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HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$554M -$57.6M -2,164,260 -10%
Morgan Stanley
2
Morgan Stanley
New York
$472M +$13.4M +505,020 +3%
LPL Financial
3
LPL Financial
California
$450M +$51.3M +1,928,475 +13%
UBS Group
4
UBS Group
Switzerland
$211M +$12.1M +454,290 +6%
Wells Fargo
5
Wells Fargo
California
$191M -$18.7M -701,340 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$176M +$10.2M +382,075 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$174M +$4.05M +152,210 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$162M +$38.9M +1,462,840 +33%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$141M +$23.3M +874,785 +20%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$136M +$53.6M +2,014,025 +67%
Raymond James Financial
11
Raymond James Financial
Florida
$131M -$783K -29,405 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$122M +$21.7M +816,315 +22%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$121M +$8.45M +317,290 +8%
SAM
14
Securian Asset Management
Minnesota
$96.9M -$5.46M -205,000 -5%
BlackRock
15
BlackRock
New York
$93.2M +$616K +23,135 +0.7%
M&T Bank
16
M&T Bank
New York
$89.6M -$3.67M -137,805 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$88.2M +$14.5M +545,755 +20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$85M -$2.35M -88,445 -3%
Truist Financial
19
Truist Financial
North Carolina
$78.3M -$2.04M -76,515 -3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$77M +$9.83M +369,095 +15%
LIA
21
LBMC Investment Advisors
Tennessee
$62.2M +$216K +8,120 +0.4%
Allianz Asset Management
22
Allianz Asset Management
Germany
$62.1M +$52.1M +1,958,500 +596%
Mariner
23
Mariner
Kansas
$61.3M +$1.59M +59,795 +3%
Osaic Holdings
24
Osaic Holdings
Arizona
$50.2M -$999K -37,525 -2%
SPIA
25
Steward Partners Investment Advisory
New York
$42.1M +$1.89M +70,930 +5%