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iShares Core High Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
776
Smithbridge Asset Management
Pennsylvania
-$231K -1,905 Closed
AIA
777
Armor Investment Advisors
North Carolina
-$222K -1,833 Closed
CFG
778
Clayton Financial Group
Missouri
-$209K -1,728 Closed
OWP
779
Obermeyer Wealth Partners
Colorado
-$208K -1,718 Closed
PP
780
PDS Planning
Ohio
-$203K -1,678 Closed
RWP
781
RWA Wealth Partners
Massachusetts
-$202K -1,666 Closed
APG
782
Abacus Planning Group
South Carolina
-$201K -1,661 Closed
AIM
783
Acropolis Investment Management
Missouri
-$173K -1,425 Closed
CA
784
Centerpoint Advisors
Massachusetts
-$121K -1,000 Closed
SIM
785
Synergy Investment Management
Florida
-$71.6K -591 Closed
PA
786
PSI Advisors
Florida
-$67.8K -560 Closed
QCG
787
Quadrant Capital Group
Ohio
-$60.6K -500 Closed
CWM
788
Compass Wealth Management
Connecticut
-$53.8K -444 Closed
AG
789
AmeriFlex Group
Nevada
-$52.4K -433 Closed
MFA
790
McClarren Financial Advisors
Pennsylvania
-$101K -340 Closed
NEWAS
791
N.E.W. Advisory Services
Wisconsin
-$9.93K -82 Closed
PBK
792
Peoples Bank (Kansas)
Kansas
-$7.99K -66 Closed
TIM
793
Tortoise Investment Management
New York
-$7.99K -66 Closed
FCAS
794
First Command Advisory Services
Texas
-$6.66K -55 Closed
TAM
795
Townsend Asset Management
North Carolina
-$4.65K -38 Closed
PSFG
796
Park Square Financial Group
Georgia
-$4.12K -34 Closed
SW
797
SVB Wealth
Massachusetts
-$1.58K -13 Closed
HCP
798
Hexagon Capital Partners
Arkansas
-$1.22K -10 Closed
GCS
799
Gordian Capital (Singapore)
Singapore
-$606 -5 Closed
NRG
800
Nemes Rush Group
Michigan
-$606 -5 Closed