HDV icon

iShares Core High Dividend ETF

772 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 73 funds opening new positions, 288 increasing their positions, 246 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
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
SFG
476
Shum Financial Group
California
$414K
TA
477
TrueWealth Advisors
Alabama
$413K
MWM
478
Meridian Wealth Management
Kentucky
$411K
BCG
479
Bravias Capital Group
New Jersey
$410K
FWA
480
Flagship Wealth Advisors
Massachusetts
$407K
ST
481
Sageworth Trust
Pennsylvania
$407K
EPAM
482
Evelyn Partners Asset Management
$405K
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$403K
AOWM
484
Alpha Omega Wealth Management
Virginia
$402K
VNA
485
Valley National Advisers
Pennsylvania
$401K
TFGT
486
TS Financial Group (TSFG)
Illinois
$400K
ACM
487
AlphaStar Capital Management
North Carolina
$398K
CWS
488
Cypress Wealth Services
California
$395K
ICP
489
Interchange Capital Partners
Pennsylvania
$393K
HA
490
Hanover Advisors
South Carolina
$392K
WTA
491
Washington Trust Advisors
Massachusetts
$390K
WA
492
WBH Advisory
Maryland
$388K
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$386K
DF
494
Dunhill Financial
United Kingdom
$385K
CWM
495
Concentrum Wealth Management
California
$381K
NEPWA
496
New England Private Wealth Advisors
Massachusetts
$377K
VFPW
497
Vantage Financial Partners (Wisconsin)
Wisconsin
$376K
WA
498
Wealthstar Advisors
Texas
$376K
CPA
499
Cathy Pareto & Associates
Florida
$376K
CNBTD
500
Citizens National Bank Trust Department
Mississippi
$370K