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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
AWS
101
Atria Wealth Solutions
New York
$5.02M
SG
102
StoneX Group
New York
$4.94M
FA
103
Forefront Analytics
Pennsylvania
$4.92M
PS
104
Principal Securities
Iowa
$4.9M
Citadel Advisors
105
Citadel Advisors
Florida
$4.68M
P
106
&Partners
Tennessee
$4.59M
CCG
107
Chatham Capital Group
Georgia
$4.5M
FF
108
Farrow Financial
Vermont
$4.49M
HFRG
109
Houlihan Financial Resource Group
Virginia
$4.48M
EFG
110
Embree Financial Group
Illinois
$4.47M
BOPW
111
Brandywine Oak Private Wealth
Pennsylvania
$4.41M
William Blair & Company
112
William Blair & Company
Illinois
$4.4M
SS
113
Sunbelt Securities
Texas
$4.37M
CAL
114
Capital Advisors Ltd
Ohio
$4.25M
SFWC
115
Strategic Family Wealth Counselors
New Jersey
$4.25M
EH
116
Equitable Holdings
New York
$4.24M
APWA
117
Atlas Private Wealth Advisors
New Jersey
$4.23M
Cerity Partners
118
Cerity Partners
New York
$4.07M
SDAM
119
Shulman DeMeo Asset Management
New York
$4M
JWCA
120
J.W. Cole Advisors
Florida
$3.92M
IWM
121
IHT Wealth Management
Illinois
$3.91M
JCM
122
J2 Capital Management
Michigan
$3.85M
CFA
123
Cahill Financial Advisors
Minnesota
$3.84M
BHBT
124
Burke & Herbert Bank & Trust
Virginia
$3.82M
WFM
125
Wolff Financial Management
Michigan
$3.77M