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
BC
526
Barrett & Company
Rhode Island
$367K
DT
527
Diversified Trust
Tennessee
$366K
CWP
528
CFM Wealth Partners
Texas
$358K
NHC
529
Nicholas Hoffman & Company
Georgia
$357K
GWP
530
Gen-Wealth Partners
Michigan
$353K
TCOV
531
Trust Company of Vermont
Vermont
$345K
AWAG
532
ARS Wealth Advisors Group
Florida
$342K
SPF
533
South Plains Financial
Texas
$341K
MCA
534
Magnolia Capital Advisors
Mississippi
$341K
BCM
535
Brookstone Capital Management
Illinois
$337K
IAS
536
Integrity Advisory Solutions
Texas
$334K
JWA
537
JFS Wealth Advisors
Pennsylvania
$333K
CWM
538
Concentrum Wealth Management
California
$332K
GWM
539
GDS Wealth Management
Texas
$331K
SMC
540
Smith, Moore & Co
Missouri
$331K
HAS
541
HBW Advisory Services
California
$331K
AFP
542
Alpha Financial Partners
Kentucky
$331K
KFP
543
KMG Fiduciary Partners
Ohio
$330K
SAG
544
SageView Advisory Group
California
$329K
SC
545
Sykon Capital
New York
$328K
DAS
546
Dynamic Advisor Solutions
Arizona
$325K
NA
547
Note Advisors
New York
$324K
SRWM
548
Shira Ridge Wealth Management
California
$321K
MSFS
549
Main Street Financial Solutions
Pennsylvania
$318K
ZBNA
550
Zions Bancorporation, National Association
Utah
$318K