HDV

iShares Core High Dividend ETF

800 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, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
AFG
351
Albion Financial Group
Utah
$876K
NB
352
Northwest Bancshares
Pennsylvania
$875K
CIA
353
Concurrent Investment Advisors
Florida
$871K
WP
354
WealthShield Partners
North Carolina
$870K
KPWG
355
KFA Private Wealth Group
Virginia
$869K
JF
356
JSF Financial
California
$862K
PWPS
357
Pinnacle Wealth Planning Services
Ohio
$860K
LWM
358
LongView Wealth Management
Georgia
$859K
CPW
359
Cove Private Wealth
New York
$850K
VHAM
360
Van Hulzen Asset Management
California
$850K
OCM
361
Orleans Capital Management
Louisiana
$849K
AF
362
Apollon Financial
South Carolina
$828K
AWA
363
Amplius Wealth Advisors
Pennsylvania
$812K
MFWP
364
Mosaic Family Wealth Partners
Missouri
$801K
JCM
365
Jacobi Capital Management
Pennsylvania
$797K
CC
366
Climber Capital
Switzerland
$790K
EW
367
Evoke Wealth
California
$782K
CA
368
Clearstead Advisors
Ohio
$782K
PTC
369
Philadelphia Trust Company
Pennsylvania
$780K
AL
370
Aspiriant LLC
California
$775K
SPC
371
Spirepoint Private Client
Florida
$764K
LIM
372
Leavell Investment Management
Alabama
$763K
SI
373
Stephens Inc
Arkansas
$761K
OC
374
Oppenheimer & Co
New York
$756K
AWA
375
American Wealth Advisors
Georgia
$749K