HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
MWM
476
Meridian Wealth Management
Kentucky
$447K
MOS
477
MGO One Seven
Ohio
$442K
RSF
478
Rik Saylor Financial
Ohio
$441K
SFP
479
Shepherd Financial Partners
Massachusetts
$441K
BRWA
480
B. Riley Wealth Advisors
Florida
$439K
FCM
481
Firestone Capital Management
Florida
$438K
Envestnet Portfolio Solutions
482
Envestnet Portfolio Solutions
Illinois
$436K
NGA
483
Naples Global Advisors
Florida
$434K
OAG
484
Oakmont Advisory Group
New Mexico
$433K
PPWM
485
Premier Private Wealth Management
Florida
$431K
HSA
486
HBK Sorce Advisory
Pennsylvania
$429K
AFP
487
Ausdal Financial Partners
Iowa
$427K
GP
488
Greenline Partners
New York
$425K
PWP
489
Pursue Wealth Partners
California
$425K
EFM
490
Eley Financial Management
Vermont
$422K
MWM
491
Mission Wealth Management
California
$421K
PWA
492
Phoenix Wealth Advisors
North Carolina
$416K
SFG
493
Shum Financial Group
California
$416K
MWP
494
Madison Wealth Partners
Wisconsin
$414K
TA
495
TrueWealth Advisors
Alabama
$410K
CSP
496
Cary Street Partners
Virginia
$408K
PIA
497
Perennial Investment Advisors
California
$407K
SIP
498
Snowwater Investment Partners
Connecticut
$407K
FWA
499
Flagship Wealth Advisors
Massachusetts
$406K
BCM
500
Becker Capital Management
Oregon
$406K