HDV icon

iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
Holders Change %
0%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
67
Increased
263
Reduced
266
Closed
48
Calls
$106M
Puts
$1.41M
Net Calls
+$104M
Net Calls Change
+$95.5M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
326
Van Hulzen Asset Management
California
$949K
AWMG
327
ADG Wealth Management Group
Louisiana
$941K +$941K +7,767 New
MFG
328
Merit Financial Group
Georgia
$925K +$65.6K +542 +8%
NB
329
Northwest Bancshares
Pennsylvania
$918K -$1.09K -9 -0.1%
PCIA
330
Prime Capital Investment Advisors
Kansas
$918K +$662K +5,462 +258%
PP
331
Patten & Patten
Tennessee
$910K +$31.5K +260 +4%
MFWP
332
Mosaic Family Wealth Partners
Missouri
$891K +$727 +6 +0.1%
AF
333
Apollon Financial
South Carolina
$885K -$60.6K -500 -6%
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$868K +$485 +4 +0.1%
PAMG
335
Patton Albertson Miller Group
Tennessee
$864K -$214K -1,767 -20%
EW
336
Element Wealth
Mississippi
$860K -$136K -1,121 -14%
IA
337
Integrity Alliance
Iowa
$855K +$855K +7,059 New
GWM
338
Geneos Wealth Management
Colorado
$849K +$417K +3,439 +96%
FWM
339
Forefront Wealth Management
Pennsylvania
$846K -$40.5K -334 -5%
WA
340
Wealthstar Advisors
Texas
$839K +$467K +3,854 +126%
JF
341
JSF Financial
California
$837K +$5.45K +45 +0.7%
KPWG
342
KFA Private Wealth Group
Virginia
$822K +$44.1K +364 +6%
AWA
343
Amplius Wealth Advisors
Pennsylvania
$819K
OA
344
Operose Advisors
Wisconsin
$819K +$240K +1,982 +41%
PTC
345
Private Trust Company
Ohio
$819K -$3.39K -28 -0.4%
BWL
346
Bogart Wealth LLC
Virginia
$814K -$1.08M -8,912 -57%
SWA
347
Sax Wealth Advisors
New Jersey
$798K +$18.9K +156 +2%
IP
348
Investment Partners
Ohio
$797K +$1.58K +13 +0.2%
MA
349
MCF Advisors
Kentucky
$797K +$29.3K +242 +4%
WP
350
WealthShield Partners
North Carolina
$791K +$396K +3,269 +100%