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
SWM
401
Spire Wealth Management
Virginia
$649K
PVAMC
402
PPS&V Asset Management Consultants
Michigan
$647K
Lazard Asset Management
403
Lazard Asset Management
New York
$645K
SFG
404
Sovereign Financial Group
Connecticut
$642K
BWM
405
BCS Wealth Management
Tennessee
$640K
AWA
406
Arete Wealth Advisors
Illinois
$639K
SFA
407
Sequoia Financial Advisors
Ohio
$628K
IAN
408
Integrated Advisors Network
Texas
$624K
DWP
409
Daymark Wealth Partners
Ohio
$624K
FPAS
410
Focus Partners Advisor Solutions
Missouri
$624K
EA
411
Everpar Advisors
Oklahoma
$617K
HA
412
Helium Advisors
Washington
$617K
DJYG
413
David J. Yvars Group
Florida
$607K
Nomura Asset Management
414
Nomura Asset Management
Japan
$607K
IP
415
Investment Partners
Ohio
$596K
DWM
416
Destination Wealth Management
California
$593K
NP
417
NorthRock Partners
Minnesota
$591K
TA
418
Tectonic Advisors
Texas
$588K
MAMG
419
Milestone Asset Management Group
Connecticut
$581K
SC
420
Savant Capital
Illinois
$577K
RA
421
RFG Advisory
Alabama
$568K
FA
422
Flagstar Advisors
New York
$563K
VCP
423
Verus Capital Partners
Arizona
$562K
TPI
424
Trust Point Inc
Wisconsin
$562K
FLPIM
425
F.L. Putnam Investment Management
Massachusetts
$560K