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iShares Core High Dividend ETF

748 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 48 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 (-$273M)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
748
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
LHC
776
Little House Capital
Massachusetts
AFO
777
Allie Family Office
Florida
WDC
778
Woodward Diversified Capital
California
NAM
779
NorthCrest Asset Manangement
Minnesota
Betterment LLC
780
Betterment LLC
New York
EWM
781
EPG Wealth Management
Georgia
HA
782
HC Advisors
Georgia
SAM
783
Smithbridge Asset Management
Pennsylvania
AIA
784
Armor Investment Advisors
North Carolina
CFG
785
Clayton Financial Group
Missouri
OWP
786
Obermeyer Wealth Partners
Colorado
PP
787
PDS Planning
Ohio
RWP
788
RWA Wealth Partners
Massachusetts
APG
789
Abacus Planning Group
South Carolina
AIM
790
Acropolis Investment Management
Missouri
CA
791
Centerpoint Advisors
Massachusetts
SIM
792
Synergy Investment Management
Florida
PA
793
PSI Advisors
Florida
QCG
794
Quadrant Capital Group
Ohio
CWM
795
Compass Wealth Management
Connecticut
AG
796
AmeriFlex Group
Nevada
MFA
797
McClarren Financial Advisors
Pennsylvania
NEWAS
798
N.E.W. Advisory Services
Wisconsin
TIM
799
Tortoise Investment Management
New York
PBK
800
Peoples Bank (Kansas)
Kansas