HDV icon

iShares Core High Dividend ETF

747 hedge funds and large institutions have $4.61B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 279 increasing their positions, 254 reducing their positions, and 56 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:

6% less capital invested

Capital invested by funds: $4.88B → $4.61B (-$276M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
747
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
NCM
226
NCM Capital Management
New Jersey
$1.57M
Bessemer Group
227
Bessemer Group
New Jersey
$1.56M
PIMG
228
Patriot Investment Management Group
Tennessee
$1.55M
RFN
229
RDA Financial Network
Iowa
$1.55M
CFO
230
Collective Family Office
Pennsylvania
$1.55M
SWA
231
SOA Wealth Advisors
New York
$1.55M
RCG
232
Regatta Capital Group
California
$1.54M
MA
233
MCF Advisors
Kentucky
$1.54M
EWA
234
EP Wealth Advisors
California
$1.53M
PWA
235
Provenance Wealth Advisors
Florida
$1.53M
SF
236
Synovus Financial
Georgia
$1.53M
ATC
237
Argent Trust Co
Tennessee
$1.53M
IFPG
238
Intrepid Financial Planning Group
Indiana
$1.52M
ALA
239
Atlas Legacy Advisors
California
$1.52M
FNC
240
First National Corp
Massachusetts
$1.5M
CWM
241
Congress Wealth Management
Massachusetts
$1.5M
AA
242
Ancora Advisors
Ohio
$1.49M
OCBCO
243
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.47M
RDWM
244
Red Door Wealth Management
Tennessee
$1.47M
CPA
245
Court Place Advisors
Maryland
$1.47M
TWC
246
TD Waterhouse Canada
Ontario, Canada
$1.45M
PSCM
247
Per Stirling Capital Management
Texas
$1.43M
CAAM
248
Cornerstone Advisors Asset Management
Pennsylvania
$1.43M
US Bancorp
249
US Bancorp
Minnesota
$1.42M
NS
250
NBC Securities
Alabama
$1.41M