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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
SRWM
551
Shira Ridge Wealth Management
California
$321K -$23.8K -980 -7%
MSFS
552
Main Street Financial Solutions
Pennsylvania
$318K +$60.2K +2,475 +23%
ZBNA
553
Zions Bancorporation, National Association
Utah
$318K
FA
554
Fedenia Advisers
Wisconsin
$318K -$7.9K -325 -2%
WCM
555
WealthBridge Capital Management
Ohio
$314K +$122 +5 +0%
Allspring Global Investments
556
Allspring Global Investments
North Carolina
$312K
FI
557
Financial Insights
Washington
$307K
SSWM
558
Smith Salley Wealth Management
North Carolina
$304K +$2.67K +110 +0.9%
PWMAG
559
Pinnacle Wealth Management Advisory Group
New Jersey
$303K
Betterment LLC
560
Betterment LLC
New York
$303K +$303K +12,475 New
ITG
561
Index Technologies Group
New York
$302K +$302K +12,410 New
HIC
562
Hamrick Investment Counsel
Washington
$302K +$302K +12,400 New
GEA
563
Glen Eagle Advisors
New Jersey
$301K
CA
564
Continuum Advisory
Idaho
$299K -$117K -4,800 -28%
MIC
565
Means Investment Company
Maine
$298K -$37.3K -1,535 -11%
Deutsche Bank
566
Deutsche Bank
Germany
$296K -$463K -19,020 -61%
ESB
567
Essex Savings Bank
Connecticut
$295K
SF
568
Summit Financial
New Jersey
$295K +$6.08K +250 +2%
CWG
569
Cornerstone Wealth Group
North Carolina
$294K +$7.9K +325 +3%
SIC
570
Sigma Investment Counselors
Michigan
$292K -$17.3K -710 -6%
PWM
571
Perigon Wealth Management
California
$290K +$365 +15 +0.1%
SGCA
572
Steel Grove Capital Advisors
Tennessee
$289K +$289K +11,900 New
KFG
573
Kingdom Financial Group
Arizona
$288K +$288K +11,835 New
SIAM
574
Sterling Investment Advisors (Missouri)
Missouri
$288K
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$286K -$60.8K -2,500 -18%