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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
FNWM
426
Financial Network Wealth Management
Utah
$517K +$522K +21,610 New
BMA
427
Brooks Moore & Associates
Tennessee
$514K
QCM
428
Quantinno Capital Management
New York
$511K +$37.2K +1,540 +8%
SWM
429
Silverlake Wealth Management
Vermont
$511K +$1.57K +65 +0.3%
BRWA
430
B. Riley Wealth Advisors
Florida
$511K -$90.7K -3,755 -15%
ES
431
Eagle Strategies
New York
$508K -$604 -25 -0.1%
NFSG
432
Newbridge Financial Services Group
Florida
$508K +$19.1K +790 +4%
PSF
433
Pacific Sun Financial
California
$508K -$3.63K -150 -0.7%
AFG
434
Atomi Financial Group
New York
$506K -$34.3K -1,420 -6%
TC
435
Trust Company
Kansas
$506K +$79.1K +3,275 +19%
TIAA Trust, National Association
436
TIAA Trust, National Association
North Carolina
$501K +$118K +4,870 +31%
CBA
437
Coastal Bridge Advisors
Connecticut
$500K +$362 +15 +0.1%
FSA
438
Fort Sheridan Advisors
Illinois
$499K +$2.17K +90 +0.4%
HWA
439
HCR Wealth Advisors
California
$497K
SWRP
440
Summit Wealth & Retirement Planning
California
$495K +$2.05K +85 +0.4%
MM
441
Meridian Management
Arkansas
$490K
HZ
442
Hixon Zuercher
Ohio
$489K +$2.9K +120 +0.6%
LPAM
443
Lodestar Private Asset Management
California
$488K +$49.3K +2,040 +11%
RIA
444
Richwood Investment Advisors
Ohio
$484K -$4.23K -175 -0.9%
GWMR
445
GC Wealth Management RIA
Massachusetts
$479K +$242K +10,020 +105%
SWA
446
Sax Wealth Advisors
New Jersey
$477K -$326K -13,500 -41%
MWP
447
Madison Wealth Partners
Wisconsin
$469K +$967 +40 +0.2%
1NWS
448
1 North Wealth Services
Maryland
$468K -$68.9K -2,850 -13%
SWA
449
Stratos Wealth Advisors
Ohio
$467K +$21.4K +885 +5%
HCM
450
Hengehold Capital Management
Ohio
$467K +$1.09K +45 +0.2%