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
CPW
351
Cove Private Wealth
New York
$850K
VHAM
352
Van Hulzen Asset Management
California
$850K
OCM
353
Orleans Capital Management
Louisiana
$849K
AF
354
Apollon Financial
South Carolina
$828K
AWA
355
Amplius Wealth Advisors
Pennsylvania
$812K
MFWP
356
Mosaic Family Wealth Partners
Missouri
$801K
JCM
357
Jacobi Capital Management
Pennsylvania
$797K
CC
358
Climber Capital
Switzerland
$790K
EW
359
Evoke Wealth
California
$782K
CA
360
Clearstead Advisors
Ohio
$782K
PTC
361
Philadelphia Trust Company
Pennsylvania
$780K
AL
362
Aspiriant LLC
California
$775K
SPC
363
Spirepoint Private Client
Florida
$764K
LIM
364
Leavell Investment Management
Alabama
$763K
SI
365
Stephens Inc
Arkansas
$761K
OC
366
Oppenheimer & Co
New York
$756K
AWA
367
American Wealth Advisors
Georgia
$749K
PTC
368
Private Trust Company
Ohio
$748K
CWM
369
Cornerstone Wealth Management
Missouri
$740K
MT
370
Midwest Trust
Kansas
$737K
VC
371
Vicus Capital
Pennsylvania
$732K
Bank of New York Mellon
372
Bank of New York Mellon
New York
$731K
HI
373
Human Investing
Oregon
$718K
BDF
374
Black Diamond Financial
Maryland
$713K
IWA
375
Inspirion Wealth Advisors
Illinois
$711K