bank
Ohio
$26.2K
MLA
700
MB, Levis & Associates
Pennsylvania
$26.1K