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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
KA
251
Kovack Advisors
Florida
$1.81M +$608K +25,020 +50%
HIA
252
Harbor Investment Advisory
Maryland
$1.79M -$50.6K -2,080 -3%
CFO
253
Collective Family Office
Pennsylvania
$1.77M +$193K +7,930 +12%
UCFA
254
United Capital Financial Advisors
Texas
$1.77M +$17K +700 +1%
EWM
255
Evercore Wealth Management
New York
$1.77M -$27.6K -1,135 -2%
IWA
256
Icon Wealth Advisors
Texas
$1.76M +$1.76M +72,405 New
PMG
257
ProVise Management Group
Florida
$1.74M -$2.19K -90 -0.1%
MAS
258
Madden Advisory Services
Florida
$1.71M +$11.7K +480 +0.7%
AFC
259
AFT Forsyth & Company
Florida
$1.7M -$47.1K -1,935 -3%
DWM
260
Diversify Wealth Management
Utah
$1.69M +$1.65M +67,655 New
MA
261
Mutual Advisors
Nebraska
$1.68M -$69.4K -2,855 -4%
MA
262
MCF Advisors
Kentucky
$1.65M +$39.9K +1,640 +2%
RFN
263
RDA Financial Network
Iowa
$1.64M +$27.4K +1,125 +2%
NCM
264
NCM Capital Management
New Jersey
$1.62M -$5.47K -225 -0.3%
KPWS
265
Kestra Private Wealth Services
Texas
$1.62M +$329K +13,525 +25%
PIMG
266
Patriot Investment Management Group
Tennessee
$1.61M
SCA
267
Snowden Capital Advisors
New York
$1.59M +$86K +3,535 +6%
IFPG
268
Intrepid Financial Planning Group
Indiana
$1.57M -$3.89K -160 -0.2%
Renaissance Technologies
269
Renaissance Technologies
New York
$1.57M -$2.82M -116,000 -64%
SWA
270
SOA Wealth Advisors
New York
$1.56M -$32.1K -1,320 -2%
ATC
271
Argent Trust Co
Tennessee
$1.56M
HR
272
Howe & Rusling
New York
$1.53M +$113K +4,640 +8%
OCBCO
273
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.53M
PSCM
274
Per Stirling Capital Management
Texas
$1.52M +$22.5K +925 +2%
BIA
275
Biondo Investment Advisors
Pennsylvania
$1.5M +$80.9K +3,325 +6%