HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
476
Pursue Wealth Partners
California
$425K
EFM
477
Eley Financial Management
Vermont
$422K
MWM
478
Mission Wealth Management
California
$421K
PWA
479
Phoenix Wealth Advisors
North Carolina
$416K
SFG
480
Shum Financial Group
California
$416K
MWP
481
Madison Wealth Partners
Wisconsin
$414K
TA
482
TrueWealth Advisors
Alabama
$410K
CSP
483
Cary Street Partners
Virginia
$408K
PIA
484
Perennial Investment Advisors
California
$407K
SIP
485
Snowwater Investment Partners
Connecticut
$407K
FWA
486
Flagship Wealth Advisors
Massachusetts
$406K
BCM
487
Becker Capital Management
Oregon
$406K
CFS
488
Compass Financial Services
Iowa
$405K
VNA
489
Valley National Advisers
Pennsylvania
$405K
FT
490
Fiduciary Trust
Massachusetts
$405K
ST
491
Sageworth Trust
Pennsylvania
$404K
EPAM
492
Evelyn Partners Asset Management
$402K
ES
493
Eagle Strategies
New York
$400K
AOWM
494
Alpha Omega Wealth Management
Virginia
$399K
OWAL
495
OakTrust Wealth Advisors, LLC
Connecticut
$399K
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$396K
CWS
497
Cypress Wealth Services
California
$392K
ICP
498
Interchange Capital Partners
Pennsylvania
$390K
HA
499
Hanover Advisors
South Carolina
$389K
TFGT
500
TS Financial Group (TSFG)
Illinois
$389K