HDV

iShares Core High Dividend ETF

800 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, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
EPAM
501
Evelyn Partners Asset Management
$402K
ES
502
Eagle Strategies
New York
$400K
AOWM
503
Alpha Omega Wealth Management
Virginia
$399K
OWA
504
OakTrust Wealth Advisors
Connecticut
$399K
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$396K
CWS
506
Cypress Wealth Services
California
$392K
ICP
507
Interchange Capital Partners
Pennsylvania
$390K
HA
508
Hanover Advisors
South Carolina
$389K
TFGT
509
TS Financial Group (TSFG)
Illinois
$389K
TSS
510
Two Sigma Securities
New York
$388K
WTA
511
Washington Trust Advisors
Massachusetts
$387K
WA
512
WBH Advisory
Maryland
$386K
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$384K
CWM
514
Circle Wealth Management
New Jersey
$382K
AG
515
AmeriFlex Group
Nevada
$377K
GWP
516
Gateway Wealth Partners
Wisconsin
$376K
CPA
517
Cathy Pareto & Associates
Florida
$376K
UWM
518
Urban Wealth Management
California
$374K
NEPWA
519
New England Private Wealth Advisors
Massachusetts
$374K
ACM
520
AlphaStar Capital Management
North Carolina
$374K
PA
521
PFG Advisors
Arizona
$373K
VFPW
522
Vantage Financial Partners (Wisconsin)
Wisconsin
$370K
SWA
523
SFMG Wealth Advisors
Texas
$368K
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$368K
CIS
525
Custom Index Systems
New York
$367K