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HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
476
Pacific Sun Financial
California
$531K
CBA
477
Coastal Bridge Advisors
Connecticut
$530K -$23.6K -885 -4%
BF
478
Baring Financial
Washington
$529K +$2K +75 +0.4%
HCM
479
Hengehold Capital Management
Ohio
$520K +$932 +35 +0.2%
WIM
480
WealthPlan Investment Management
Nebraska
$512K +$502K +18,875 New
AC
481
Apella Capital
Connecticut
$509K +$506K +19,005 New
ZIG
482
Zullo Investment Group
Pennsylvania
$509K
SFG
483
SNS Financial Group
Minnesota
$507K -$18K -675 -3%
ET
484
Equitable Trust
Tennessee
$507K
MWM
485
Meridian Wealth Management
Kentucky
$501K +$1.86K +70 +0.4%
SDWIA
486
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$499K +$213K +8,000 +77%
HWA
487
HCR Wealth Advisors
California
$495K -$54.6K -2,050 -10%
RIA
488
Richwood Investment Advisors
Ohio
$494K +$1.93M +72,410 +391%
SWM
489
Steinberganna Wealth Management
New York
$493K -$27K -1,015 -5%
RSF
490
Rik Saylor Financial
Ohio
$493K +$665 +25 +0.1%
EI
491
EFG International
$491K +$455K +17,100 +1,710%
FLPIM
492
F.L. Putnam Investment Management
Massachusetts
$490K -$132K -4,960 -22%
LPAM
493
Lodestar Private Asset Management
California
$490K -$25.4K -955 -5%
AWC
494
Abundance Wealth Counselors
Pennsylvania
$489K -$33.9K -1,275 -7%
FCM
495
Firestone Capital Management
Florida
$489K
SFG
496
Shum Financial Group
California
$487K +$22.2K +835 +5%
SCM
497
Sunbeam Capital Management
Georgia
$487K +$477K +17,935 New
NGA
498
Naples Global Advisors
Florida
$484K
PIA
499
Perennial Investment Advisors
California
$481K +$25.6K +960 +6%
RBFC
500
Roman Butler Fullerton & Co
Missouri
$479K -$399K -14,975 -46%