HDV

iShares Core High Dividend ETF

774 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 288 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
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
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
526
Smith, Moore & Co
Missouri
$333K
KFP
527
KMG Fiduciary Partners
Ohio
$333K
SAG
528
SageView Advisory Group
California
$331K
HAS
529
HBW Advisory Services
California
$330K
CPRC
530
Consolidated Portfolio Review Corp
New York
$330K
FA
531
Fedenia Advisers
Wisconsin
$328K
FT
532
Fiduciary Trust
Massachusetts
$323K
ZBNA
533
Zions Bancorporation, National Association
Utah
$320K
EWS
534
Evergreen Wealth Solutions
Pennsylvania
$319K
PWM
535
PBMares Wealth Management
Virginia
$317K
WCM
536
WealthBridge Capital Management
Ohio
$316K
PAMG
537
Patton Albertson Miller Group
Tennessee
$316K
VAS
538
Vestmark Advisory Solutions
Massachusetts
$315K
Allspring Global Investments
539
Allspring Global Investments
North Carolina
$312K
SIC
540
Sigma Investment Counselors
Michigan
$312K
WA
541
Wealth Alliance
New York
$312K
CPSAC
542
Chas P. Smith & Associates (CPS)
Florida
$309K
HSA
543
HBK Sorce Advisory
Pennsylvania
$308K
TCOV
544
Trust Company of Vermont
Vermont
$308K
LWA
545
Lowe Wealth Advisors
Maryland
$307K
NA
546
Note Advisors
New York
$307K
VPP
547
Vertex Planning Partners
Illinois
$306K
PWMAG
548
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
EWM
549
Empirical Wealth Management
Washington
$304K
SSWM
550
Smith Salley Wealth Management
North Carolina
$303K