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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 %
SG
101
StoneX Group
New York
$4.94M -$83.3K -711 -2%
FA
102
Forefront Analytics
Pennsylvania
$4.92M -$130K -1,112 -3%
PS
103
Principal Securities
Iowa
$4.9M +$1.54M +13,168 +46%
Citadel Advisors
104
Citadel Advisors
Florida
$4.68M +$4.27M +36,432 +1,043%
P
105
&Partners
Tennessee
$4.59M +$993K +8,474 +28%
CCG
106
Chatham Capital Group
Georgia
$4.5M +$158K +1,350 +4%
FF
107
Farrow Financial
Vermont
$4.49M -$55.8K -476 -1%
HFRG
108
Houlihan Financial Resource Group
Virginia
$4.48M -$43.4K -369 -1%
EFG
109
Embree Financial Group
Illinois
$4.47M -$90.3K -771 -2%
BOPW
110
Brandywine Oak Private Wealth
Pennsylvania
$4.41M +$81.4K +695 +2%
William Blair & Company
111
William Blair & Company
Illinois
$4.4M -$53.7K -458 -1%
SS
112
Sunbelt Securities
Texas
$4.37M -$649K -5,777 -13%
CAL
113
Capital Advisors Ltd
Ohio
$4.25M +$192K +1,641 +5%
SFWC
114
Strategic Family Wealth Counselors
New Jersey
$4.25M +$184K +1,567 +5%
EH
115
Equitable Holdings
New York
$4.24M +$86K +734 +2%
APWA
116
Atlas Private Wealth Advisors
New Jersey
$4.23M +$51.6K +440 +1%
Cerity Partners
117
Cerity Partners
New York
$4.07M -$2.73M -23,303 -40%
SDAM
118
Shulman DeMeo Asset Management
New York
$4M -$10.3K -88 -0.3%
JWCA
119
J.W. Cole Advisors
Florida
$3.92M +$773K +6,593 +25%
IWM
120
IHT Wealth Management
Illinois
$3.91M -$140K -1,198 -3%
JCM
121
J2 Capital Management
Michigan
$3.85M +$1.08M +9,214 +39%
CFA
122
Cahill Financial Advisors
Minnesota
$3.84M -$2.23K -19 -0.1%
BHBT
123
Burke & Herbert Bank & Trust
Virginia
$3.82M +$65K +555 +2%
WFM
124
Wolff Financial Management
Michigan
$3.77M -$50.4K -430 -1%
JFG
125
Jefferies Financial Group
New York
$3.77M -$79.7K -680 -2%
3 4
5
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