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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
RBC
326
Romano Brothers & Co
Illinois
$954K -$96.7K -4,000 -9%
AWMG
327
ADG Wealth Management Group
Louisiana
$937K -$12.1K -500 -1%
EW
328
Element Wealth
Mississippi
$932K +$82.4K +3,410 +10%
SVWAG
329
Sound View Wealth Advisors Group
Georgia
$931K +$5.68K +235 +0.6%
PP
330
Patten & Patten
Tennessee
$913K -$28.9K -1,195 -3%
SC
331
SouthState Corp
Florida
$913K +$212K +8,780 +31%
BWL
332
Bogart Wealth LLC
Virginia
$899K +$695K +28,765 +362%
FWM
333
Forefront Wealth Management
Pennsylvania
$894K +$11.7K +485 +1%
NB
334
Northwest Bancshares
Pennsylvania
$893K -$27.9K -1,155 -3%
SIA
335
Soltis Investment Advisors
Utah
$889K -$76.8K -3,180 -8%
TC
336
Tacita Capital
Ontario, Canada
$888K
AFG
337
Albion Financial Group
Utah
$887K +$35.4K +1,465 +4%
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
$886K +$874K +36,190 New
CA
339
Cresta Advisors
Texas
$883K -$234K -9,685 -21%
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$879K +$483 +20 +0.1%
VHAM
341
Van Hulzen Asset Management
California
$867K -$86.7K -3,590 -9%
JF
342
JSF Financial
California
$859K +$6.4K +265 +0.8%
PWPS
343
Pinnacle Wealth Planning Services
Ohio
$859K +$847K +35,065 New
AF
344
Apollon Financial
South Carolina
$840K -$49.5K -2,050 -6%
LWM
345
LongView Wealth Management
Georgia
$829K +$96.9K +4,010 +13%
PTC
346
Private Trust Company
Ohio
$822K -$5.68K -235 -0.7%
MFWP
347
Mosaic Family Wealth Partners
Missouri
$819K +$846 +35 +0.1%
AWA
348
Amplius Wealth Advisors
Pennsylvania
$817K -$11K -455 -1%
KPWG
349
KFA Private Wealth Group
Virginia
$811K -$7.13K -295 -0.9%
CIA
350
Concurrent Investment Advisors
Florida
$810K -$486K -20,120 -38%