HDV

iShares Core High Dividend ETF

778 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMA
426
Brooks Moore & Associates
Tennessee
$514K
QCM
427
Quantinno Capital Management
New York
$511K
SWM
428
Silverlake Wealth Management
Vermont
$511K
BRWA
429
B. Riley Wealth Advisors
Florida
$511K
ES
430
Eagle Strategies
New York
$508K
NFSG
431
Newbridge Financial Services Group
Florida
$508K
PSF
432
Pacific Sun Financial
California
$508K
AFG
433
Atomi Financial Group
New York
$506K
TC
434
Trust Company
Kansas
$506K
TIAA Trust, National Association
435
TIAA Trust, National Association
North Carolina
$501K
CBA
436
Coastal Bridge Advisors
Connecticut
$500K
FSA
437
Fort Sheridan Advisors
Illinois
$499K
HWA
438
HCR Wealth Advisors
California
$497K
SWRP
439
Summit Wealth & Retirement Planning
California
$495K
MM
440
Meridian Management
Arkansas
$490K
HZ
441
Hixon Zuercher
Ohio
$489K
LPAM
442
Lodestar Private Asset Management
California
$488K
RIA
443
Richwood Investment Advisors
Ohio
$484K
GWMR
444
GC Wealth Management RIA
Massachusetts
$479K
SWA
445
Sax Wealth Advisors
New Jersey
$477K
MWP
446
Madison Wealth Partners
Wisconsin
$469K
1NWS
447
1 North Wealth Services
Maryland
$468K
SWA
448
Stratos Wealth Advisors
Ohio
$467K
HCM
449
Hengehold Capital Management
Ohio
$467K
SWM
450
Steinberganna Wealth Management
New York
$466K