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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
351
IEQ Capital
California
$810K +$160K +6,605 +25%
IP
352
Investment Partners
Ohio
$810K +$1.81K +75 +0.2%
WS
353
Wedbush Securities
California
$805K +$362 +15 +0%
WP
354
WealthShield Partners
North Carolina
$792K
EW
355
Evoke Wealth
California
$787K +$777K +32,150 New
PTC
356
Philadelphia Trust Company
Pennsylvania
$786K
LOIP
357
Live Oak Investment Partners
Texas
$778K +$362K +14,995 +89%
JCM
358
Jacobi Capital Management
Pennsylvania
$770K +$24.4K +1,010 +3%
LIM
359
Leavell Investment Management
Alabama
$768K
Deutsche Bank
360
Deutsche Bank
Germany
$763K +$5.8K +240 +0.8%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$760K +$42.5K +1,760 +6%
IAN
362
Integrated Advisors Network
Texas
$754K -$9.06K -375 -1%
GS
363
GTS Securities
New York
$754K +$744K +30,770 New
AL
364
Aspiriant LLC
California
$752K +$438K +18,110 +144%
CWM
365
Cornerstone Wealth Management
Missouri
$748K -$1.09K -45 -0.1%
AWA
366
American Wealth Advisors
Georgia
$747K +$737K +30,505 New
IWA
367
Inspirion Wealth Advisors
Illinois
$747K +$60.4K +2,500 +9%
Bank of New York Mellon
368
Bank of New York Mellon
New York
$743K
MT
369
Midwest Trust
Kansas
$742K
Jane Street
370
Jane Street
New York
$735K +$725K +30,015 New
CA
371
Clearstead Advisors
Ohio
$733K +$21.9K +905 +3%
BDF
372
Black Diamond Financial
Maryland
$718K
First Manhattan
373
First Manhattan
New York
$715K -$15.1K -625 -2%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$705K -$47.4K -1,960 -6%
MCC
375
Money Concepts Capital
Florida
$701K -$17.5K -725 -2%