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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$377K
VFPW
502
Vantage Financial Partners (Wisconsin)
Wisconsin
$376K -$1.57K -65 -0.4%
WA
503
Wealthstar Advisors
Texas
$376K
CPA
504
Cathy Pareto & Associates
Florida
$376K +$2.17K +90 +0.6%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$370K
DAS
506
Dynamic Advisor Solutions
Arizona
$370K -$16.8K -695 -4%
CWP
507
CFM Wealth Partners
Texas
$369K
AFP
508
Ausdal Financial Partners
Iowa
$369K +$364K +15,060 New
DT
509
Diversified Trust
Tennessee
$369K +$364K +15,055 New
SWA
510
SFMG Wealth Advisors
Texas
$368K +$2.17K +90 +0.6%
BC
511
Barrett & Company
Rhode Island
$368K +$1.21K +50 +0.3%
MF
512
Midwestern Financial
Iowa
$366K +$2.78K +115 +0.8%
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$365K +$15.1K +625 +4%
NHC
514
Nicholas Hoffman & Company
Georgia
$358K -$55.7K -2,305 -14%
GWP
515
Gen-Wealth Partners
Michigan
$356K
BJL
516
Brighton Jones LLC
Washington
$354K
AWAG
517
ARS Wealth Advisors Group
Florida
$352K -$5.44K -225 -2%
BCM
518
Brookstone Capital Management
Illinois
$352K -$243K -10,050 -41%
SPC
519
Spirepoint Private Client
Florida
$351K +$346K +14,320 New
RPGK
520
Retirement Planning Group (Kansas)
Kansas
$349K +$345K +14,265 New
CKAIS
521
Christensen King & Associates Investment Services
Washington
$349K +$121 +5 +0%
CFS
522
Compass Financial Services
Iowa
$348K
SRWM
523
Shira Ridge Wealth Management
California
$347K -$48.8K -2,020 -12%
SPF
524
South Plains Financial
Texas
$343K
GWM
525
GDS Wealth Management
Texas
$341K -$53.3K -2,205 -14%