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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 %
EWM
201
Evercore Wealth Management
New York
$1.91M +$378K +3,228 +25%
OBWG
202
Onyx Bridge Wealth Group
New York
$1.91M +$12.7K +108 +0.7%
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$1.91M -$1.96M – –
MSAM
204
Moloney Securities Asset Management
Missouri
$1.91M -$352 -3 -0%
WC
205
Woodstock Corp
Massachusetts
$1.9M – – –
CWP
206
Concord Wealth Partners
Virginia
$1.88M +$226K +1,926 +14%
CAMV
207
Concord Asset Management (Virginia)
Virginia
$1.88M +$1.88M +16,063 New
Corient Private Wealth
208
Corient Private Wealth
Florida
$1.87M -$3M -25,623 -62%
CAM
209
Cresset Asset Management
Illinois
$1.87M -$32.3K -276 -2%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$1.83M +$31.1K +265 +2%
RP
211
Raelipskie Partnership
Ontario, Canada
$1.82M +$72.6K +620 +4%
HIA
212
Harbor Investment Advisory
Maryland
$1.78M +$61.6K +526 +4%
RIA
213
Regal Investment Advisors
Michigan
$1.75M -$50.5K -431 -3%
JIP
214
Jaffetilchin Investment Partners
Florida
$1.74M +$10.7K +91 +0.6%
MAS
215
Madden Advisory Services
Florida
$1.72M +$53.3K +455 +3%
Federated Hermes
216
Federated Hermes
Pennsylvania
$1.71M -$99K -845 -5%
AWM
217
AE Wealth Management
Kansas
$1.69M +$80.1K +684 +5%
AFC
218
AFT Forsyth & Company
Florida
$1.68M -$1.41K -12 -0.1%
PMG
219
ProVise Management Group
Florida
$1.66M -$1.41K -12 -0.1%
TRCT
220
Tower Research Capital (TRC)
New York
$1.66M +$1.66M +14,136 +282,720%
UCFA
221
United Capital Financial Advisors
Texas
$1.65M -$3.87K -33 -0.2%
FTS
222
Fifth Third Securities
Ohio
$1.62M -$161K -1,373 -9%
JGIA
223
Jackson Grant Investment Advisers
Connecticut
$1.6M +$12.3K +105 +0.8%
HR
224
Howe & Rusling
New York
$1.57M +$462K +3,940 +42%
NCM
225
NCM Capital Management
New Jersey
$1.57M +$469 +4 +0%
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