HDV

iShares Core High Dividend ETF

778 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, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
CA
476
Continuum Advisory
Idaho
$419K
FFS
477
Founders Financial Securities
Maryland
$418K
AQR Capital Management
478
AQR Capital Management
Connecticut
$414K
PIA
479
Perennial Investment Advisors
California
$414K
SFG
480
Shum Financial Group
California
$414K
TA
481
TrueWealth Advisors
Alabama
$413K
MWM
482
Meridian Wealth Management
Kentucky
$411K
BCG
483
Bravias Capital Group
New Jersey
$410K
FWA
484
Flagship Wealth Advisors
Massachusetts
$407K
ST
485
Sageworth Trust
Pennsylvania
$407K
EPAM
486
Evelyn Partners Asset Management
$405K
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
$403K
AOWM
488
Alpha Omega Wealth Management
Virginia
$402K
VNA
489
Valley National Advisers
Pennsylvania
$401K
TFGT
490
TS Financial Group (TSFG)
Illinois
$400K
ACM
491
AlphaStar Capital Management
North Carolina
$398K
CWS
492
Cypress Wealth Services
California
$395K
ICP
493
Interchange Capital Partners
Pennsylvania
$393K
HA
494
Hanover Advisors
South Carolina
$392K
WTA
495
Washington Trust Advisors
Massachusetts
$390K
WA
496
WBH Advisory
Maryland
$388K
PGFC
497
Peapack-Gladstone Financial Corp
New Jersey
$386K
DF
498
Dunhill Financial
United Kingdom
$385K
CWM
499
Concentrum Wealth Management
California
$381K
NEPWA
500
New England Private Wealth Advisors
Massachusetts
$377K