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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$1.85M -$2.9K -120 -0.2%
SF
227
Synovus Financial
Georgia
$1.84M +$237K +9,795 +15%
JIP
228
Jaffetilchin Investment Partners
Florida
$1.83M +$10.4K +430 +0.6%
RIA
229
Regal Investment Advisors
Michigan
$1.82M -$7.49K -310 -0.4%
Federated Hermes
230
Federated Hermes
Pennsylvania
$1.82M +$36K +1,490 +2%
EWM
231
Evercore Wealth Management
New York
$1.81M -$188K -7,790 -10%
UCFA
232
United Capital Financial Advisors
Texas
$1.76M +$37.5K +1,550 +2%
AFC
233
AFT Forsyth & Company
Florida
$1.76M +$5.2K +215 +0.3%
MA
234
Mutual Advisors
Nebraska
$1.76M -$244K -10,105 -12%
PMG
235
ProVise Management Group
Florida
$1.75M +$16.7K +690 +1%
CCM
236
Coldstream Capital Management
Washington
$1.75M +$1.28M +53,115 +291%
MAS
237
Madden Advisory Services
Florida
$1.71M -$87.5K -3,620 -5%
TRCT
238
Tower Research Capital (TRC)
New York
$1.69M -$37K -1,530 -2%
JGIA
239
Jackson Grant Investment Advisers
Connecticut
$1.68M +$12.7K +525 +0.8%
AWM
240
AE Wealth Management
Kansas
$1.67M -$87.6K -3,625 -5%
NCM
241
NCM Capital Management
New Jersey
$1.64M +$483 +20 +0%
PIMG
242
Patriot Investment Management Group
Tennessee
$1.62M
RFN
243
RDA Financial Network
Iowa
$1.62M +$3.63K +150 +0.2%
FTS
244
Fifth Third Securities
Ohio
$1.62M -$74.9K -3,100 -4%
MA
245
MCF Advisors
Kentucky
$1.62M +$11K +455 +0.7%
ALA
246
Atlas Legacy Advisors
California
$1.61M +$24.6K +1,020 +2%
SWA
247
SOA Wealth Advisors
New York
$1.61M -$9.91K -410 -0.6%
CFO
248
Collective Family Office
Pennsylvania
$1.59M -$27.8K -1,150 -2%
IFPG
249
Intrepid Financial Planning Group
Indiana
$1.58M -$1.45K -60 -0.1%
ATC
250
Argent Trust Co
Tennessee
$1.57M -$23.1K -955 -1%