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iShares Core High Dividend ETF
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Overview Fund Activity

741 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, 277 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
9.94%
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
277
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 %
SC
751
Sykon Capital
New York
– -$8.97M -74,026 Closed
Renaissance Technologies
752
Renaissance Technologies
New York
– -$7.07M -58,400 Closed
BWA
753
Beam Wealth Advisors
Louisiana
– -$5.55M -45,845 Closed
Jane Street
754
Jane Street
New York
– -$4.99M -41,190 Closed
RCS
755
Retirement Capital Strategies
California
– -$4.02M -33,183 Closed
TC
756
TownSquare Capital
Utah
– -$2.76M -22,769 Closed
CWA
757
Clarus Wealth Advisors
Arizona
– -$1.72M -15,290 Closed
GS
758
GTS Securities
New York
– -$1.67M -13,808 Closed
Tudor Investment Corp
759
Tudor Investment Corp
Connecticut
– -$1.32M -10,883 Closed
PAS
760
Park Avenue Securities
New York
– -$1.27M -10,456 Closed
GVAG
761
Great Valley Advisor Group
Delaware
– -$1M -8,298 Closed
FCI
762
Financial Counselors Inc
Kansas
– -$734K -6,057 Closed
SFC
763
Strategic Financial Concepts
Texas
– -$703K -5,808 Closed
IC
764
Inscription Capital
Texas
– -$635K -5,764 Closed
QC
765
Quadrature Capital
United Kingdom
– -$587K -4,851 Closed
AFP
766
Alpha Financial Partners
Kentucky
– -$524K -4,327 Closed
FFA
767
Florida Financial Advisors
Florida
– -$522K -4,312 Closed
TVAMP
768
Tennessee Valley Asset Management Partners
Tennessee
– -$418K -3,448 Closed
LHC
769
Little House Capital
Massachusetts
– -$375K -3,100 Closed
AFO
770
Allie Family Office
Florida
– -$393K -3,050 Closed
WDC
771
Woodward Diversified Capital
California
– -$353K -2,915 Closed
NAM
772
NorthCrest Asset Manangement
Minnesota
– -$319K -2,636 Closed
Betterment LLC
773
Betterment LLC
New York
– -$301K -2,486 Closed
EWM
774
EPG Wealth Management
Georgia
– -$253K -2,086 Closed
HA
775
HC Advisors
Georgia
– -$242K -2,000 Closed
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