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HDV

iShares Core High Dividend ETF

808 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 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Tacita Capital
Ontario, Canada
$882K
WS
352
Wedbush Securities
California
$881K +$82.1K +3,375 +10%
AFG
353
Albion Financial Group
Utah
$876K -$4.86K -200 -0.6%
NB
354
Northwest Bancshares
Pennsylvania
$875K -$11.7K -480 -1%
CIA
355
Concurrent Investment Advisors
Florida
$871K +$65.9K +2,710 +8%
WP
356
WealthShield Partners
North Carolina
$870K +$83.2K +3,420 +11%
KPWG
357
KFA Private Wealth Group
Virginia
$869K +$64K +2,630 +8%
JF
358
JSF Financial
California
$862K +$8.51K +350 +1%
PWPS
359
Pinnacle Wealth Planning Services
Ohio
$860K +$6.81K +280 +0.8%
LWM
360
LongView Wealth Management
Georgia
$859K +$19.5K +800 +2%
CPW
361
Cove Private Wealth
New York
$850K +$430K +17,695 +103%
VHAM
362
Van Hulzen Asset Management
California
$850K -$11.8K -485 -1%
OCM
363
Orleans Capital Management
Louisiana
$849K +$849K +34,905 New
AF
364
Apollon Financial
South Carolina
$828K -$6.08K -250 -0.7%
AWA
365
Amplius Wealth Advisors
Pennsylvania
$812K
MFWP
366
Mosaic Family Wealth Partners
Missouri
$801K -$15.9K -655 -2%
JCM
367
Jacobi Capital Management
Pennsylvania
$797K +$31.6K +1,300 +4%
CC
368
Climber Capital
Switzerland
$790K +$790K +32,500 New
EW
369
Evoke Wealth
California
$782K
CA
370
Clearstead Advisors
Ohio
$782K +$53.9K +2,215 +7%
PTC
371
Philadelphia Trust Company
Pennsylvania
$780K
AL
372
Aspiriant LLC
California
$775K +$28.7K +1,180 +4%
SPC
373
Spirepoint Private Client
Florida
$764K +$415K +17,075 +119%
LIM
374
Leavell Investment Management
Alabama
$763K
SI
375
Stephens Inc
Arkansas
$761K -$1.59M -65,500 -68%