HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
SWM
451
Steinberganna Wealth Management
New York
$467K
FFS
452
Founders Financial Securities
Maryland
$467K
MCCP
453
Mission Creek Capital Partners
California
$465K
HCM
454
Hengehold Capital Management
Ohio
$465K
SWA
455
Stratos Wealth Advisors
Ohio
$463K
LPAM
456
Lodestar Private Asset Management
California
$462K
TVAMP
457
Tennessee Valley Asset Management Partners
Tennessee
$461K
ZIG
458
Zullo Investment Group
Pennsylvania
$456K
ET
459
Equitable Trust
Tennessee
$455K
RBFC
460
Roman Butler Fullerton & Co
Missouri
$454K
CIA
461
Capital Investment Advisors
Georgia
$450K
EWS
462
Evergreen Wealth Solutions
Pennsylvania
$450K
SF
463
Symphony Financial
Texas
$449K
MWM
464
Meridian Wealth Management
Kentucky
$447K
MOS
465
MGO One Seven
Ohio
$442K
RSF
466
Rik Saylor Financial
Ohio
$441K
SFP
467
Shepherd Financial Partners
Massachusetts
$441K
BRWA
468
B. Riley Wealth Advisors
Florida
$439K
FCM
469
Firestone Capital Management
Florida
$438K
Envestnet Portfolio Solutions
470
Envestnet Portfolio Solutions
Illinois
$436K
NGA
471
Naples Global Advisors
Florida
$434K
PPWM
472
Premier Private Wealth Management
Florida
$431K
HSA
473
HBK Sorce Advisory
Pennsylvania
$429K
AFP
474
Ausdal Financial Partners
Iowa
$427K
GP
475
Greenline Partners
New York
$425K