HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
226
1900 Wealth Management
Texas
$2.05M
LSWP
227
Liberty Square Wealth Partners
Pennsylvania
$2.04M
CL
228
Choreo LLC
Illinois
$2.04M
CWM
229
Calamos Wealth Management
Illinois
$2.03M
RIM
230
Rakuten Investment Management
Japan
$2.03M
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$2.02M
CCWA
232
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M
RCAG
233
Rehmann Capital Advisory Group
Michigan
$2M
TFS
234
Targeted Financial Services
Florida
$2M
PWC
235
Pathfinder Wealth Consulting
North Carolina
$1.99M
OBWG
236
Onyx Bridge Wealth Group
New York
$1.98M
ALA
237
Atlas Legacy Advisors
California
$1.98M
LAM
238
LOM Asset Management
$1.97M
WC
239
Woodstock Corp
Massachusetts
$1.97M
RP
240
Raelipskie Partnership
Ontario, Canada
$1.96M
MGIA
241
Moneta Group Investment Advisors
Missouri
$1.96M
KWA
242
Kingswood Wealth Advisors
California
$1.94M
CAM
243
Cresset Asset Management
Illinois
$1.93M
JF
244
Jump Financial
Illinois
$1.91M
CWP
245
Concord Wealth Partners
Virginia
$1.89M
CFG
246
Cooper Financial Group
California
$1.89M
AWM
247
AE Wealth Management
Kansas
$1.86M
RIA
248
Regal Investment Advisors
Michigan
$1.85M
JIP
249
Jaffetilchin Investment Partners
Florida
$1.83M
KA
250
Kovack Advisors
Florida
$1.81M