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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$32.8M +$1.4M +58,080 +5%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$31.7M +$1.15M +47,695 +4%
SS
28
SBI Securities
Japan
$29.7M -$18.6K -770 -0.1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$29M +$34K +1,405 +0.1%
RW
30
Regimen Wealth
Georgia
$27.9M +$5.8K +240 +0%
DC
31
Davenport & Co
Virginia
$25.6M +$2.76M +114,310 +12%
SB
32
Simmons Bank
Arkansas
$24.7M +$132K +5,445 +0.5%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$24.5M +$24.1M +997,320 +21,063%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$23.9M -$607K -25,110 -3%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$23.9M +$1.49M +61,810 +7%
WBG
36
Wharton Business Group
Pennsylvania
$23.3M -$625K -25,850 -3%
Stifel Financial
37
Stifel Financial
Missouri
$22M +$848K +35,100 +4%
Creative Planning
38
Creative Planning
Kansas
$21.9M -$408K -16,880 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$21.7M +$2.42M +100,080 +13%
Goldman Sachs
40
Goldman Sachs
New York
$21.5M +$3.91M +161,850 +23%
ASN
41
Advisory Services Network
Georgia
$21.4M +$4.05M +167,515 +24%
VCS
42
Vaughan & Co Securities
New Jersey
$21.3M +$769K +31,810 +4%
KAS
43
Kestra Advisory Services
Texas
$21.2M +$2.42K +100 +0%
WA
44
Waverly Advisors
Alabama
$20.8M -$712K -29,465 -3%
MYLI
45
Meiji Yasuda Life Insurance
Japan
$20.3M
Comerica Bank
46
Comerica Bank
Texas
$20.2M +$601K +24,855 +3%
HWM
47
HB Wealth Management
Georgia
$19.8M +$89.5K +3,705 +0.5%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$19.3M -$157K -6,495 -0.8%
SM
49
Sweeney & Michel
California
$17.9M +$29.7K +1,230 +0.2%
IA
50
IFP Advisors
Florida
$17.6M +$8.84M +365,870 +103%