HDV

iShares Core High Dividend ETF

807 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
CA
326
Claro Advisors
Massachusetts
$1.06M
CIAS
327
CFS Investment Advisory Services
New Jersey
$1.05M
FHC
328
First Heartland Consultants
Missouri
$1.04M
CT
329
Caldwell Trust
Florida
$1.02M
PAS
330
Park Avenue Securities
New York
$1.02M
LCG
331
Lakeshore Capital Group
Illinois
$1.01M
NFW
332
Noble Family Wealth
Florida
$1M
AWMG
333
ADG Wealth Management Group
Louisiana
$994K
RBC
334
Romano Brothers & Co
Illinois
$990K
TFA
335
Teamwork Financial Advisors
Texas
$987K
HWM
336
Hohimer Wealth Management
Washington
$987K
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$985K
SFG
338
Sage Financial Group
Pennsylvania
$975K
FWM
339
Forefront Wealth Management
Pennsylvania
$974K
TWC
340
TD Waterhouse Canada
Ontario, Canada
$971K
GPW
341
Genesis Private Wealth
Virginia
$969K
SA
342
Sunesis Advisors
Kansas
$956K
PA
343
Pinnacle Associates
New York
$955K
CA
344
Cresta Advisors
Texas
$938K
SC
345
SouthState Corp
Florida
$931K
NS
346
NBC Securities
Alabama
$929K
EW
347
Element Wealth
Mississippi
$923K
SIA
348
Soltis Investment Advisors
Utah
$908K
CAL
349
Capital Analysts LLC
Pennsylvania
$907K
PP
350
Patten & Patten
Tennessee
$896K