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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
SPIA
26
Steward Partners Investment Advisory
New York
$36M +$471K +19,380 +1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$33.8M +$5.04M +207,245 +17%
AllianceBernstein
28
AllianceBernstein
Tennessee
$33.2M +$669K +27,510 +2%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$32.5M +$923K +37,965 +3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$30.8M +$25.5M +1,048,185 +477%
SS
31
SBI Securities
Japan
$28.9M -$596K -24,505 -2%
EGM
32
Engineers Gate Manager
New York
$28.1M +$28.1M +1,155,070 New
RW
33
Regimen Wealth
Georgia
$27.8M +$98.6K +4,055 +0.4%
DC
34
Davenport & Co
Virginia
$27.2M +$1.76M +72,305 +7%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$25.1M +$1.33M +54,630 +6%
SB
36
Simmons Bank
Arkansas
$23.8M -$731K -30,040 -3%
IA
37
IFP Advisors
Florida
$23.5M +$6M +246,800 +34%
WBG
38
Wharton Business Group
Pennsylvania
$23.2M +$105K +4,300 +0.5%
Stifel Financial
39
Stifel Financial
Missouri
$22.7M +$902K +37,100 +4%
VCS
40
Vaughan & Co Securities
New Jersey
$22.6M +$1.48M +60,835 +7%
KAS
41
Kestra Advisory Services
Texas
$22.6M +$1.5M +61,765 +7%
ASN
42
Advisory Services Network
Georgia
$22.2M +$879K +36,150 +4%
SM
43
Sweeney & Michel
California
$21.3M +$571K +23,490 +3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$21.1M -$456K -18,735 -2%
MYLI
45
Meiji Yasuda Life Insurance
Japan
$20.2M
Comerica Bank
46
Comerica Bank
Texas
$20M -$32.7K -1,345 -0.2%
WA
47
Waverly Advisors
Alabama
$19.9M -$770K -31,650 -4%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$19.5M +$374K +15,395 +2%
HWM
49
HB Wealth Management
Georgia
$19.3M -$361K -14,860 -2%
Creative Planning
50
Creative Planning
Kansas
$18.7M -$2.99M -122,890 -14%