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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 %
WTC
176
WhitTier Trust Company
Nevada
$2.26M -$4.92K -42 -0.2%
SWP
177
Sagespring Wealth Partners
Tennessee
$2.25M -$17.9K -153 -0.8%
GIA
178
Gladstone Institutional Advisory
Florida
$2.24M +$339K +2,892 +18%
SFS
179
Sowell Financial Services
Arkansas
$2.23M +$17.2K +147 +0.8%
GCA
180
Gallagher Capital Advisors
Texas
$2.22M -$1.45M -12,052 -39%
ANTB
181
AMG National Trust Bank
Colorado
$2.17M +$19.7K +168 +0.9%
TCM
182
TruNorth Capital Management
Michigan
$2.17M – – –
HI
183
Harbour Investments
Wisconsin
$2.15M +$47K +401 +2%
IAG
184
Investment Advisory Group
Massachusetts
$2.13M +$9.02K +77 +0.4%
LSWP
185
Liberty Square Wealth Partners
Pennsylvania
$2.13M +$1.52K +13 +0.1%
SXL
186
Summit X LLC
Missouri
$2.12M -$135K -1,152 -6%
TCA
187
Transcend Capital Advisors
New Jersey
$2.12M -$5.39K -46 -0.3%
NFG
188
Nations Financial Group
Iowa
$2.12M -$6.09K -52 -0.3%
IF
189
Ironwood Financial
Arizona
$2.08M – – –
FG
190
Fiduciary Group
Georgia
$2.07M +$35.5K +303 +2%
CBT
191
Crews Bank & Trust
Florida
$2.05M -$157K -1,340 -7%
HA
192
HFG Advisors
Ohio
$2.02M +$57.4K +490 +3%
LAM
193
LOM Asset Management
$2M +$2M +17,099 New
CAG
194
Csenge Advisory Group
Florida
$2M +$4.19K +36 +0.2%
SWP
195
Stratos Wealth Partners
Ohio
$1.99M -$48.3K -412 -2%
WWM
196
Western Wealth Management
Colorado
$1.99M +$37.3K +318 +2%
CCWA
197
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M -$42.3K -361 -2%
MA
198
Mutual Advisors
Nebraska
$1.97M +$176K +1,471 +10%
CL
199
Choreo LLC
Illinois
$1.95M -$158K -1,348 -7%
AWM
200
Apex Wealth Management
New Hampshire
$1.91M +$14.6K +125 +0.8%
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