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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
426
Trust Point Inc
Wisconsin
$562K
FLPIM
427
F.L. Putnam Investment Management
Massachusetts
$560K -$10.8K -445 -2%
IWN
428
Independent Wealth Network
Iowa
$554K +$7.54K +310 +1%
PWM
429
PMG Wealth Management
Illinois
$553K
CA
430
CGN Advisors
Kansas
$550K +$5.59K +230 +1%
TC
431
Trust Company
Kansas
$550K +$47.8K +1,965 +10%
USCWA
432
U.S. Capital Wealth Advisors
Texas
$549K -$18.2K -750 -3%
Northern Trust
433
Northern Trust
Illinois
$548K
PIM
434
Penobscot Investment Management
Massachusetts
$547K
CA
435
Chatterton & Associates
California
$546K +$546K +22,455 New
BWM
436
Birchcreek Wealth Management
Ohio
$543K +$106K +4,370 +24%
FTWA
437
Fifth Third Wealth Advisors
Ohio
$540K -$102K -4,180 -16%
ATPW
438
Ashton Thomas Private Wealth
Arizona
$529K -$2.8K -115 -0.5%
FNWM
439
Financial Network Wealth Management
Utah
$525K
AFG
440
Atomi Financial Group
New York
$524K +$21.2K +870 +4%
IFG
441
Independent Financial Group
California
$511K -$90.2K -3,710 -15%
BMA
442
Brooks Moore & Associates
Tennessee
$510K
SWM
443
Silverlake Wealth Management
Vermont
$509K +$2.07K +85 +0.4%
RIA
444
Richwood Investment Advisors
Ohio
$508K -$29.8K -1,225 -6%
SWRP
445
Summit Wealth & Retirement Planning
California
$500K +$8.27K +340 +2%
GWM
446
Geneos Wealth Management
Colorado
$499K +$60.2K +2,475 +14%
FSA
447
Fort Sheridan Advisors
Illinois
$499K +$2.92K +120 +0.6%
CBA
448
Coastal Bridge Advisors
Connecticut
$497K +$608 +25 +0.1%
HWA
449
HCR Wealth Advisors
California
$493K -$3.16K -130 -0.6%
HZ
450
Hixon Zuercher
Ohio
$488K +$2.19K +90 +0.5%