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