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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 %
PWM
701
Parkworth Wealth Management
California
$19.5K – – –
SR
702
Syntax Research
Florida
$19.3K – – –
MSFP
703
Mark Sheptoff Financial Planning
Connecticut
$19.3K – – –
HDIM
704
Hanson & Doremus Investment Management
Vermont
$19K +$19K +164 New
GTAM
705
Global Trust Asset Management
Florida
$18.6K – – –
BMC
706
Bear Mountain Capital
Washington
$18.1K +$119 +1 +0.7%
GI
707
GAMMA Investing
California
$17.1K +$13.4K +114 +356%
BSB
708
Bangor Savings Bank
Maine
$16.2K – – –
CTC
709
Central Trust Company
Missouri
$15.6K -$19.3K -165 -55%
CAM
710
Clarity Asset Management
Iowa
$15.2K – – –
FFA
711
Founders Financial Alliance
North Carolina
$15K -$76.2K -650 -84%
BCWM
712
Bartlett & Co Wealth Management
Ohio
$13.6K – – –
EAM
713
Eukles Asset Management
Ohio
$13.2K – – –
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.1K – – –
OPTFSNA
715
Old Point Trust & Financial Services N A
Virginia
$12.8K – – –
POIA
716
Pin Oak Investment Advisors
Texas
$11K – – –
OAJ
717
Ogorek Anthony Joseph
New York
$10K – – –
BLC
718
Brown, Lisle/Cummings
Rhode Island
$9.73K – – –
Citigroup
719
Citigroup
New York
$9.37K -$298K -2,546 -97%
FRA
720
Front Row Advisors
California
$9.37K – – –
HBW
721
Hazlett, Burt & Watson
West Virginia
$9K -$25.6K -219 -74%
RFG
722
REAP Financial Group
Texas
$8.79K – – –
CIA
723
Cape Investment Advisory
Georgia
$7.85K – – –
PWA
724
Physician Wealth Advisors
Utah
$7.5K – – –
T
725
Transce3nd
Texas
$7.15K +$469 +4 +7%
27 28
29
30 31