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HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$812K -$59K -2,215 -7%
CIS
402
Custom Index Systems
New York
$811K +$394K +14,820 +98%
BCA
403
Bay Colony Advisors
Massachusetts
$810K +$51.8K +1,945 +7%
SVWAG
404
Sound View Wealth Advisors Group
Georgia
$807K +$23.4K +880 +3%
NS
405
NBC Securities
Alabama
$799K -$234K -8,775 -23%
BDF
406
Black Diamond Financial
Maryland
$796K
MT
407
Midwest Trust
Kansas
$789K -$32.1K -1,205 -4%
PVAMC
408
PPS&V Asset Management Consultants
Michigan
$788K +$64.3K +2,415 +9%
SWM
409
SHP Wealth Management
Massachusetts
$788K -$34.2K -1,285 -4%
GCA
410
Gallagher Capital Advisors
Texas
$787K +$3.86M +144,940 New
First Manhattan
411
First Manhattan
New York
$786K -$6.66K -250 -0.9%
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$778K
IWA
413
Inspirion Wealth Advisors
Illinois
$773K -$20K -750 -3%
BI
414
Breachway Investments
Rhode Island
$770K +$34.2K +1,285 +5%
DCM
415
Dudley Capital Management
Virginia
$768K
GS
416
GWN Securities
Florida
$761K +$34.5K +1,295 +5%
MAMG
417
Milestone Asset Management Group
Connecticut
$752K +$102K +3,830 +16%
WIC
418
Woodmont Investment Counsel
Tennessee
$747K +$13.4K +505 +2%
CWA
419
Crusonia Wealth Advisors
Colorado
$747K
CD
420
Chapin Davis
Maryland
$745K
IPAM
421
Investment Partners Asset Management
New Jersey
$742K -$11.3K -425 -2%
IFG
422
Independent Financial Group
California
$735K +$161K +6,060 +29%
MFWP
423
Mosaic Family Wealth Partners
Missouri
$730K -$161K -6,050 -18%
Lazard Asset Management
424
Lazard Asset Management
New York
$719K
SWM
425
Spire Wealth Management
Virginia
$719K -$5.19K -195 -0.7%