HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
451
Clear Harbor Asset Management
Connecticut
$482K
TIAA Trust, National Association
452
TIAA Trust, National Association
North Carolina
$479K
GWMR
453
GC Wealth Management RIA
Massachusetts
$476K
PSF
454
Pacific Sun Financial
California
$475K
BF
455
Baring Financial
Washington
$473K
SFG
456
SNS Financial Group
Minnesota
$471K
1NWS
457
1 North Wealth Services
Maryland
$470K
SWA
458
Sax Wealth Advisors
New Jersey
$470K
AWC
459
Abundance Wealth Counselors
Pennsylvania
$469K
SWM
460
Steinberganna Wealth Management
New York
$467K
FFS
461
Founders Financial Securities
Maryland
$467K
MCCP
462
Mission Creek Capital Partners
California
$465K
HCM
463
Hengehold Capital Management
Ohio
$465K
SWA
464
Stratos Wealth Advisors
Ohio
$463K
LPAM
465
Lodestar Private Asset Management
California
$462K
TVAMP
466
Tennessee Valley Asset Management Partners
Tennessee
$461K
ZIG
467
Zullo Investment Group
Pennsylvania
$456K
ET
468
Equitable Trust
Tennessee
$455K
RBFC
469
Roman Butler Fullerton & Co
Missouri
$454K
CIA
470
Capital Investment Advisors
Georgia
$450K
EWS
471
Evergreen Wealth Solutions
Pennsylvania
$450K
SF
472
Symphony Financial
Texas
$449K
MWM
473
Meridian Wealth Management
Kentucky
$447K
MOS
474
MGO One Seven
Ohio
$442K
RSF
475
Rik Saylor Financial
Ohio
$441K