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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
CSP
501
Cary Street Partners
Virginia
$479K +$24K +900 +5%
GP
502
Greenline Partners
New York
$474K
PWP
503
Pursue Wealth Partners
California
$474K
SFP
504
Shepherd Financial Partners
Massachusetts
$474K -$18K -675 -4%
SWA
505
Sax Wealth Advisors
New Jersey
$470K
EFM
506
Eley Financial Management
Vermont
$469K -$932 -35 -0.2%
CNBTD
507
Citizens National Bank Trust Department
Mississippi
$469K +$57.1K +2,145 +14%
OAG
508
Oakmont Advisory Group
New Mexico
$468K -$15.3K -575 -3%
VNA
509
Valley National Advisers
Pennsylvania
$468K +$15.4K +580 +3%
BCM
510
Brookstone Capital Management
Illinois
$466K +$88.6K +3,330 +24%
BRWA
511
B. Riley Wealth Advisors
Florida
$465K -$23.7K -890 -5%
FFS
512
Founders Financial Securities
Maryland
$462K -$57.1K -2,145 -11%
ICP
513
Interchange Capital Partners
Pennsylvania
$461K +$79.7K +2,995 +19%
LFG
514
Larson Financial Group
Missouri
$460K +$272K +10,220 +152%
SWA
515
Stratos Wealth Advisors
Ohio
$458K -$57.5K -2,160 -11%
TA
516
TrueWealth Advisors
Alabama
$458K
CCA
517
Cadent Capital Advisors
Oklahoma
$457K +$449K +16,850 New
SIP
518
Snowwater Investment Partners
Connecticut
$455K
CFS
519
Compass Financial Services
Iowa
$452K
ST
520
Sageworth Trust
Pennsylvania
$451K
PWA
521
Phoenix Wealth Advisors
North Carolina
$449K -$15K -565 -3%
EPAM
522
Evelyn Partners Asset Management
$448K
TVAMP
523
Tennessee Valley Asset Management Partners
Tennessee
$447K -$66.3K -2,490 -13%
AOWM
524
Alpha Omega Wealth Management
Virginia
$445K
OWA
525
OakTrust Wealth Advisors
Connecticut
$445K