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HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
451
U.S. Capital Wealth Advisors
Texas
$618K +$5.32K +200 +0.9%
TC
452
Trust Company
Kansas
$614K
SFC
453
Strategic Financial Concepts
Texas
$604K +$371K +13,920 +167%
PWM
454
PMG Wealth Management
Illinois
$603K -$14.6K -550 -2%
SC
455
Savant Capital
Illinois
$602K -$41.5K -1,560 -7%
CA
456
CGN Advisors
Kansas
$596K -$17.4K -655 -3%
CIA
457
Capital Investment Advisors
Georgia
$594K +$90.4K +3,395 +18%
SF
458
Symphony Financial
Texas
$591K +$91.2K +3,425 +19%
BWM
459
Birchcreek Wealth Management
Ohio
$587K -$18.2K -685 -3%
FNWM
460
Financial Network Wealth Management
Utah
$586K
I
461
INVST
Indiana
$583K +$572K +21,475 New
WWM
462
Western Wealth Management
Colorado
$583K +$151K +5,670 +6%
BMA
463
Brooks Moore & Associates
Tennessee
$583K +$13.3K +500 +2%
SWRP
464
Summit Wealth & Retirement Planning
California
$573K +$14.9K +560 +3%
PCIA
465
Prime Capital Investment Advisors
Kansas
$570K +$270K +10,160 +94%
BFA
466
Beacon Financial Advisory
Ohio
$568K +$333K +12,515 +149%
FSA
467
Fort Sheridan Advisors
Illinois
$559K +$1.86K +70 +0.3%
FA
468
Flagstar Advisors
New York
$557K -$71.1K -2,670 -12%
QPWM
469
Quadrant Private Wealth Management
Pennsylvania
$549K +$539K +20,235 New
GWM
470
Geneos Wealth Management
Colorado
$546K -$10.9K -410 -2%
MM
471
Meridian Management
Arkansas
$543K
NWA
472
Navis Wealth Advisors
New York
$541K
CHAM
473
Clear Harbor Asset Management
Connecticut
$538K
1NWS
474
1 North Wealth Services
Maryland
$535K +$9.72K +365 +2%
GWMR
475
GC Wealth Management RIA
Massachusetts
$531K