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
AWMG
326
ADG Wealth Management Group
Louisiana
$937K
EW
327
Element Wealth
Mississippi
$932K
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$931K
PP
329
Patten & Patten
Tennessee
$913K
SC
330
SouthState Corp
Florida
$913K
BWL
331
Bogart Wealth LLC
Virginia
$899K
FWM
332
Forefront Wealth Management
Pennsylvania
$894K
NB
333
Northwest Bancshares
Pennsylvania
$893K
SIA
334
Soltis Investment Advisors
Utah
$889K
TC
335
Tacita Capital
Ontario, Canada
$888K
AFG
336
Albion Financial Group
Utah
$887K
Tudor Investment Corp
337
Tudor Investment Corp
Connecticut
$886K
CA
338
Cresta Advisors
Texas
$883K
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$879K
VHAM
340
Van Hulzen Asset Management
California
$867K
JF
341
JSF Financial
California
$859K
PWPS
342
Pinnacle Wealth Planning Services
Ohio
$859K
AF
343
Apollon Financial
South Carolina
$840K
LWM
344
LongView Wealth Management
Georgia
$829K
PTC
345
Private Trust Company
Ohio
$822K
MFWP
346
Mosaic Family Wealth Partners
Missouri
$819K
AWA
347
Amplius Wealth Advisors
Pennsylvania
$817K
KPWG
348
KFA Private Wealth Group
Virginia
$811K
CIA
349
Concurrent Investment Advisors
Florida
$810K
IC
350
IEQ Capital
California
$810K