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iShares Core High Dividend ETF

748 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 48 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 (-$273M)

14% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 56

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
748
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
EIP
176
Ellis Investment Partners
Pennsylvania
$2.28M
WTC
177
WhitTier Trust Company
Nevada
$2.26M
SWP
178
Sagespring Wealth Partners
Tennessee
$2.25M
GIA
179
Gladstone Institutional Advisory
Florida
$2.24M
AIA
180
Aventus Investment Advisors
Florida
$2.24M
SFS
181
Sowell Financial Services
Arkansas
$2.23M
GCA
182
Gallagher Capital Advisors
Texas
$2.22M
ANTB
183
AMG National Trust Bank
Colorado
$2.17M
TCM
184
TruNorth Capital Management
Michigan
$2.17M
HI
185
Harbour Investments
Wisconsin
$2.15M
IAG
186
Investment Advisory Group
Massachusetts
$2.13M
LSWP
187
Liberty Square Wealth Partners
Pennsylvania
$2.13M
SXL
188
Summit X LLC
Missouri
$2.12M
TCA
189
Transcend Capital Advisors
New Jersey
$2.12M
NFG
190
Nations Financial Group
Iowa
$2.12M
IF
191
Ironwood Financial
Arizona
$2.08M
FG
192
Fiduciary Group
Georgia
$2.07M
CBT
193
Crews Bank & Trust
Florida
$2.05M
HA
194
HFG Advisors
Ohio
$2.02M
LAM
195
LOM Asset Management
$2M
CAG
196
Csenge Advisory Group
Florida
$2M
SWP
197
Stratos Wealth Partners
Ohio
$1.99M
WWM
198
Western Wealth Management
Colorado
$1.99M
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M
MA
200
Mutual Advisors
Nebraska
$1.97M