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
FWM
326
Forefront Wealth Management
Pennsylvania
$844K
Kovitz Investment Group Partners
327
Kovitz Investment Group Partners
Illinois
$840K
JF
328
JSF Financial
California
$816K
AFG
329
Albion Financial Group
Utah
$815K
EW
330
Element Wealth
Mississippi
$812K
AWA
331
Amplius Wealth Advisors
Pennsylvania
$793K
PTC
332
Private Trust Company
Ohio
$792K
MFWP
333
Mosaic Family Wealth Partners
Missouri
$786K
KPWG
334
KFA Private Wealth Group
Virginia
$783K
IP
335
Investment Partners
Ohio
$773K
SWA
336
Sax Wealth Advisors
New Jersey
$772K
WS
337
Wedbush Securities
California
$770K
WP
338
WealthShield Partners
North Carolina
$758K
CC
339
Climber Capital
Switzerland
$757K
PTC
340
Philadelphia Trust Company
Pennsylvania
$752K
LSA
341
Lion Street Advisors
Texas
$741K
LIM
342
Leavell Investment Management
Alabama
$735K
IAN
343
Integrated Advisors Network
Texas
$730K
Deutsche Bank
344
Deutsche Bank
Germany
$725K
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$721K
CWM
346
Cornerstone Wealth Management
Missouri
$717K
JCM
347
Jacobi Capital Management
Pennsylvania
$714K
Bank of New York Mellon
348
Bank of New York Mellon
New York
$711K
MT
349
Midwest Trust
Kansas
$710K
LWM
350
LongView Wealth Management
Georgia
$699K