HDV icon

iShares Core High Dividend ETF

747 hedge funds and large institutions have $4.61B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 279 increasing their positions, 254 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $4.88B → $4.61B (-$276M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
747
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
$102M
Puts
$1.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
RFG Advisory
Alabama
$455K
QCM
427
Quantinno Capital Management
New York
$453K
VC
428
Vicus Capital
Pennsylvania
$452K
MWP
429
Madison Wealth Partners
Wisconsin
$447K
HCM
430
Hengehold Capital Management
Ohio
$446K
ZIG
431
Zullo Investment Group
Pennsylvania
$439K
ET
432
Equitable Trust
Tennessee
$438K
FFS
433
Founders Financial Securities
Maryland
$438K
CA
434
Continuum Advisory
Idaho
$437K
GWP
435
Gateway Wealth Partners
Wisconsin
$434K
CAS
436
Coppell Advisory Solutions
Texas
$433K
CCM
437
Coldstream Capital Management
Washington
$427K
RSF
438
Rik Saylor Financial
Ohio
$426K
SWA
439
Stratos Wealth Advisors
Ohio
$426K
GWM
440
Geneos Wealth Management
Colorado
$425K
NGA
441
Naples Global Advisors
Florida
$424K
MOS
442
MGO One Seven
Ohio
$423K
SFA
443
Sequoia Financial Advisors
Ohio
$422K
FCM
444
Firestone Capital Management
Florida
$422K
TSWM
445
Tyler-Stone Wealth Management
Ohio
$421K
LPAM
446
Lodestar Private Asset Management
California
$419K
CWM
447
Concentrum Wealth Management
California
$415K
CAL
448
Capital Analysts LLC
Pennsylvania
$414K
EFM
449
Eley Financial Management
Vermont
$412K
GP
450
Greenline Partners
New York
$410K