HDV

iShares Core High Dividend ETF

778 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
Patten Group
Tennessee
$1.11M
SPWM
302
Straight Path Wealth Management
Michigan
$1.1M
Brown Advisory
303
Brown Advisory
Maryland
$1.1M
JC
304
JB Capital
Connecticut
$1.09M
SEIA
305
Signature Estate & Investment Advisors
California
$1.08M
MCM
306
MAI Capital Management
Ohio
$1.08M
CA
307
Claro Advisors
Massachusetts
$1.08M
CRC
308
Curi RMB Capital
Illinois
$1.08M
TFA
309
Teamwork Financial Advisors
Texas
$1.06M
IA
310
Invested Advisors
Pennsylvania
$1.05M
CIAS
311
CFS Investment Advisory Services
New Jersey
$1.05M
CCA
312
Cobblestone Capital Advisors
New York
$1.04M
FHC
313
First Heartland Consultants
Missouri
$1.03M
AAG
314
Armstrong Advisory Group
Massachusetts
$1.02M
PAS
315
Park Avenue Securities
New York
$1.01M
LCG
316
Lakeshore Capital Group
Illinois
$1.01M
NFW
317
Noble Family Wealth
Florida
$995K
HWM
318
Hohimer Wealth Management
Washington
$994K
SFG
319
Sage Financial Group
Pennsylvania
$982K
HF
320
HRT Financial
New York
$971K
CT
321
Caldwell Trust
Florida
$966K
CIS
322
Custom Index Systems
New York
$962K
SA
323
Sunesis Advisors
Kansas
$962K
PA
324
Pinnacle Associates
New York
$962K
RBC
325
Romano Brothers & Co
Illinois
$954K