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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
MML Investors Services
26
MML Investors Services
Massachusetts
$41.3M -$346K -12,995 -0.8%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$35.1M -$2.58M -96,900 -7%
TA
28
Townsend & Associates
Colorado
$35.1M -$5.39M -202,590 -13%
PAG
29
Private Advisor Group
New Jersey
$34.9M +$19.8M +744,710 +138%
AllianceBernstein
30
AllianceBernstein
Tennessee
$34.4M +$1.26M +47,495 +3%
DC
31
Davenport & Co
Virginia
$33.2M +$2.79M +104,830 +9%
SS
32
SBI Securities
Japan
$32.7M +$418K +15,685 +1%
RW
33
Regimen Wealth
Georgia
$31.9M +$885K +33,230 +3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$30M -$5.74M -215,535 -16%
KAS
35
Kestra Advisory Services
Texas
$27.8M +$2.58M +96,945 +10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$27.4M -$559K -21,010 -2%
ASN
37
Advisory Services Network
Georgia
$26.8M +$1.98M +74,485 +8%
WBG
38
Wharton Business Group
Pennsylvania
$26.1M +$188K +7,075 +0.7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$24.9M +$1.38M +51,965 +6%
VCS
40
Vaughan & Co Securities
New Jersey
$24.7M -$585K -21,995 -2%
SB
41
Simmons Bank
Arkansas
$23.9M -$2.64M -99,050 -10%
HWM
42
HB Wealth Management
Georgia
$22.8M +$1.26M +47,245 +6%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$22.8M +$21.9M +823,520 +5,060%
Stifel Financial
44
Stifel Financial
Missouri
$22.4M -$2.87M -107,910 -12%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$22.2M +$412K +15,470 +2%
WA
46
Waverly Advisors
Alabama
$21.9M -$244K -9,155 -1%
PP
47
Prudential plc
United Kingdom
$21.3M +$20.9M +785,000 New
Cerity Partners
48
Cerity Partners
New York
$21.2M +$468K +17,590 +2%
SM
49
Sweeney & Michel
California
$21M +$488K +18,350 +2%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$20.9M +$897K +33,710 +5%