HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
TC
351
Tacita Capital
Ontario, Canada
$882K
WS
352
Wedbush Securities
California
$881K
AFG
353
Albion Financial Group
Utah
$876K
NB
354
Northwest Bancshares
Pennsylvania
$875K
CIA
355
Concurrent Investment Advisors
Florida
$871K
WP
356
WealthShield Partners
North Carolina
$870K
KPWG
357
KFA Private Wealth Group
Virginia
$869K
JF
358
JSF Financial
California
$862K
PWPS
359
Pinnacle Wealth Planning Services
Ohio
$860K
LWM
360
LongView Wealth Management
Georgia
$859K
CPW
361
Cove Private Wealth
New York
$850K
VHAM
362
Van Hulzen Asset Management
California
$850K
OCM
363
Orleans Capital Management
Louisiana
$849K
AF
364
Apollon Financial
South Carolina
$828K
AWA
365
Amplius Wealth Advisors
Pennsylvania
$812K
MFWP
366
Mosaic Family Wealth Partners
Missouri
$801K
JCM
367
Jacobi Capital Management
Pennsylvania
$797K
CC
368
Climber Capital
Switzerland
$790K
EW
369
Evoke Wealth
California
$782K
CA
370
Clearstead Advisors
Ohio
$782K
PTC
371
Philadelphia Trust Company
Pennsylvania
$780K
AL
372
Aspiriant LLC
California
$775K
SPC
373
Spirepoint Private Client
Florida
$764K
LIM
374
Leavell Investment Management
Alabama
$763K
SI
375
Stephens Inc
Arkansas
$761K