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
GS
401
GWN Securities
Florida
$650K
SWM
402
Spire Wealth Management
Virginia
$649K
PVAMC
403
PPS&V Asset Management Consultants
Michigan
$647K
Lazard Asset Management
404
Lazard Asset Management
New York
$645K
SFG
405
Sovereign Financial Group
Connecticut
$642K
BWM
406
BCS Wealth Management
Tennessee
$640K
AWA
407
Arete Wealth Advisors
Illinois
$639K
SFA
408
Sequoia Financial Advisors
Ohio
$628K
IAN
409
Integrated Advisors Network
Texas
$624K
DWP
410
Daymark Wealth Partners
Ohio
$624K
FPAS
411
Focus Partners Advisor Solutions
Missouri
$624K
EA
412
Everpar Advisors
Oklahoma
$617K
HA
413
Helium Advisors
Washington
$617K
DJYG
414
David J. Yvars Group
Florida
$607K
Nomura Asset Management
415
Nomura Asset Management
Japan
$607K
IP
416
Investment Partners
Ohio
$596K
DWM
417
Destination Wealth Management
California
$593K
NP
418
NorthRock Partners
Minnesota
$591K
TA
419
Tectonic Advisors
Texas
$588K
MAMG
420
Milestone Asset Management Group
Connecticut
$581K
SC
421
Savant Capital
Illinois
$577K
RA
422
RFG Advisory
Alabama
$568K
FA
423
Flagstar Advisors
New York
$563K
VCP
424
Verus Capital Partners
Arizona
$562K
TPI
425
Trust Point Inc
Wisconsin
$562K