HDV

iShares Core High Dividend ETF

799 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 319 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
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
CT
326
Caldwell Trust
Florida
$1.02M
PAS
327
Park Avenue Securities
New York
$1.02M
LCG
328
Lakeshore Capital Group
Illinois
$1.01M
NFW
329
Noble Family Wealth
Florida
$1M
AWMG
330
ADG Wealth Management Group
Louisiana
$994K
RBC
331
Romano Brothers & Co
Illinois
$990K
TFA
332
Teamwork Financial Advisors
Texas
$987K
HWM
333
Hohimer Wealth Management
Washington
$987K
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$985K
SFG
335
Sage Financial Group
Pennsylvania
$975K
FWM
336
Forefront Wealth Management
Pennsylvania
$974K
TWC
337
TD Waterhouse Canada
Ontario, Canada
$971K
GPW
338
Genesis Private Wealth
Virginia
$969K
SA
339
Sunesis Advisors
Kansas
$956K
PA
340
Pinnacle Associates
New York
$955K
CA
341
Cresta Advisors
Texas
$938K
SC
342
SouthState Corp
Florida
$931K
NS
343
NBC Securities
Alabama
$929K
EW
344
Element Wealth
Mississippi
$923K
SIA
345
Soltis Investment Advisors
Utah
$908K
CAL
346
Capital Analysts LLC
Pennsylvania
$907K
PP
347
Patten & Patten
Tennessee
$896K
TC
348
Tacita Capital
Ontario, Canada
$882K
WS
349
Wedbush Securities
California
$881K
AFG
350
Albion Financial Group
Utah
$876K