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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
CRFG
51
Columbia River Financial Group
Washington
$13.8M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$12.4M
CAWM
53
Capital Advisors Wealth Management
Washington
$12.2M
LF
54
Lantz Financial
Illinois
$12M
PAG
55
Private Advisor Group
New Jersey
$11.9M
KFA
56
Kapstone Financial Advisors
Ohio
$11.7M
GL
57
Graypoint LLC
New York
$11.6M
GSIS
58
Global Strategic Investment Solutions
Arizona
$11M
WANY
59
Wealthspire Advisors (New York)
New York
$10.8M
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$10.8M
AI
61
Atria Investments
North Carolina
$10.6M
NAM
62
NTV Asset Management
West Virginia
$10.6M
BCI
63
Brinker Capital Investments
Pennsylvania
$10.5M
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$10.4M
GIM
65
Glenmede Investment Management
Pennsylvania
$10M
HCP
66
Holt Capital Partners
Texas
$10M
FWP
67
FAS Wealth Partners
Kansas
$9.82M
BFA
68
Beaumont Financial Advisors
Massachusetts
$9.36M
GFA
69
Gallagher Fiduciary Advisors
Illinois
$8.96M
Lido Advisors
70
Lido Advisors
California
$8.96M
PA
71
PFG Advisors
Arizona
$8.89M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$8.63M
BWM
73
Base Wealth Management
Florida
$8.59M
CC
74
Courier Capital
New York
$8.53M
FP
75
Financial Perspectives
Minnesota
$8.42M