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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 %
MFA
151
Mayflower Financial Advisors
Massachusetts
$2.95M +$18.2K +155 +0.6%
FA
152
FC Advisory
Pennsylvania
$2.82M -$117 -1 -0%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$2.81M +$57.6K +492 +2%
AOI
154
Auto-Owners Insurance
Michigan
$2.79M -$31M -264,460 -92%
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$2.75M – – –
HNWAG
156
High Net Worth Advisory Group
Florida
$2.71M -$172K -1,472 -6%
GA
157
GSG Advisors
New Jersey
$2.69M +$21K +179 +0.8%
SFG
158
Sowa Financial Group
Rhode Island
$2.68M -$480K -4,097 -15%
NA
159
Nottingham Advisors
New York
$2.67M -$3.98K -34 -0.1%
SC
160
Scotia Capital
Ontario, Canada
$2.57M +$110K +939 +4%
WMA
161
Wealth Management Associates
New Jersey
$2.54M +$123K +1,049 +5%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$2.53M +$397K +3,393 +19%
WWA
163
WCG Wealth Advisors
Nevada
$2.49M -$92.9K -793 -4%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$2.48M +$274K +2,338 +12%
FFA
165
Farther Finance Advisors
California
$2.47M +$996K +8,500 +67%
NG
166
Norden Group
Utah
$2.46M +$83.5K +713 +4%
FFG
167
Frisch Financial Group
New York
$2.44M -$572K -4,887 -19%
CFG
168
Cooper Financial Group
California
$2.43M -$439K -3,743 -15%
GFG
169
Goldstone Financial Group
Illinois
$2.42M +$9.06K +76 +0.4%
KA
170
Klingman & Associates
New York
$2.42M -$5.04K -43 -0.2%
SI
171
Stephens Inc
Arkansas
$2.36M -$29.3K -250 -1%
BWP
172
Bernardo Wealth Planning
Pennsylvania
$2.36M -$26.1K -223 -1%
RWP
173
Ridgecrest Wealth Partners
California
$2.35M +$114K +975 +5%
CPIG
174
Chicago Partners Investment Group
Illinois
$2.33M -$8.29K -69 -0.4%
EIP
175
Ellis Investment Partners
Pennsylvania
$2.28M +$20.7K +177 +0.9%
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