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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
MWM
476
Mission Wealth Management
California
$421K +$5.07K +210 +1%
CA
477
Continuum Advisory
Idaho
$419K -$37.1K -1,535 -8%
FFS
478
Founders Financial Securities
Maryland
$418K -$38.7K -1,600 -9%
AQR Capital Management
479
AQR Capital Management
Connecticut
$414K +$12.1K +500 +3%
PIA
480
Perennial Investment Advisors
California
$414K
SFG
481
Shum Financial Group
California
$414K +$408K +16,890 New
TA
482
TrueWealth Advisors
Alabama
$413K
MWM
483
Meridian Wealth Management
Kentucky
$411K +$1.81K +75 +0.4%
BCG
484
Bravias Capital Group
New Jersey
$410K +$405K +16,740 New
FWA
485
Flagship Wealth Advisors
Massachusetts
$407K +$1.45K +60 +0.4%
ST
486
Sageworth Trust
Pennsylvania
$407K
EPAM
487
Evelyn Partners Asset Management
$405K
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$403K -$88K -3,640 -18%
AOWM
489
Alpha Omega Wealth Management
Virginia
$402K -$19.6K -810 -5%
VNA
490
Valley National Advisers
Pennsylvania
$401K +$1.45K +60 +0.4%
TFGT
491
TS Financial Group (TSFG)
Illinois
$400K -$7.49K -310 -2%
ACM
492
AlphaStar Capital Management
North Carolina
$398K
CWS
493
Cypress Wealth Services
California
$395K +$242 +10 +0.1%
ICP
494
Interchange Capital Partners
Pennsylvania
$393K +$9.79K +405 +3%
HA
495
Hanover Advisors
South Carolina
$392K
WTA
496
Washington Trust Advisors
Massachusetts
$390K
WA
497
WBH Advisory
Maryland
$388K +$846 +35 +0.2%
PGFC
498
Peapack-Gladstone Financial Corp
New Jersey
$386K +$139K +5,750 +57%
DF
499
Dunhill Financial
United Kingdom
$385K -$315K -13,025 -45%
CWM
500
Concentrum Wealth Management
California
$381K -$52K -2,150 -12%