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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
RRA
576
Round Rock Advisors
Connecticut
$273K
VWA
577
Visionary Wealth Advisors
Illinois
$271K -$24.4K -1,010 -8%
WB
578
WesBanco Bank
West Virginia
$270K
VR
579
Valued Retirements
Texas
$269K
VCA
580
Verdence Capital Advisors
Maryland
$268K -$17.9K -740 -6%
CWM
581
Chemistry Wealth Management
New York
$266K
NAS
582
NWF Advisory Services
California
$265K -$123K -5,105 -32%
TFS
583
Thoroughbred Financial Services
Tennessee
$261K -$19.1K -790 -7%
CSP
584
Cary Street Partners
Virginia
$260K -$18.7K -775 -7%
MSFS
585
Main Street Financial Solutions
Pennsylvania
$260K +$257K +10,615 New
TCMP
586
Thrive Capital Management (Pennsylvania)
Pennsylvania
$257K -$18.1K -750 -7%
AWM
587
Apollon Wealth Management
South Carolina
$257K -$16.6K -685 -6%
BIAS
588
Beacon Investment Advisory Services
New Jersey
$257K +$10.4K +430 +4%
PCIA
589
Prime Capital Investment Advisors
Kansas
$257K -$28.9K -1,195 -10%
SDWIA
590
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$254K
HFA
591
High Falls Advisors
New York
$254K +$1.93K +80 +0.8%
WI
592
WBI Investments
New Jersey
$252K +$249K +10,305 New
MG
593
Mather Group
Illinois
$251K
MWM
594
Maridea Wealth Management
New York
$250K +$246K +10,190 New
MAMG
595
Milestone Asset Management Group
Connecticut
$248K -$967 -40 -0.4%
JHCP
596
Jackson Hole Capital Partners
Oklahoma
$248K
WSFS
597
Wilmington Savings Fund Society
Delaware
$248K -$41.8K -1,730 -15%
CWA
598
Consilio Wealth Advisors
Washington
$246K
MFGM
599
Marshall Financial Group (Maryland)
Maryland
$246K -$121 -5 -0%
KP
600
Kitching Partners
Pennsylvania
$246K +$1.93K +80 +0.8%