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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 %
S
726
SignatureFD
Georgia
$7.13K -$15.7K -134 -69%
RBC
727
Roble Belko & Company
Pennsylvania
$7K – – –
VCM
728
Versant Capital Management
Arizona
$6.8K – – –
AF
729
Aviso Financial
Ontario, Canada
$6.1K – – –
EDRH
730
Edmond de Rothschild Holding
Switzerland
$5.16K – – –
HT
731
Headlands Technologies
Illinois
$4.69K -$40.2K -343 -90%
PGAM
732
Princeton Global Asset Management
New Jersey
$3.75K – – –
CAM
733
Costello Asset Management
Pennsylvania
$3.64K – – –
BWM
734
Bernard Wealth Management
Michigan
$3.05K – – –
AW
735
Avion Wealth
Texas
$3K -$2.72K -29 -48%
PCA
736
Providence Capital Advisors
North Carolina
$2.58K +$2.58K +22 New
GC
737
Gould Capital
Washington
$2.11K – – –
RMC
738
Resources Management Corp
Connecticut
$2K – – –
KHC
739
Koesten Hirschmann & Crabtree
Kansas
$1.95K +$1.95K +17 New
MHIP
740
Mountain Hill Investment Partners
New Jersey
$1.88K – – –
DSC
741
Duncker Streett & Co
Missouri
$1.64K – – –
KGP
742
Keystone Global Partners
Colorado
$1.29K +$1.29K +11 New
HC
743
Hurley Capital
New York
$607 – – –
PWAM
744
Private Wealth Asset Management
Iowa
$234 +$234 +2 New
NC
745
NewSquare Capital
Pennsylvania
$13 -$14 – –
CMA
746
Cedar Mountain Advisors
Oregon
$2 -$2 – –
CA
747
CSM Advisors
Pennsylvania
– -$55.9M -461,800 Closed
PCM
748
Piedmont Capital Management
Montana
– -$36.1M -333,398 Closed
PP
749
Prudential plc
United Kingdom
– -$27.3M -225,400 Closed
AIA
750
Angeles Investment Advisors
California
– -$19.9M -164,000 Closed
28 29
30
31 32