HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
TSS
501
Two Sigma Securities
New York
$388K
WTA
502
Washington Trust Advisors
Massachusetts
$387K
WA
503
WBH Advisory
Maryland
$386K
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$384K
CWM
505
Circle Wealth Management
New Jersey
$382K
AG
506
AmeriFlex Group
Nevada
$377K
GWP
507
Gateway Wealth Partners
Wisconsin
$376K
CPA
508
Cathy Pareto & Associates
Florida
$376K
UWM
509
Urban Wealth Management
California
$374K
NEPWA
510
New England Private Wealth Advisors
Massachusetts
$374K
ACM
511
AlphaStar Capital Management
North Carolina
$374K
PA
512
PFG Advisors
Arizona
$373K
VFPW
513
Vantage Financial Partners (Wisconsin)
Wisconsin
$370K
SWA
514
SFMG Wealth Advisors
Texas
$368K
CNBTD
515
Citizens National Bank Trust Department
Mississippi
$368K
CIS
516
Custom Index Systems
New York
$367K
BC
517
Barrett & Company
Rhode Island
$367K
DT
518
Diversified Trust
Tennessee
$366K
CWP
519
CFM Wealth Partners
Texas
$358K
NHC
520
Nicholas Hoffman & Company
Georgia
$357K
GWP
521
Gen-Wealth Partners
Michigan
$353K
TCOV
522
Trust Company of Vermont
Vermont
$345K
AWAG
523
ARS Wealth Advisors Group
Florida
$342K
SPF
524
South Plains Financial
Texas
$341K
MCA
525
Magnolia Capital Advisors
Mississippi
$341K