HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
SFP
476
Shepherd Financial Partners
Massachusetts
$441K
BRWA
477
B. Riley Wealth Advisors
Florida
$439K
FCM
478
Firestone Capital Management
Florida
$438K
Envestnet Portfolio Solutions
479
Envestnet Portfolio Solutions
Illinois
$436K
NGA
480
Naples Global Advisors
Florida
$434K
PPWM
481
Premier Private Wealth Management
Florida
$431K
HSA
482
HBK Sorce Advisory
Pennsylvania
$429K
AFP
483
Ausdal Financial Partners
Iowa
$427K
GP
484
Greenline Partners
New York
$425K
PWP
485
Pursue Wealth Partners
California
$425K
EFM
486
Eley Financial Management
Vermont
$422K
MWM
487
Mission Wealth Management
California
$421K
PWA
488
Phoenix Wealth Advisors
North Carolina
$416K
SFG
489
Shum Financial Group
California
$416K
MWP
490
Madison Wealth Partners
Wisconsin
$414K
TA
491
TrueWealth Advisors
Alabama
$410K
CSP
492
Cary Street Partners
Virginia
$408K
PIA
493
Perennial Investment Advisors
California
$407K
SIP
494
Snowwater Investment Partners
Connecticut
$407K
FWA
495
Flagship Wealth Advisors
Massachusetts
$406K
BCM
496
Becker Capital Management
Oregon
$406K
CFS
497
Compass Financial Services
Iowa
$405K
VNA
498
Valley National Advisers
Pennsylvania
$405K
FT
499
Fiduciary Trust
Massachusetts
$405K
ST
500
Sageworth Trust
Pennsylvania
$404K