HDV

iShares Core High Dividend ETF

Delisted

HDV was delisted on the 9th of February, 2026.

749 hedge funds and large institutions have $4.62B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 278 increasing their positions, 256 reducing their positions, and 57 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:

5% less capital invested

Capital invested by funds: $4.89B → $4.62B (-$265M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

Holders
749
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
JGIA
226
Jackson Grant Investment Advisers
Connecticut
$1.6M
HR
227
Howe & Rusling
New York
$1.57M
NCM
228
NCM Capital Management
New Jersey
$1.57M
Bessemer Group
229
Bessemer Group
New Jersey
$1.56M
PIMG
230
Patriot Investment Management Group
Tennessee
$1.55M
RFN
231
RDA Financial Network
Iowa
$1.55M
CFO
232
Collective Family Office
Pennsylvania
$1.55M
SWA
233
SOA Wealth Advisors
New York
$1.55M
RCG
234
Regatta Capital Group
California
$1.54M
MA
235
MCF Advisors
Kentucky
$1.54M
EWA
236
EP Wealth Advisors
California
$1.53M
PWA
237
Provenance Wealth Advisors
Florida
$1.53M
SF
238
Synovus Financial
Georgia
$1.53M
ATC
239
Argent Trust Co
Tennessee
$1.53M
IFPG
240
Intrepid Financial Planning Group
Indiana
$1.52M
ALA
241
Atlas Legacy Advisors
California
$1.52M
FNC
242
First National Corp
Massachusetts
$1.5M
CWM
243
Congress Wealth Management
Massachusetts
$1.5M
AA
244
Ancora Advisors
Ohio
$1.49M
OCBCO
245
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.47M
RDWM
246
Red Door Wealth Management
Tennessee
$1.47M
CPA
247
Court Place Advisors
Maryland
$1.47M
TWC
248
TD Waterhouse Canada
Ontario, Canada
$1.45M
PSCM
249
Per Stirling Capital Management
Texas
$1.43M
CAAM
250
Cornerstone Advisors Asset Management
Pennsylvania
$1.43M