We are live on ! Find out more
HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
376
Dudley Capital Management
Virginia
$693K -$21.1K -875 -3%
IPAM
377
Investment Partners Asset Management
New Jersey
$690K -$483 -20 -0.1%
CD
378
Chapin Davis
Maryland
$672K
WIC
379
Woodmont Investment Counsel
Tennessee
$670K -$6.04K -250 -0.9%
SFG
380
Sovereign Financial Group
Connecticut
$667K -$11.6K -480 -2%
HI
381
Human Investing
Oregon
$666K +$5.92K +245 +0.9%
OC
382
Oppenheimer & Co
New York
$665K +$123K +5,090 +23%
GWSG
383
GPS Wealth Strategies Group
Colorado
$665K +$31.7K +1,310 +5%
CGH
384
Crossmark Global Holdings
Texas
$660K +$157K +6,505 +32%
FFN
385
Focus Financial Network
Minnesota
$656K -$846 -35 -0.1%
HA
386
Helium Advisors
Washington
$654K +$3.02K +125 +0.5%
AWA
387
Arete Wealth Advisors
Illinois
$652K +$121 +5 +0%
PVAMC
388
PPS&V Asset Management Consultants
Michigan
$651K
BCA
389
Bay Colony Advisors
Massachusetts
$651K +$57.8K +2,390 +10%
Lazard Asset Management
390
Lazard Asset Management
New York
$649K
FTWA
391
Fifth Third Wealth Advisors
Ohio
$646K +$27.8K +1,150 +5%
TSS
392
Two Sigma Securities
New York
$630K -$563K -23,285 -48%
DWP
393
Daymark Wealth Partners
Ohio
$627K -$2.42K -100 -0.4%
AWM
394
Axxcess Wealth Management
California
$626K +$967 +40 +0.2%
Nomura Asset Management
395
Nomura Asset Management
Japan
$611K
SC
396
Savant Capital
Illinois
$607K +$20.2K +835 +3%
IFG
397
Independent Financial Group
California
$605K +$35.6K +1,475 +6%
DWM
398
Destination Wealth Management
California
$597K +$119K +4,910 +25%
NP
399
NorthRock Partners
Minnesota
$595K +$27.2K +1,125 +5%
TA
400
Tectonic Advisors
Texas
$593K -$12.7K -525 -2%