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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
SWM
451
Steinberganna Wealth Management
New York
$466K +$459K +19,015 New
TVAMP
452
Tennessee Valley Asset Management Partners
Tennessee
$461K +$454K +18,805 New
RBFC
453
Roman Butler Fullerton & Co
Missouri
$459K +$725 +30 +0.2%
ZIG
454
Zullo Investment Group
Pennsylvania
$459K
ET
455
Equitable Trust
Tennessee
$458K
SFP
456
Shepherd Financial Partners
Massachusetts
$453K +$156K +6,460 +54%
MOS
457
MGO One Seven
Ohio
$452K +$9.54K +395 +2%
NW
458
NewEdge Wealth
Pennsylvania
$449K +$459K +18,985 New
EA
459
Everpar Advisors
Oklahoma
$446K +$125K +5,185 +40%
GWP
460
Gateway Wealth Partners
Wisconsin
$446K -$7.01K -290 -2%
RSF
461
Rik Saylor Financial
Ohio
$444K -$1.81K -75 -0.4%
NGA
462
Naples Global Advisors
Florida
$443K
SFG
463
SNS Financial Group
Minnesota
$443K -$61.7K -2,555 -12%
BCM
464
Becker Capital Management
Oregon
$442K +$436K +18,055 New
GWM
465
Geneos Wealth Management
Colorado
$442K -$1.57K -65 -0.4%
FCM
466
Firestone Capital Management
Florida
$441K
IA
467
Integrity Alliance
Iowa
$440K +$131K +5,420 +43%
BWM
468
Birchcreek Wealth Management
Ohio
$440K +$14.3K +590 +3%
SFA
469
Sequoia Financial Advisors
Ohio
$438K -$3.26K -135 -0.7%
AAS
470
Ameritas Advisory Services
Nebraska
$435K -$149K -6,165 -26%
EFM
471
Eley Financial Management
Vermont
$434K +$3.75K +155 +0.9%
CIA
472
Capital Investment Advisors
Georgia
$431K +$25.7K +1,065 +6%
GP
473
Greenline Partners
New York
$428K
PWP
474
Pursue Wealth Partners
California
$428K
CPW
475
Cove Private Wealth
New York
$423K