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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
PFS
301
Prospera Financial Services
Texas
$1.23M +$108K +4,455 +10%
AA
302
Ancora Advisors
Ohio
$1.22M -$121K -4,960 -9%
PWW
303
Pettyjohn Wood & White
Virginia
$1.22M -$27.4K -1,125 -2%
AC
304
Avestar Capital
New York
$1.22M
CCM
305
CFO Capital Management
Connecticut
$1.21M +$1.21M +49,740 New
OIA
306
OneDigital Investment Advisors
Kansas
$1.2M -$65.3K -2,685 -5%
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$13.4K -550 -1%
WCG
308
Weaver Consulting Group
California
$1.18M -$6.45K -265 -0.5%
PCG
309
Prosperity Consulting Group
Maryland
$1.17M +$14.7K +605 +1%
CPIA
310
Cornell Pochily Investment Advisors
New York
$1.17M -$15.6K -640 -1%
TWA
311
Talisman Wealth Advisors
New Jersey
$1.16M +$243 +10 +0%
AAG
312
Armstrong Advisory Group
Massachusetts
$1.16M +$141K +5,805 +14%
NB
313
NBT Bank
New York
$1.14M -$29.8K -1,225 -3%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M -$23.7K -975 -2%
IC
315
IEQ Capital
California
$1.13M +$326K +13,410 +41%
CWM
316
Collaborative Wealth Management
Florida
$1.13M -$64.8K -2,665 -5%
AIC
317
Archer Investment Corporation
Indiana
$1.12M +$243 +10 +0%
JC
318
JB Capital
Connecticut
$1.11M +$34.2K +1,405 +3%
SPWM
319
Straight Path Wealth Management
Michigan
$1.11M +$11.3K +465 +1%
PCM
320
Parsons Capital Management
Rhode Island
$1.11M
PG
321
Patten Group
Tennessee
$1.1M -$9.12K -375 -0.8%
WPC
322
White Pine Capital
Minnesota
$1.09M -$26.1K -1,075 -2%
Brown Advisory
323
Brown Advisory
Maryland
$1.08M -$12.9K -530 -1%
SEIA
324
Signature Estate & Investment Advisors
California
$1.08M +$1.95K +80 +0.2%
CRC
325
Curi RMB Capital
Illinois
$1.07M +$1.82K +75 +0.2%