HDV

iShares Core High Dividend ETF

799 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, 319 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
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
CWM
376
Cornerstone Wealth Management
Missouri
$740K
SWM
377
SHP Wealth Management
Massachusetts
$737K
MT
378
Midwest Trust
Kansas
$737K
VC
379
Vicus Capital
Pennsylvania
$732K
Bank of New York Mellon
380
Bank of New York Mellon
New York
$731K
HI
381
Human Investing
Oregon
$718K
BDF
382
Black Diamond Financial
Maryland
$713K
IWA
383
Inspirion Wealth Advisors
Illinois
$711K
First Manhattan
384
First Manhattan
New York
$711K
SVWAG
385
Sound View Wealth Advisors Group
Georgia
$702K
BWL
386
Bogart Wealth LLC
Virginia
$699K
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$697K
DCM
388
Dudley Capital Management
Virginia
$688K
BCA
389
Bay Colony Advisors
Massachusetts
$679K
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$678K
IPAM
391
Investment Partners Asset Management
New Jersey
$675K
MCC
392
Money Concepts Capital
Florida
$673K
CWA
393
Crusonia Wealth Advisors
Colorado
$669K
CAS
394
Coppell Advisory Solutions
Texas
$668K
BI
395
Breachway Investments
Rhode Island
$668K
CD
396
Chapin Davis
Maryland
$667K
WA
397
Wealth Alliance
New York
$660K
WIC
398
Woodmont Investment Counsel
Tennessee
$657K
FFN
399
Focus Financial Network
Minnesota
$653K
GS
400
GWN Securities
Florida
$650K