HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
OC
376
Oppenheimer & Co
New York
$756K
AWA
377
American Wealth Advisors
Georgia
$749K
PTC
378
Private Trust Company
Ohio
$748K
CWM
379
Cornerstone Wealth Management
Missouri
$740K
SWM
380
SHP Wealth Management
Massachusetts
$737K
MT
381
Midwest Trust
Kansas
$737K
VC
382
Vicus Capital
Pennsylvania
$732K
Bank of New York Mellon
383
Bank of New York Mellon
New York
$731K
HI
384
Human Investing
Oregon
$718K
BDF
385
Black Diamond Financial
Maryland
$713K
IWA
386
Inspirion Wealth Advisors
Illinois
$711K
First Manhattan
387
First Manhattan
New York
$711K
SVWAG
388
Sound View Wealth Advisors Group
Georgia
$702K
BWL
389
Bogart Wealth LLC
Virginia
$699K
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$697K
DCM
391
Dudley Capital Management
Virginia
$688K
BCA
392
Bay Colony Advisors
Massachusetts
$679K
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$678K
IPAM
394
Investment Partners Asset Management
New Jersey
$675K
MCC
395
Money Concepts Capital
Florida
$673K
CWA
396
Crusonia Wealth Advisors
Colorado
$669K
CAS
397
Coppell Advisory Solutions
Texas
$668K
BI
398
Breachway Investments
Rhode Island
$668K
CD
399
Chapin Davis
Maryland
$667K
WA
400
Wealth Alliance
New York
$660K