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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
226
Ridgecrest Wealth Partners
California
$2.06M -$408K -16,785 -17%
1WM
227
1900 Wealth Management
Texas
$2.05M +$764K +31,415 +59%
LSWP
228
Liberty Square Wealth Partners
Pennsylvania
$2.04M -$109K -4,480 -5%
CL
229
Choreo LLC
Illinois
$2.04M +$243 +10 +0%
CWM
230
Calamos Wealth Management
Illinois
$2.03M
RIM
231
Rakuten Investment Management
Japan
$2.03M
Luther King Capital Management (LKCM)
232
Luther King Capital Management (LKCM)
Texas
$2.02M
CCWA
233
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.02M -$23.6K -970 -1%
RCAG
234
Rehmann Capital Advisory Group
Michigan
$2M -$112K -4,605 -5%
TFS
235
Targeted Financial Services
Florida
$2M +$2M +82,335 New
PWC
236
Pathfinder Wealth Consulting
North Carolina
$1.99M +$1.99M +81,940 New
OBWG
237
Onyx Bridge Wealth Group
New York
$1.98M -$2.07K -85 -0.1%
ALA
238
Atlas Legacy Advisors
California
$1.98M +$382K +15,690 +24%
LAM
239
LOM Asset Management
$1.97M -$130K -5,365 -6%
WC
240
Woodstock Corp
Massachusetts
$1.97M
RP
241
Raelipskie Partnership
Ontario, Canada
$1.96M +$48.6K +2,000 +3%
MGIA
242
Moneta Group Investment Advisors
Missouri
$1.96M +$28.5K +1,170 +1%
KWA
243
Kingswood Wealth Advisors
California
$1.94M -$69.7K -2,865 -3%
CAM
244
Cresset Asset Management
Illinois
$1.93M -$6.93K -285 -0.4%
JF
245
Jump Financial
Illinois
$1.91M +$1.91M +78,565 New
CWP
246
Concord Wealth Partners
Virginia
$1.89M +$35.9K +1,475 +2%
CFG
247
Cooper Financial Group
California
$1.89M -$291K -11,985 -13%
AWM
248
AE Wealth Management
Kansas
$1.86M +$197K +8,090 +12%
RIA
249
Regal Investment Advisors
Michigan
$1.85M +$45.8K +1,885 +3%
JIP
250
Jaffetilchin Investment Partners
Florida
$1.83M +$14.7K +605 +0.8%