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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
WIC
401
Woodmont Investment Counsel
Tennessee
$657K -$8.27K -340 -1%
FFN
402
Focus Financial Network
Minnesota
$653K +$1.09K +45 +0.2%
GS
403
GWN Securities
Florida
$650K +$108K +4,445 +20%
SWM
404
Spire Wealth Management
Virginia
$649K +$106K +4,375 +20%
PVAMC
405
PPS&V Asset Management Consultants
Michigan
$647K
Lazard Asset Management
406
Lazard Asset Management
New York
$645K
SFG
407
Sovereign Financial Group
Connecticut
$642K -$19.8K -815 -3%
BWM
408
BCS Wealth Management
Tennessee
$640K +$308K +12,645 +92%
AWA
409
Arete Wealth Advisors
Illinois
$639K -$7.9K -325 -1%
SFA
410
Sequoia Financial Advisors
Ohio
$628K +$193K +7,950 +44%
IAN
411
Integrated Advisors Network
Texas
$624K -$125K -5,120 -17%
DWP
412
Daymark Wealth Partners
Ohio
$624K +$1.7K +70 +0.3%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$624K +$624K +25,650 New
EA
414
Everpar Advisors
Oklahoma
$617K +$174K +7,155 +39%
HA
415
Helium Advisors
Washington
$617K -$33.1K -1,360 -5%
DJYG
416
David J. Yvars Group
Florida
$607K +$21.9K +900 +4%
Nomura Asset Management
417
Nomura Asset Management
Japan
$607K
IP
418
Investment Partners
Ohio
$596K -$208K -8,570 -26%
DWM
419
Destination Wealth Management
California
$593K
NP
420
NorthRock Partners
Minnesota
$591K
TA
421
Tectonic Advisors
Texas
$588K
MAMG
422
Milestone Asset Management Group
Connecticut
$581K +$334K +13,740 +135%
SC
423
Savant Capital
Illinois
$577K -$25.7K -1,055 -4%
RA
424
RFG Advisory
Alabama
$568K +$53.9K +2,215 +10%
FA
425
Flagstar Advisors
New York
$563K +$4.13K +170 +0.7%