HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
HWM
326
Hohimer Wealth Management
Washington
$987K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$985K
SFG
328
Sage Financial Group
Pennsylvania
$975K
FWM
329
Forefront Wealth Management
Pennsylvania
$974K
TWC
330
TD Waterhouse Canada
Ontario, Canada
$971K
GPW
331
Genesis Private Wealth
Virginia
$969K
SA
332
Sunesis Advisors
Kansas
$956K
PA
333
Pinnacle Associates
New York
$955K
CA
334
Cresta Advisors
Texas
$938K
SC
335
SouthState Corp
Florida
$931K
NS
336
NBC Securities
Alabama
$929K
EW
337
Element Wealth
Mississippi
$923K
SIA
338
Soltis Investment Advisors
Utah
$908K
CAL
339
Capital Analysts LLC
Pennsylvania
$907K
PP
340
Patten & Patten
Tennessee
$896K
TC
341
Tacita Capital
Ontario, Canada
$882K
WS
342
Wedbush Securities
California
$881K
AFG
343
Albion Financial Group
Utah
$876K
NB
344
Northwest Bancshares
Pennsylvania
$875K
CIA
345
Concurrent Investment Advisors
Florida
$871K
WP
346
WealthShield Partners
North Carolina
$870K
KPWG
347
KFA Private Wealth Group
Virginia
$869K
JF
348
JSF Financial
California
$862K
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$860K
LWM
350
LongView Wealth Management
Georgia
$859K