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iShares Core High Dividend ETF
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Overview Fund Activity

743 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
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
9.96%
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 %
CRFG
51
Columbia River Financial Group
Washington
$13.8M +$808K +6,788 +6%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$12.4M -$216K -1,846 -2%
CAWM
53
Capital Advisors Wealth Management
Washington
$12.2M +$10.8M +92,273 +782%
LF
54
Lantz Financial
Illinois
$12M +$239K +2,036 +2%
PAG
55
Private Advisor Group
New Jersey
$11.9M -$1.64K -14 -0%
KFA
56
Kapstone Financial Advisors
Ohio
$11.7M -$366K -3,126 -3%
GL
57
Graypoint LLC
New York
$11.6M +$691K +5,895 +6%
GSIS
58
Global Strategic Investment Solutions
Arizona
$11M -$279K -2,379 -2%
WANY
59
Wealthspire Advisors (New York)
New York
$10.8M +$289K +2,470 +3%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$10.8M -$62.2K -531 -0.6%
AI
61
Atria Investments
North Carolina
$10.6M -$148K -1,267 -1%
NAM
62
NTV Asset Management
West Virginia
$10.6M +$205K +1,751 +2%
BCI
63
Brinker Capital Investments
Pennsylvania
$10.5M -$352K -3,003 -3%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$10.4M -$20K -171 -0.2%
GIM
65
Glenmede Investment Management
Pennsylvania
$10M +$10M +85,731 New
HCP
66
Holt Capital Partners
Texas
$10M -$5.59M -47,750 -36%
FWP
67
FAS Wealth Partners
Kansas
$9.82M +$52.4K +447 +0.5%
BFA
68
Beaumont Financial Advisors
Massachusetts
$9.36M -$15.8K -135 -0.2%
GFA
69
Gallagher Fiduciary Advisors
Illinois
$8.96M -$24.3K -207 -0.3%
Lido Advisors
70
Lido Advisors
California
$8.96M +$265K +2,258 +3%
PA
71
PFG Advisors
Arizona
$8.89M +$1.52M +12,969 +21%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$8.63M +$7.29M +62,189 +541%
CC
73
Courier Capital
New York
$8.53M +$1.34M +11,433 +19%
FP
74
Financial Perspectives
Minnesota
$8.42M +$138K +1,180 +2%
IA
75
IFP Advisors
Florida
$8.3M -$99.9K -853 -1%
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3
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