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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
SFMG Wealth Advisors
Texas
$368K +$3.04K +125 +0.8%
CNBTD
527
Citizens National Bank Trust Department
Mississippi
$368K
CIS
528
Custom Index Systems
New York
$367K -$589K -24,225 -62%
BC
529
Barrett & Company
Rhode Island
$367K +$1.58K +65 +0.4%
DT
530
Diversified Trust
Tennessee
$366K
CWP
531
CFM Wealth Partners
Texas
$358K -$8.15K -335 -2%
NHC
532
Nicholas Hoffman & Company
Georgia
$357K +$1.95K +80 +0.5%
GWP
533
Gen-Wealth Partners
Michigan
$353K
TCOV
534
Trust Company of Vermont
Vermont
$345K +$39.2K +1,610 +13%
AWAG
535
ARS Wealth Advisors Group
Florida
$342K -$7.54K -310 -2%
SPF
536
South Plains Financial
Texas
$341K
MCA
537
Magnolia Capital Advisors
Mississippi
$341K +$46.7K +1,920 +16%
BCM
538
Brookstone Capital Management
Illinois
$337K -$12.6K -520 -4%
IAS
539
Integrity Advisory Solutions
Texas
$334K +$42K +1,725 +14%
JWA
540
JFS Wealth Advisors
Pennsylvania
$333K -$2.55K -105 -0.8%
CWM
541
Concentrum Wealth Management
California
$332K -$46.7K -1,920 -12%
GWM
542
GDS Wealth Management
Texas
$331K -$6.81K -280 -2%
SMC
543
Smith, Moore & Co
Missouri
$331K
HAS
544
HBW Advisory Services
California
$331K +$3.28K +135 +1%
AFP
545
Alpha Financial Partners
Kentucky
$331K +$330K +13,590 New
KFP
546
KMG Fiduciary Partners
Ohio
$330K -$1.22K -50 -0.4%
SAG
547
SageView Advisory Group
California
$329K
SC
548
Sykon Capital
New York
$328K +$55.7K +2,290 +20%
DAS
549
Dynamic Advisor Solutions
Arizona
$325K -$42.4K -1,745 -12%
NA
550
Note Advisors
New York
$324K +$3.04K +125 +1%