HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
551
Means Investment Company
Maine
$298K
Deutsche Bank
552
Deutsche Bank
Germany
$296K
ESB
553
Essex Savings Bank
Connecticut
$295K
SF
554
Summit Financial
New Jersey
$295K
CWG
555
Cornerstone Wealth Group
North Carolina
$294K
SIC
556
Sigma Investment Counselors
Michigan
$292K
PWM
557
Perigon Wealth Management
California
$290K
SGCA
558
Steel Grove Capital Advisors
Tennessee
$289K
KFG
559
Kingdom Financial Group
Arizona
$288K
SIAM
560
Sterling Investment Advisors (Missouri)
Missouri
$288K
RPGK
561
Retirement Planning Group (Kansas)
Kansas
$286K
GAM
562
Gotham Asset Management
New York
$283K
TWP
563
Tyche Wealth Partners
Texas
$281K
VR
564
Valued Retirements
Texas
$279K
GI
565
Gradient Investments
Minnesota
$279K
VPP
566
Vertex Planning Partners
Illinois
$278K
BFG
567
Bouchey Financial Group
New York
$277K
MC
568
Moors & Cabot
Massachusetts
$275K
EWM
569
Empirical Wealth Management
Washington
$273K
CFCI
570
Comprehensive Financial Consultants Institutional
Indiana
$271K
RRA
571
Round Rock Advisors
Connecticut
$271K
VWA
572
Visionary Wealth Advisors
Illinois
$270K
OFS
573
OneAscent Financial Services
Alabama
$270K
WB
574
WesBanco Bank
West Virginia
$268K
CPSAC
575
Chas P. Smith & Associates (CPS)
Florida
$267K