HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

739 hedge funds and large institutions have $4.59B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 275 increasing their positions, 254 reducing their positions, and 55 closing their positions.

Holders
739
Holders Change
-25
Holders Change %
-3.27%
% of All Funds
9.92%
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
275
Reduced
254
Closed
55
Calls
$94M
Puts
$269K
Net Calls
+$93.7M
Net Calls Change
-$10.8M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$324M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$76.3M
3
Bank of America
3
Bank of America
North Carolina
$527M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.4M
5
CAWM
5
Capital Advisors Wealth Management
Washington
$12.2M

Top Sellers

1
CA
1
CSM Advisors
Pennsylvania
$0
2
PCM
2
Piedmont Capital Management
Montana
$0
3
AOI
3
Auto-Owners Insurance
Michigan
$2.79M
4
PP
4
Prudential plc
United Kingdom
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$527M 4,501,871 +155,098 +4%
Morgan Stanley
2
Morgan Stanley
New York
$387M 3,299,766 +67,566 +2%
LPL Financial
3
LPL Financial
California
$324M 2,763,314 +281,719 +11%
UBS Group
4
UBS Group
Switzerland
$166M 1,419,370 -7,403 -0.5%
Wells Fargo
5
Wells Fargo
California
$150M 1,282,111 +5,208 +0.4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$141M 1,203,661 +43,852 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$139M 1,183,612 +37,212 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$108M 918,491 -62,962 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$98.2M 837,859 +46,414 +6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$91.2M 778,605 +25,519 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$90.3M 770,855 +21,454 +3%
SAM
12
Securian Asset Management
Minnesota
$89.5M 763,802 -64,000 -8%
M&T Bank
13
M&T Bank
New York
$87M 742,387 +12,971 +2%
BlackRock
14
BlackRock
New York
$77.8M 663,655 -5,299 -0.8%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$76.3M 653,620 +178,378 +38%
Ameriprise
16
Ameriprise
Minnesota
$74.6M 637,677 +9,324 +1%
Truist Financial
17
Truist Financial
North Carolina
$74.6M 636,410 +14,571 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$61.6M 525,759 -40,756 -7%
LIA
19
LBMC Investment Advisors
Tennessee
$53.7M 458,651 +671 +0.1%
Mariner
20
Mariner
Kansas
$53.3M 454,551 +16,598 +4%
TA
21
Townsend & Associates
Colorado
$42.6M 355,629 -17,517 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$42.2M 359,978 +9,756 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$38.4M 327,360 +23,792 +8%
SPIA
24
Steward Partners Investment Advisory
New York
$33.7M 287,213 +7,497 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$30M 256,129 -10,838 -4%
1
2 3 4 5