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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
MM
451
Meridian Management
Arkansas
$486K
NWA
452
Navis Wealth Advisors
New York
$484K +$484K +19,920 New
CHAM
453
Clear Harbor Asset Management
Connecticut
$482K +$238K +9,795 +98%
TIAA Trust, National Association
454
TIAA Trust, National Association
North Carolina
$479K -$19K -780 -4%
GWMR
455
GC Wealth Management RIA
Massachusetts
$476K
PSF
456
Pacific Sun Financial
California
$475K -$29.2K -1,200 -6%
BF
457
Baring Financial
Washington
$473K -$89.1K -3,665 -16%
SFG
458
SNS Financial Group
Minnesota
$471K +$31.4K +1,290 +7%
1NWS
459
1 North Wealth Services
Maryland
$470K +$5.96K +245 +1%
SWA
460
Sax Wealth Advisors
New Jersey
$470K -$3.04K -125 -0.6%
AWC
461
Abundance Wealth Counselors
Pennsylvania
$469K +$469K +19,300 New
SWM
462
Steinberganna Wealth Management
New York
$467K +$4.38K +180 +0.9%
FFS
463
Founders Financial Securities
Maryland
$467K +$51.2K +2,105 +12%
MCCP
464
Mission Creek Capital Partners
California
$465K -$71K -2,920 -13%
HCM
465
Hengehold Capital Management
Ohio
$465K +$1.46K +60 +0.3%
SWA
466
Stratos Wealth Advisors
Ohio
$463K -$365 -15 -0.1%
LPAM
467
Lodestar Private Asset Management
California
$462K -$22.6K -930 -5%
TVAMP
468
Tennessee Valley Asset Management Partners
Tennessee
$461K +$3.28K +135 +0.7%
ZIG
469
Zullo Investment Group
Pennsylvania
$456K
ET
470
Equitable Trust
Tennessee
$455K
RBFC
471
Roman Butler Fullerton & Co
Missouri
$454K +$329K +13,545 +71%
CIA
472
Capital Investment Advisors
Georgia
$450K +$21.6K +890 +5%
EWS
473
Evergreen Wealth Solutions
Pennsylvania
$450K +$133K +5,460 +42%
SF
474
Symphony Financial
Texas
$449K +$167K +6,855 +60%
MWM
475
Meridian Wealth Management
Kentucky
$447K +$39.3K +1,615 +10%