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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
CFS
151
CRA Financial Services
New Jersey
$3.01M
MFA
152
Mayflower Financial Advisors
Massachusetts
$2.95M
FA
153
FC Advisory
Pennsylvania
$2.82M
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$2.81M
AOI
155
Auto-Owners Insurance
Michigan
$2.79M
MBFW
156
Morton Brown Family Wealth
Pennsylvania
$2.75M
HNWAG
157
High Net Worth Advisory Group
Florida
$2.71M
GA
158
GSG Advisors
New Jersey
$2.69M
SFG
159
Sowa Financial Group
Rhode Island
$2.68M
NA
160
Nottingham Advisors
New York
$2.67M
SC
161
Scotia Capital
Ontario, Canada
$2.57M
WMA
162
Wealth Management Associates
New Jersey
$2.54M
Natixis Advisors
163
Natixis Advisors
Massachusetts
$2.53M
WWA
164
WCG Wealth Advisors
Nevada
$2.49M
Focus Partners Wealth
165
Focus Partners Wealth
Massachusetts
$2.48M
FFA
166
Farther Finance Advisors
California
$2.47M
NG
167
Norden Group
Utah
$2.46M
FFG
168
Frisch Financial Group
New York
$2.44M
CFG
169
Cooper Financial Group
California
$2.43M
GFG
170
Goldstone Financial Group
Illinois
$2.42M
KA
171
Klingman & Associates
New York
$2.42M
SI
172
Stephens Inc
Arkansas
$2.36M
BWP
173
Bernardo Wealth Planning
Pennsylvania
$2.36M
RWP
174
Ridgecrest Wealth Partners
California
$2.35M
CPIG
175
Chicago Partners Investment Group
Illinois
$2.33M