HDV

iShares Core High Dividend ETF

799 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 319 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
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
BRWA
476
B. Riley Wealth Advisors
Florida
$439K
FCM
477
Firestone Capital Management
Florida
$438K
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$436K
NGA
479
Naples Global Advisors
Florida
$434K
PPWM
480
Premier Private Wealth Management
Florida
$431K
HSA
481
HBK Sorce Advisory
Pennsylvania
$429K
AFP
482
Ausdal Financial Partners
Iowa
$427K
GP
483
Greenline Partners
New York
$425K
PWP
484
Pursue Wealth Partners
California
$425K
EFM
485
Eley Financial Management
Vermont
$422K
MWM
486
Mission Wealth Management
California
$421K
PWA
487
Phoenix Wealth Advisors
North Carolina
$416K
SFG
488
Shum Financial Group
California
$416K
MWP
489
Madison Wealth Partners
Wisconsin
$414K
TA
490
TrueWealth Advisors
Alabama
$410K
CSP
491
Cary Street Partners
Virginia
$408K
PIA
492
Perennial Investment Advisors
California
$407K
SIP
493
Snowwater Investment Partners
Connecticut
$407K
FWA
494
Flagship Wealth Advisors
Massachusetts
$406K
BCM
495
Becker Capital Management
Oregon
$406K
CFS
496
Compass Financial Services
Iowa
$405K
VNA
497
Valley National Advisers
Pennsylvania
$405K
FT
498
Fiduciary Trust
Massachusetts
$405K
ST
499
Sageworth Trust
Pennsylvania
$404K
EPAM
500
Evelyn Partners Asset Management
$402K