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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
JFG
126
Jefferies Financial Group
New York
$3.77M
AF
127
Allworth Financial
California
$3.64M
AFTS
128
American Financial & Tax Strategies
New York
$3.61M
NA
129
NewEdge Advisors
Louisiana
$3.56M
KFP
130
Keystone Financial Planning
Ohio
$3.53M
CWM
131
Connecticut Wealth Management
Connecticut
$3.5M
ISWM
132
Independent Solutions Wealth Management
New York
$3.49M
AWA
133
Arkadios Wealth Advisors
Georgia
$3.46M
AIM
134
Allen Investment Management
New York
$3.42M
GGI
135
Godsey & Gibb Inc
Virginia
$3.37M
SFB
136
STAR Financial Bank
Indiana
$3.36M
NFC
137
Northeast Financial Consultants
Connecticut
$3.35M
DADC
138
D.A. Davidson & Co
Montana
$3.29M
IA
139
IFG Advisory
Georgia
$3.23M
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$3.23M
VFA
141
Valeo Financial Advisors
Indiana
$3.16M
FAM
142
Formidable Asset Management
Ohio
$3.15M
KOMWMG
143
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.13M
JWM
144
Jackson Wealth Management
Florida
$3.12M
IWC
145
Integrated Wealth Concepts
Massachusetts
$3.06M
WIA
146
World Investment Advisors
California
$3.04M
LCG
147
Lakeshore Capital Group
Illinois
$3.02M
CCA
148
Cora Capital Advisors
New Jersey
$3.02M
KWM
149
Kingsview Wealth Management
Oregon
$3.01M
Baird Financial Group
150
Baird Financial Group
Wisconsin
$3.01M