HDV icon

iShares Core High Dividend ETF

764 hedge funds and large institutions have $4.86B invested in iShares Core High Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 240 increasing their positions, 265 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+36
Holders Change %
+4.95%
% of All Funds
10.17%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
108
Increased
240
Reduced
265
Closed
54
Calls
$10.3M
Puts
$1.38M
Net Calls
+$8.92M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
476
TS Financial Group (TSFG)
Illinois
$374K -$37.5K -334 -9%
MWM
477
Modera Wealth Management
New Jersey
$373K -$21.2K -189 -5%
ST
478
Sageworth Trust
Pennsylvania
$373K
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$16.8K -150 -4%
DAS
480
Dynamic Advisor Solutions
Arizona
$371K -$5.16K -46 -1%
FWA
481
Flagship Wealth Advisors
Massachusetts
$369K +$369K +3,291 New
CPIG
482
Chicago Partners Investment Group
Illinois
$368K +$3.59K +32 +1%
WP
483
WealthShield Partners
North Carolina
$366K -$421K -3,747 -53%
MOS
484
MGO One Seven
Ohio
$366K -$7.07K -63 -2%
SFG
485
Shum Financial Group
California
$365K +$17.6K +157 +5%
BCM
486
Brookstone Capital Management
Illinois
$361K -$77.6K -691 -18%
HA
487
Hanover Advisors
South Carolina
$359K -$17K -151 -5%
IWA
488
Icon Wealth Advisors
Texas
$358K +$358K +3,193 New
FA
489
Fountainhead AM
New Jersey
$358K +$358K +3,190 New
WTA
490
Washington Trust Advisors
Massachusetts
$357K
PIM
491
Penobscot Investment Management
Massachusetts
$355K -$174K -1,550 -33%
TNA
492
True North Advisors
Texas
$354K +$354K +3,156 New
C1AG
493
Client 1st Advisory Group
Florida
$354K -$19.6K -175 -5%
PFA
494
Pettinga Financial Advisors
Indiana
$354K +$105K +935 +42%
WA
495
WBH Advisory
Maryland
$353K -$21.3K -190 -6%
EFA
496
Evernest Financial Advisors
Indiana
$351K +$351K +3,128 New
BPAMU
497
BTG Pactual Asset Management US
New York
$349K
SIC
498
Sigma Investment Counselors
Michigan
$348K
CIA
499
Capital Investment Advisors
Georgia
$348K -$31.2K -278 -8%
MYIA
500
Mount Yale Investment Advisors
Colorado
$347K +$347K +3,087 New