HDV

iShares Core High Dividend ETF

778 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, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
EWM
552
Empirical Wealth Management
Washington
$304K
SSWM
553
Smith Salley Wealth Management
North Carolina
$303K
GEA
554
Glen Eagle Advisors
New Jersey
$303K
QPBE
555
Quintet Private Bank (Europe)
Luxembourg
$300K
MC
556
McCarthy & Cox
Ohio
$298K
ESB
557
Essex Savings Bank
Connecticut
$297K
MCA
558
Magnolia Capital Advisors
Mississippi
$296K
M1FG
559
Mach-1 Financial Group
Arkansas
$294K
IAS
560
Integrity Advisory Solutions
Texas
$294K
PWM
561
Perigon Wealth Management
California
$292K
SF
562
Summit Financial
New Jersey
$291K
CW
563
CreativeOne Wealth
Kansas
$290K
SIAM
564
Sterling Investment Advisors (Missouri)
Missouri
$290K
CWG
565
Cornerstone Wealth Group
North Carolina
$288K
GAM
566
Gotham Asset Management
New York
$285K
SF
567
Symphony Financial
Texas
$280K
GI
568
Gradient Investments
Minnesota
$277K
TWP
569
Tyche Wealth Partners
Texas
$276K
BFG
570
Beacon Financial Group
Texas
$275K
PWP
571
Perfromance Wealth Partners
Illinois
$275K
SC
572
Sykon Capital
New York
$275K
CFCI
573
Comprehensive Financial Consultants Institutional
Indiana
$273K
RRA
574
Round Rock Advisors
Connecticut
$273K
VWA
575
Visionary Wealth Advisors
Illinois
$271K