HDV

iShares Core High Dividend ETF

800 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, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
PTC
376
Private Trust Company
Ohio
$748K
CWM
377
Cornerstone Wealth Management
Missouri
$740K
SWM
378
SHP Wealth Management
Massachusetts
$737K
MT
379
Midwest Trust
Kansas
$737K
VC
380
Vicus Capital
Pennsylvania
$732K
Bank of New York Mellon
381
Bank of New York Mellon
New York
$731K
HI
382
Human Investing
Oregon
$718K
BDF
383
Black Diamond Financial
Maryland
$713K
IWA
384
Inspirion Wealth Advisors
Illinois
$711K
First Manhattan
385
First Manhattan
New York
$711K
SVWAG
386
Sound View Wealth Advisors Group
Georgia
$702K
BWL
387
Bogart Wealth LLC
Virginia
$699K
Bank of Nova Scotia
388
Bank of Nova Scotia
Ontario, Canada
$697K
DCM
389
Dudley Capital Management
Virginia
$688K
BCA
390
Bay Colony Advisors
Massachusetts
$679K
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$678K
IPAM
392
Investment Partners Asset Management
New Jersey
$675K
MCC
393
Money Concepts Capital
Florida
$673K
CWA
394
Crusonia Wealth Advisors
Colorado
$669K
CAS
395
Coppell Advisory Solutions
Texas
$668K
BI
396
Breachway Investments
Rhode Island
$668K
CD
397
Chapin Davis
Maryland
$667K
WA
398
Wealth Alliance
New York
$660K
WIC
399
Woodmont Investment Counsel
Tennessee
$657K
FFN
400
Focus Financial Network
Minnesota
$653K