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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 %
AF
126
Allworth Financial
California
$3.64M -$65.3K -557 -2%
AFTS
127
American Financial & Tax Strategies
New York
$3.61M +$81.4K +695 +2%
NA
128
NewEdge Advisors
Louisiana
$3.56M +$346K +2,954 +11%
KFP
129
Keystone Financial Planning
Ohio
$3.53M -$117K -998 -3%
CWM
130
Connecticut Wealth Management
Connecticut
$3.5M +$9.02K +77 +0.3%
ISWM
131
Independent Solutions Wealth Management
New York
$3.49M +$118K +1,004 +3%
AWA
132
Arkadios Wealth Advisors
Georgia
$3.46M -$23.9K -204 -0.7%
AIM
133
Allen Investment Management
New York
$3.42M – – –
GGI
134
Godsey & Gibb Inc
Virginia
$3.37M +$74.6K +637 +2%
SFB
135
STAR Financial Bank
Indiana
$3.36M +$292K +2,495 +10%
NFC
136
Northeast Financial Consultants
Connecticut
$3.35M -$19.9K -170 -0.6%
DADC
137
D.A. Davidson & Co
Montana
$3.29M +$50.3K +429 +2%
IA
138
IFG Advisory
Georgia
$3.23M -$257K -2,194 -7%
BSSFA
139
Baron Silver Stevens Financial Advisors
Florida
$3.23M -$92.7K -791 -3%
VFA
140
Valeo Financial Advisors
Indiana
$3.16M -$18.2M -155,006 -85%
FAM
141
Formidable Asset Management
Ohio
$3.15M – – –
KOMWMG
142
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.13M +$48.4K +413 +2%
JWM
143
Jackson Wealth Management
Florida
$3.12M +$38.8K +331 +1%
IWC
144
Integrated Wealth Concepts
Massachusetts
$3.06M -$441K -3,761 -13%
WIA
145
World Investment Advisors
California
$3.04M -$24.4K -208 -0.8%
LCG
146
Lakeshore Capital Group
Illinois
$3.02M -$560K -4,779 -16%
CCA
147
Cora Capital Advisors
New Jersey
$3.02M +$339K +2,891 +13%
KWM
148
Kingsview Wealth Management
Oregon
$3.01M +$1.41M +12,002 +88%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$3.01M +$295K +2,517 +11%
CFS
150
CRA Financial Services
New Jersey
$3.01M -$22.6K -193 -0.7%
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