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
PWA
601
Phoenix Wealth Advisors
North Carolina
$212K
SWM
602
Salvus Wealth Management
New Jersey
$210K
VCM
603
Vision Capital Management
Oregon
$210K
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$210K
SAA
605
Southeast Asset Advisors
Georgia
$210K
CFP
606
Cascade Financial Partners
California
$209K
AIA
607
AIMZ Investment Advisors
California
$209K
DWT
608
Dorsey & Whitney Trust
South Dakota
$208K
IAIM
609
International Assets Investment Management
Florida
$208K
AWM
610
Accel Wealth Management
Iowa
$207K
AA
611
Armis Advisers
Georgia
$207K
Financial Engines Advisors
612
Financial Engines Advisors
California
$207K
WT
613
Whittier Trust
California
$206K
CAM
614
Covenant Asset Management
New Jersey
$206K
WPP
615
Whalerock Point Partners
Rhode Island
$206K
PWM
616
PBMares Wealth Management
Virginia
$204K
SVWG
617
Shared Vision Wealth Group
United States
$203K
VWA
618
Valued Wealth Advisors
Utah
$202K
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$200K
PAG
620
Paladin Advisory Group
Iowa
$194K
FHA
621
First Horizon Advisors
Tennessee
$187K
BWL
622
Bogart Wealth LLC
Virginia
$186K
AC
623
AlphaCore Capital
California
$180K
CF
624
Centaurus Financial
California
$175K
ACA
625
Aptus Capital Advisors
Alabama
$173K