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iShares Core High Dividend ETF
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Overview Fund Activity

743 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
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
9.96%
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 %
RFC
76
Regions Financial Corp
Alabama
$8.18M +$45.1K +385 +0.6%
ST
77
Smithfield Trust
Pennsylvania
$7.91M +$181K +1,547 +2%
GB
78
Gunma Bank
Japan
$7.62M -$1.17M -10,000 -13%
CFG
79
Citizens Financial Group
Rhode Island
$7.38M -$195K -1,660 -3%
Franklin Resources
80
Franklin Resources
California
$6.73M -$2.24M -19,116 -25%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$6.55M -$69.5K -593 -1%
LFAS
82
Level Four Advisory Services
Texas
$6.46M +$7.27K +62 +0.1%
SPC
83
Sigma Planning Corp
Michigan
$6.42M -$466K -3,973 -7%
CL
84
COWA LLC
Oklahoma
$6.37M -$469 -4 -0%
MA
85
MJP Associates
Connecticut
$6.32M +$369K +3,152 +6%
AO
86
Advisor OS
Illinois
$6.23M +$180K +1,535 +3%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$6M +$662K +5,647 +12%
GRP
88
Global Retirement Partners
California
$5.97M +$5.97M +50,922 New
MWM
89
Maltin Wealth Management
New Jersey
$5.96M +$614K +5,238 +11%
ONB
90
Old National Bancorp
Indiana
$5.91M -$27.1K -231 -0.5%
GPW
91
Gray Private Wealth
Massachusetts
$5.77M +$212K +1,811 +4%
SWP
92
Summit Wealth Partners
Florida
$5.7M +$602K +5,139 +12%
FHA
93
Flagship Harbor Advisors
Massachusetts
$5.6M +$4M +34,179 +251%
FFG
94
Foundry Financial Group
New Hampshire
$5.36M +$60.6K +517 +1%
SW
95
SteelPeak Wealth
California
$5.29M +$5.29M +45,119 New
MFG
96
Merit Financial Group
Georgia
$5.2M +$4.31M +36,766 +482%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$5.12M +$165K +1,406 +3%
JCM
98
Janney Capital Management
Pennsylvania
$5.08M -$30.9K -264 -0.6%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$5.04M -$2.31M -19,676 -31%
AWS
100
Atria Wealth Solutions
New York
$5.02M -$5.78M -48,592 -54%
2 3
4
5 6