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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
VPP
551
Vertex Planning Partners
Illinois
$306K -$12.2K -505 -4%
PWMAG
552
Pinnacle Wealth Management Advisory Group
New Jersey
$306K
EWM
553
Empirical Wealth Management
Washington
$304K +$12.8K +530 +4%
SSWM
554
Smith Salley Wealth Management
North Carolina
$303K
GEA
555
Glen Eagle Advisors
New Jersey
$303K
QPBE
556
Quintet Private Bank (Europe)
Luxembourg
$300K +$296K +12,250 New
MC
557
McCarthy & Cox
Ohio
$298K +$121 +5 +0%
ESB
558
Essex Savings Bank
Connecticut
$297K
MCA
559
Magnolia Capital Advisors
Mississippi
$296K +$19.6K +810 +7%
IAS
560
Integrity Advisory Solutions
Texas
$294K +$290K +12,005 New
M1FG
561
Mach-1 Financial Group
Arkansas
$294K +$290K +12,005 New
PWM
562
Perigon Wealth Management
California
$292K +$121 +5 +0%
SF
563
Summit Financial
New Jersey
$291K +$287K +11,870 New
CW
564
CreativeOne Wealth
Kansas
$290K -$846 -35 -0.3%
SIAM
565
Sterling Investment Advisors (Missouri)
Missouri
$290K -$505K -20,880 -64%
CWG
566
Cornerstone Wealth Group
North Carolina
$288K +$30.2K +1,250 +12%
GAM
567
Gotham Asset Management
New York
$285K +$281K +11,640 New
VCP
568
Verus Capital Partners
Arizona
$283K
SF
569
Symphony Financial
Texas
$280K -$28.9K -1,195 -9%
GI
570
Gradient Investments
Minnesota
$277K
TWP
571
Tyche Wealth Partners
Texas
$276K +$12.9K +535 +5%
BFG
572
Beacon Financial Group
Texas
$275K -$13.8K -570 -5%
PWP
573
Perfromance Wealth Partners
Illinois
$275K +$11.6K +480 +4%
SC
574
Sykon Capital
New York
$275K +$271K +11,210 New
CFCI
575
Comprehensive Financial Consultants Institutional
Indiana
$273K -$12.1K -500 -4%