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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
476
MGO One Seven
Ohio
$442K -$6.32K -260 -1%
RSF
477
Rik Saylor Financial
Ohio
$441K +$973 +40 +0.2%
SFP
478
Shepherd Financial Partners
Massachusetts
$441K -$9.12K -375 -2%
BRWA
479
B. Riley Wealth Advisors
Florida
$439K -$67.6K -2,780 -13%
FCM
480
Firestone Capital Management
Florida
$438K
Envestnet Portfolio Solutions
481
Envestnet Portfolio Solutions
Illinois
$436K +$35.6K +1,465 +9%
NGA
482
Naples Global Advisors
Florida
$434K -$6.08K -250 -1%
OAG
483
Oakmont Advisory Group
New Mexico
$433K +$433K +17,820 New
PPWM
484
Premier Private Wealth Management
Florida
$431K +$396K +16,280 New
HSA
485
HBK Sorce Advisory
Pennsylvania
$429K +$72.7K +2,990 +24%
AFP
486
Ausdal Financial Partners
Iowa
$427K +$60.6K +2,490 +17%
GP
487
Greenline Partners
New York
$425K
PWP
488
Pursue Wealth Partners
California
$425K
EFM
489
Eley Financial Management
Vermont
$422K -$9.36K -385 -2%
MWM
490
Mission Wealth Management
California
$421K +$2.55K +105 +0.6%
PWA
491
Phoenix Wealth Advisors
North Carolina
$416K +$182K +7,490 +78%
SFG
492
Shum Financial Group
California
$416K +$5.23K +215 +1%
MWP
493
Madison Wealth Partners
Wisconsin
$414K -$51.9K -2,135 -11%
TA
494
TrueWealth Advisors
Alabama
$410K
CSP
495
Cary Street Partners
Virginia
$408K +$149K +6,140 +58%
PIA
496
Perennial Investment Advisors
California
$407K -$3.4K -140 -0.8%
SIP
497
Snowwater Investment Partners
Connecticut
$407K +$407K +16,750 New
FWA
498
Flagship Wealth Advisors
Massachusetts
$406K +$1.95K +80 +0.5%
BCM
499
Becker Capital Management
Oregon
$406K -$33.4K -1,375 -8%
CFS
500
Compass Financial Services
Iowa
$405K +$59.3K +2,440 +17%