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
FLPIM
426
F.L. Putnam Investment Management
Massachusetts
$560K
IWN
427
Independent Wealth Network
Iowa
$554K
PWM
428
PMG Wealth Management
Illinois
$553K
CA
429
CGN Advisors
Kansas
$550K
TC
430
Trust Company
Kansas
$550K
USCWA
431
U.S. Capital Wealth Advisors
Texas
$549K
Northern Trust
432
Northern Trust
Illinois
$548K
PIM
433
Penobscot Investment Management
Massachusetts
$547K
CA
434
Chatterton & Associates
California
$546K
BWM
435
Birchcreek Wealth Management
Ohio
$543K
FTWA
436
Fifth Third Wealth Advisors
Ohio
$540K
ATPW
437
Ashton Thomas Private Wealth
Arizona
$529K
FNWM
438
Financial Network Wealth Management
Utah
$525K
AFG
439
Atomi Financial Group
New York
$524K
BMA
440
Brooks Moore & Associates
Tennessee
$510K
SWM
441
Silverlake Wealth Management
Vermont
$509K
RIA
442
Richwood Investment Advisors
Ohio
$508K
SWRP
443
Summit Wealth & Retirement Planning
California
$500K
GWM
444
Geneos Wealth Management
Colorado
$499K
FSA
445
Fort Sheridan Advisors
Illinois
$499K
CBA
446
Coastal Bridge Advisors
Connecticut
$497K
HWA
447
HCR Wealth Advisors
California
$493K
HZ
448
Hixon Zuercher
Ohio
$488K
MM
449
Meridian Management
Arkansas
$486K
NWA
450
Navis Wealth Advisors
New York
$484K