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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
PCM
301
Parsons Capital Management
Rhode Island
$1.12M
PG
302
Patten Group
Tennessee
$1.11M -$21.9K -905 -2%
SPWM
303
Straight Path Wealth Management
Michigan
$1.1M +$8.34K +345 +0.8%
Brown Advisory
304
Brown Advisory
Maryland
$1.1M +$1.21K +50 +0.1%
JC
305
JB Capital
Connecticut
$1.09M +$28.9K +1,195 +3%
SEIA
306
Signature Estate & Investment Advisors
California
$1.08M +$1.57K +65 +0.1%
MCM
307
MAI Capital Management
Ohio
$1.08M -$7.01K -290 -0.7%
CA
308
Claro Advisors
Massachusetts
$1.08M +$89.3K +3,695 +9%
CRC
309
Curi RMB Capital
Illinois
$1.08M +$97.5K +4,035 +10%
TFA
310
Teamwork Financial Advisors
Texas
$1.06M -$120K -4,955 -10%
IA
311
Invested Advisors
Pennsylvania
$1.05M +$1.13M +46,945 New
CIAS
312
CFS Investment Advisory Services
New Jersey
$1.05M -$40.5K -1,675 -4%
CCA
313
Cobblestone Capital Advisors
New York
$1.04M
FHC
314
First Heartland Consultants
Missouri
$1.03M -$4.95K -205 -0.5%
AAG
315
Armstrong Advisory Group
Massachusetts
$1.02M +$2.54K +105 +0.3%
PAS
316
Park Avenue Securities
New York
$1.01M +$998K +41,310 New
LCG
317
Lakeshore Capital Group
Illinois
$1.01M -$2.12M -87,770 -68%
NFW
318
Noble Family Wealth
Florida
$995K +$379K +15,680 +63%
HWM
319
Hohimer Wealth Management
Washington
$994K -$2.54K -105 -0.3%
SFG
320
Sage Financial Group
Pennsylvania
$982K
HF
321
HRT Financial
New York
$971K +$650K +26,890 +211%
CT
322
Caldwell Trust
Florida
$966K
CIS
323
Custom Index Systems
New York
$962K +$950K +39,300 New
SA
324
Sunesis Advisors
Kansas
$962K +$950K +39,295 New
PA
325
Pinnacle Associates
New York
$962K -$24.8K -1,025 -3%