HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
326
First Heartland Consultants
Missouri
$1.04M
CT
327
Caldwell Trust
Florida
$1.02M
PAS
328
Park Avenue Securities
New York
$1.02M
LCG
329
Lakeshore Capital Group
Illinois
$1.01M
NFW
330
Noble Family Wealth
Florida
$1M
AWMG
331
ADG Wealth Management Group
Louisiana
$994K
RBC
332
Romano Brothers & Co
Illinois
$990K
TFA
333
Teamwork Financial Advisors
Texas
$987K
HWM
334
Hohimer Wealth Management
Washington
$987K
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$985K
SFG
336
Sage Financial Group
Pennsylvania
$975K
FWM
337
Forefront Wealth Management
Pennsylvania
$974K
TWC
338
TD Waterhouse Canada
Ontario, Canada
$971K
GPW
339
Genesis Private Wealth
Virginia
$969K
SA
340
Sunesis Advisors
Kansas
$956K
PA
341
Pinnacle Associates
New York
$955K
CA
342
Cresta Advisors
Texas
$938K
SC
343
SouthState Corp
Florida
$931K
NS
344
NBC Securities
Alabama
$929K
EW
345
Element Wealth
Mississippi
$923K
SIA
346
Soltis Investment Advisors
Utah
$908K
CAL
347
Capital Analysts LLC
Pennsylvania
$907K
PP
348
Patten & Patten
Tennessee
$896K
TC
349
Tacita Capital
Ontario, Canada
$882K
WS
350
Wedbush Securities
California
$881K