HDV

iShares Core High Dividend ETF

774 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, 288 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
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
SVWAG
326
Sound View Wealth Advisors Group
Georgia
$931K
PP
327
Patten & Patten
Tennessee
$913K
SC
328
SouthState Corp
Florida
$913K
BWL
329
Bogart Wealth LLC
Virginia
$899K
FWM
330
Forefront Wealth Management
Pennsylvania
$894K
NB
331
Northwest Bancshares
Pennsylvania
$893K
SIA
332
Soltis Investment Advisors
Utah
$889K
TC
333
Tacita Capital
Ontario, Canada
$888K
AFG
334
Albion Financial Group
Utah
$887K
Tudor Investment Corp
335
Tudor Investment Corp
Connecticut
$886K
CA
336
Cresta Advisors
Texas
$883K
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
$879K
VHAM
338
Van Hulzen Asset Management
California
$867K
JF
339
JSF Financial
California
$859K
PWPS
340
Pinnacle Wealth Planning Services
Ohio
$859K
AF
341
Apollon Financial
South Carolina
$840K
LWM
342
LongView Wealth Management
Georgia
$829K
PTC
343
Private Trust Company
Ohio
$822K
MFWP
344
Mosaic Family Wealth Partners
Missouri
$819K
AWA
345
Amplius Wealth Advisors
Pennsylvania
$817K
KPWG
346
KFA Private Wealth Group
Virginia
$811K
CIA
347
Concurrent Investment Advisors
Florida
$810K
IC
348
IEQ Capital
California
$810K
IP
349
Investment Partners
Ohio
$810K
WS
350
Wedbush Securities
California
$805K