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
NB
351
Northwest Bancshares
Pennsylvania
$875K
CIA
352
Concurrent Investment Advisors
Florida
$871K
WP
353
WealthShield Partners
North Carolina
$870K
KPWG
354
KFA Private Wealth Group
Virginia
$869K
JF
355
JSF Financial
California
$862K
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$860K
LWM
357
LongView Wealth Management
Georgia
$859K
CPW
358
Cove Private Wealth
New York
$850K
VHAM
359
Van Hulzen Asset Management
California
$850K
OCM
360
Orleans Capital Management
Louisiana
$849K
AF
361
Apollon Financial
South Carolina
$828K
AWA
362
Amplius Wealth Advisors
Pennsylvania
$812K
MFWP
363
Mosaic Family Wealth Partners
Missouri
$801K
JCM
364
Jacobi Capital Management
Pennsylvania
$797K
CC
365
Climber Capital
Switzerland
$790K
EW
366
Evoke Wealth
California
$782K
CA
367
Clearstead Advisors
Ohio
$782K
PTC
368
Philadelphia Trust Company
Pennsylvania
$780K
AL
369
Aspiriant LLC
California
$775K
SPC
370
Spirepoint Private Client
Florida
$764K
LIM
371
Leavell Investment Management
Alabama
$763K
SI
372
Stephens Inc
Arkansas
$761K
OC
373
Oppenheimer & Co
New York
$756K
AWA
374
American Wealth Advisors
Georgia
$749K
PTC
375
Private Trust Company
Ohio
$748K