HDV

iShares Core High Dividend ETF

774 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, 288 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
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
SWM
426
Silverlake Wealth Management
Vermont
$511K
BRWA
427
B. Riley Wealth Advisors
Florida
$511K
ES
428
Eagle Strategies
New York
$508K
NFSG
429
Newbridge Financial Services Group
Florida
$508K
PSF
430
Pacific Sun Financial
California
$508K
AFG
431
Atomi Financial Group
New York
$506K
TC
432
Trust Company
Kansas
$506K
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$501K
CBA
434
Coastal Bridge Advisors
Connecticut
$500K
FSA
435
Fort Sheridan Advisors
Illinois
$499K
HWA
436
HCR Wealth Advisors
California
$497K
SWRP
437
Summit Wealth & Retirement Planning
California
$495K
MM
438
Meridian Management
Arkansas
$490K
HZ
439
Hixon Zuercher
Ohio
$489K
LPAM
440
Lodestar Private Asset Management
California
$488K
RIA
441
Richwood Investment Advisors
Ohio
$484K
GWMR
442
GC Wealth Management RIA
Massachusetts
$479K
SWA
443
Sax Wealth Advisors
New Jersey
$477K
MWP
444
Madison Wealth Partners
Wisconsin
$469K
1NWS
445
1 North Wealth Services
Maryland
$468K
SWA
446
Stratos Wealth Advisors
Ohio
$467K
HCM
447
Hengehold Capital Management
Ohio
$467K
SWM
448
Steinberganna Wealth Management
New York
$466K
TVAMP
449
Tennessee Valley Asset Management Partners
Tennessee
$461K
RBFC
450
Roman Butler Fullerton & Co
Missouri
$459K