We are live on ! Find out more
HDV

iShares Core High Dividend ETF

808 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 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Claro Advisors
Massachusetts
$1.06M -$9.36K -385 -0.9%
CIAS
327
CFS Investment Advisory Services
New Jersey
$1.05M +$1.46K +60 +0.1%
FHC
328
First Heartland Consultants
Missouri
$1.04M +$12.4K +510 +1%
CT
329
Caldwell Trust
Florida
$1.02M +$65.2K +2,680 +7%
PAS
330
Park Avenue Securities
New York
$1.02M +$15.6K +640 +2%
LCG
331
Lakeshore Capital Group
Illinois
$1.01M +$6.45K +265 +0.6%
NFW
332
Noble Family Wealth
Florida
$1M +$14.6K +600 +1%
AWMG
333
ADG Wealth Management Group
Louisiana
$994K +$63K +2,590 +7%
RBC
334
Romano Brothers & Co
Illinois
$990K +$42.6K +1,750 +4%
TFA
335
Teamwork Financial Advisors
Texas
$987K -$62.3K -2,560 -6%
HWM
336
Hohimer Wealth Management
Washington
$987K -$486 -20 -0%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$985K +$230K +9,460 +30%
SFG
338
Sage Financial Group
Pennsylvania
$975K
FWM
339
Forefront Wealth Management
Pennsylvania
$974K +$86.2K +3,545 +10%
TWC
340
TD Waterhouse Canada
Ontario, Canada
$971K -$145K -5,970 -13%
GPW
341
Genesis Private Wealth
Virginia
$969K -$280K -11,530 -22%
SA
342
Sunesis Advisors
Kansas
$956K
PA
343
Pinnacle Associates
New York
$955K
CA
344
Cresta Advisors
Texas
$938K +$60.8K +2,500 +7%
SC
345
SouthState Corp
Florida
$931K +$24.3K +1,000 +3%
NS
346
NBC Securities
Alabama
$929K -$203K -8,355 -18%
EW
347
Element Wealth
Mississippi
$923K -$3.04K -125 -0.3%
SIA
348
Soltis Investment Advisors
Utah
$908K +$24.7K +1,015 +3%
CAL
349
Capital Analysts LLC
Pennsylvania
$907K +$333K +13,675 +58%
PP
350
Patten & Patten
Tennessee
$896K -$10.6K -435 -1%