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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
OC
376
Oppenheimer & Co
New York
$756K +$95.6K +3,930 +14%
AWA
377
American Wealth Advisors
Georgia
$749K +$6.81K +280 +0.9%
PTC
378
Private Trust Company
Ohio
$748K -$68.7K -2,825 -8%
CWM
379
Cornerstone Wealth Management
Missouri
$740K -$3.04K -125 -0.4%
SWM
380
SHP Wealth Management
Massachusetts
$737K +$737K +30,300 New
MT
381
Midwest Trust
Kansas
$737K
VC
382
Vicus Capital
Pennsylvania
$732K +$174K +7,140 +31%
Bank of New York Mellon
383
Bank of New York Mellon
New York
$731K -$6.81K -280 -0.9%
HI
384
Human Investing
Oregon
$718K +$56.2K +2,310 +8%
BDF
385
Black Diamond Financial
Maryland
$713K
IWA
386
Inspirion Wealth Advisors
Illinois
$711K -$60.8K -2,500 -8%
First Manhattan
387
First Manhattan
New York
$711K
SVWAG
388
Sound View Wealth Advisors Group
Georgia
$702K -$222K -9,145 -24%
BWL
389
Bogart Wealth LLC
Virginia
$699K -$193K -7,955 -22%
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$697K +$126K +5,195 +22%
DCM
391
Dudley Capital Management
Virginia
$688K
BCA
392
Bay Colony Advisors
Massachusetts
$679K +$32.5K +1,335 +5%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$678K -$22.9K -940 -3%
IPAM
394
Investment Partners Asset Management
New Jersey
$675K -$9.97K -410 -1%
MCC
395
Money Concepts Capital
Florida
$673K -$23.5K -965 -3%
CWA
396
Crusonia Wealth Advisors
Colorado
$669K +$669K +27,515 New
CAS
397
Coppell Advisory Solutions
Texas
$668K +$95.5K +3,925 +17%
BI
398
Breachway Investments
Rhode Island
$668K +$667K +27,445 New
CD
399
Chapin Davis
Maryland
$667K
WA
400
Wealth Alliance
New York
$660K +$351K +14,420 +113%