HDV

iShares Core High Dividend ETF

774 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 288 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
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
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
476
AQR Capital Management
Connecticut
$414K
PIA
477
Perennial Investment Advisors
California
$414K
SFG
478
Shum Financial Group
California
$414K
TA
479
TrueWealth Advisors
Alabama
$413K
MWM
480
Meridian Wealth Management
Kentucky
$411K
BCG
481
Bravias Capital Group
New Jersey
$410K
FWA
482
Flagship Wealth Advisors
Massachusetts
$407K
ST
483
Sageworth Trust
Pennsylvania
$407K
EPAM
484
Evelyn Partners Asset Management
$405K
Envestnet Portfolio Solutions
485
Envestnet Portfolio Solutions
Illinois
$403K
AOWM
486
Alpha Omega Wealth Management
Virginia
$402K
VNA
487
Valley National Advisers
Pennsylvania
$401K
TFGT
488
TS Financial Group (TSFG)
Illinois
$400K
ACM
489
AlphaStar Capital Management
North Carolina
$398K
CWS
490
Cypress Wealth Services
California
$395K
ICP
491
Interchange Capital Partners
Pennsylvania
$393K
HA
492
Hanover Advisors
South Carolina
$392K
WTA
493
Washington Trust Advisors
Massachusetts
$390K
WA
494
WBH Advisory
Maryland
$388K
PGFC
495
Peapack-Gladstone Financial Corp
New Jersey
$386K
DF
496
Dunhill Financial
United Kingdom
$385K
CWM
497
Concentrum Wealth Management
California
$381K
NEPWA
498
New England Private Wealth Advisors
Massachusetts
$377K
VFPW
499
Vantage Financial Partners (Wisconsin)
Wisconsin
$376K
WA
500
Wealthstar Advisors
Texas
$376K