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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 %
Bank of America
1
Bank of America
North Carolina
$527M +$18.2M +155,098 +4%
Morgan Stanley
2
Morgan Stanley
New York
$387M +$7.92M +67,566 +2%
LPL Financial
3
LPL Financial
California
$324M +$33M +281,719 +11%
UBS Group
4
UBS Group
Switzerland
$166M -$867K -7,403 -0.5%
Wells Fargo
5
Wells Fargo
California
$150M +$610K +5,208 +0.4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$141M +$5.14M +43,852 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$139M +$4.36M +37,212 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$108M -$7.38M -62,962 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$98.2M +$5.44M +46,414 +6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$91.2M +$2.99M +25,519 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$90.3M +$2.51M +21,454 +3%
SAM
12
Securian Asset Management
Minnesota
$89.5M -$7.5M -64,000 -8%
M&T Bank
13
M&T Bank
New York
$87M +$1.52M +12,971 +2%
BlackRock
14
BlackRock
New York
$77.8M -$621K -5,299 -0.8%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$76.3M +$20.8M +178,378 +38%
Ameriprise
16
Ameriprise
Minnesota
$74.6M +$1.09M +9,324 +1%
Truist Financial
17
Truist Financial
North Carolina
$74.6M +$1.71M +14,571 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$61.6M -$4.78M -40,756 -7%
LIA
19
LBMC Investment Advisors
Tennessee
$53.7M +$78.6K +671 +0.1%
Mariner
20
Mariner
Kansas
$53.3M +$1.94M +16,598 +4%
TA
21
Townsend & Associates
Colorado
$42.6M -$2.1M -17,517 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$42.2M +$1.14M +9,756 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$38.4M +$2.79M +23,792 +8%
SPIA
24
Steward Partners Investment Advisory
New York
$33.7M +$878K +7,497 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$30M -$1.27M -10,838 -4%
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