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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
VNA
501
Valley National Advisers
Pennsylvania
$405K +$6.69K +275 +2%
FT
502
Fiduciary Trust
Massachusetts
$405K +$84.5K +3,475 +26%
ST
503
Sageworth Trust
Pennsylvania
$404K
EPAM
504
Evelyn Partners Asset Management
$402K
ES
505
Eagle Strategies
New York
$400K -$105K -4,300 -21%
AOWM
506
Alpha Omega Wealth Management
Virginia
$399K
OWA
507
OakTrust Wealth Advisors
Connecticut
$399K +$399K +16,390 New
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$396K +$33.6K +1,380 +9%
CWS
509
Cypress Wealth Services
California
$392K +$243 +10 +0.1%
ICP
510
Interchange Capital Partners
Pennsylvania
$390K
HA
511
Hanover Advisors
South Carolina
$389K
TFGT
512
TS Financial Group (TSFG)
Illinois
$389K -$9.12K -375 -2%
TSS
513
Two Sigma Securities
New York
$388K -$237K -9,765 -38%
WTA
514
Washington Trust Advisors
Massachusetts
$387K
WA
515
WBH Advisory
Maryland
$386K +$1.22K +50 +0.3%
PGFC
516
Peapack-Gladstone Financial Corp
New Jersey
$384K
CWM
517
Circle Wealth Management
New Jersey
$382K +$382K +15,720 New
AG
518
AmeriFlex Group
Nevada
$377K +$310K +12,735 +458%
GWP
519
Gateway Wealth Partners
Wisconsin
$376K -$67.4K -2,770 -15%
CPA
520
Cathy Pareto & Associates
Florida
$376K +$2.8K +115 +0.7%
UWM
521
Urban Wealth Management
California
$374K +$374K +15,395 New
NEPWA
522
New England Private Wealth Advisors
Massachusetts
$374K
ACM
523
AlphaStar Capital Management
North Carolina
$374K -$22K -905 -6%
PA
524
PFG Advisors
Arizona
$373K -$1.03M -42,540 -74%
VFPW
525
Vantage Financial Partners (Wisconsin)
Wisconsin
$370K -$3.53K -145 -0.9%