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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
526
JFS Wealth Advisors
Pennsylvania
$338K +$2.54K +105 +0.8%
MIC
527
Means Investment Company
Maine
$338K -$16.9K -700 -5%
BWM
528
BCS Wealth Management
Tennessee
$335K -$7.61K -315 -2%
SMC
529
Smith, Moore & Co
Missouri
$333K
KFP
530
KMG Fiduciary Partners
Ohio
$333K +$3.02K +125 +0.9%
SAG
531
SageView Advisory Group
California
$331K +$105K +4,340 +47%
HAS
532
HBW Advisory Services
California
$330K -$967 -40 -0.3%
CPRC
533
Consolidated Portfolio Review Corp
New York
$330K +$3.75K +155 +1%
FA
534
Fedenia Advisers
Wisconsin
$328K
FT
535
Fiduciary Trust
Massachusetts
$323K
ZBNA
536
Zions Bancorporation, National Association
Utah
$320K
EWS
537
Evergreen Wealth Solutions
Pennsylvania
$319K +$14.4K +595 +5%
PWM
538
PBMares Wealth Management
Virginia
$317K +$102K +4,205 +48%
WCM
539
WealthBridge Capital Management
Ohio
$316K -$4.71K -195 -1%
PAMG
540
Patton Albertson Miller Group
Tennessee
$316K -$24.2K -1,000 -7%
VAS
541
Vestmark Advisory Solutions
Massachusetts
$315K +$2.66K +110 +0.9%
Allspring Global Investments
542
Allspring Global Investments
North Carolina
$312K +$188K +7,770 +155%
SIC
543
Sigma Investment Counselors
Michigan
$312K -$21.7K -900 -7%
WA
544
Wealth Alliance
New York
$312K +$308K +12,735 New
FI
545
Financial Insights
Washington
$309K
CPSAC
546
Chas P. Smith & Associates (CPS)
Florida
$309K -$55.7K -2,305 -15%
HSA
547
HBK Sorce Advisory
Pennsylvania
$308K -$2.42K -100 -0.8%
TCOV
548
Trust Company of Vermont
Vermont
$308K +$24.2K +1,000 +9%
LWA
549
Lowe Wealth Advisors
Maryland
$307K
NA
550
Note Advisors
New York
$307K -$362 -15 -0.1%