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iShares Core High Dividend ETF
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Overview Fund Activity

739 hedge funds and large institutions have $4.59B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 275 increasing their positions, 254 reducing their positions, and 55 closing their positions.

Holders
739
Holders Change
-25
Holders Change %
-3.27%
% of All Funds
9.92%
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
275
Reduced
254
Closed
55
Calls
$94M
Puts
$269K
Net Calls
+$93.7M
Net Calls Change
-$10.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$324M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$527M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.4M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$12.2M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
PCM
2
Piedmont Capital Management
Montana
$0
3
AOI
3
Auto-Owners Insurance
Michigan
$2.79M
4
PP
4
Prudential plc
United Kingdom
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
176
Sagespring Wealth Partners
Tennessee
$2.25M 19,174 -153 -0.8%
GIA
177
Gladstone Institutional Advisory
Florida
$2.24M 19,137 +2,892 +18%
SFS
178
Sowell Financial Services
Arkansas
$2.23M 19,037 +147 +0.8%
GCA
179
Gallagher Capital Advisors
Texas
$2.22M 18,514 -12,052 -39%
ANTB
180
AMG National Trust Bank
Colorado
$2.17M 18,495 +168 +0.9%
TCM
181
TruNorth Capital Management
Michigan
$2.17M 18,487 – –
HI
182
Harbour Investments
Wisconsin
$2.15M 18,382 +401 +2%
IAG
183
Investment Advisory Group
Massachusetts
$2.13M 18,207 +77 +0.4%
LSWP
184
Liberty Square Wealth Partners
Pennsylvania
$2.13M 18,149 +13 +0.1%
SXL
185
Summit X LLC
Missouri
$2.12M 18,118 -1,152 -6%
TCA
186
Transcend Capital Advisors
New Jersey
$2.12M 18,061 -46 -0.3%
NFG
187
Nations Financial Group
Iowa
$2.12M 18,051 -52 -0.3%
IF
188
Ironwood Financial
Arizona
$2.08M 17,195 – –
FG
189
Fiduciary Group
Georgia
$2.07M 17,700 +303 +2%
CBT
190
Crews Bank & Trust
Florida
$2.05M 17,537 -1,340 -7%
HA
191
HFG Advisors
Ohio
$2.02M 17,199 +490 +3%
LAM
192
LOM Asset Management
$2M 17,099 +17,099 New
CAG
193
Csenge Advisory Group
Florida
$2M 17,177 +36 +0.2%
SWP
194
Stratos Wealth Partners
Ohio
$1.99M 16,971 -412 -2%
WWM
195
Western Wealth Management
Colorado
$1.99M 16,951 +318 +2%
CCWA
196
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M 16,854 -361 -2%
MA
197
Mutual Advisors
Nebraska
$1.97M 16,405 +1,471 +10%
CL
198
Choreo LLC
Illinois
$1.95M 16,674 -1,348 -7%
AWM
199
Apex Wealth Management
New Hampshire
$1.91M 16,337 +125 +0.8%
EWM
200
Evercore Wealth Management
New York
$1.91M 16,322 +3,228 +25%
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