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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
GAM
576
Gotham Asset Management
New York
$283K
TWP
577
Tyche Wealth Partners
Texas
$281K +$7.17K +295 +3%
VCP
578
Verus Capital Partners
Arizona
$281K
VR
579
Valued Retirements
Texas
$279K +$486 +20 +0.2%
GI
580
Gradient Investments
Minnesota
$279K +$3.65K +150 +1%
VPP
581
Vertex Planning Partners
Illinois
$278K -$26K -1,070 -9%
BFG
582
Bouchey Financial Group
New York
$277K +$277K +11,375 New
AA
583
Armis Advisers
Georgia
$276K +$43.3K +1,780 +21%
MC
584
Moors & Cabot
Massachusetts
$275K +$53.9K +2,215 +24%
EWM
585
Empirical Wealth Management
Washington
$273K -$29.2K -1,200 -10%
CFCI
586
Comprehensive Financial Consultants Institutional
Indiana
$271K
RRA
587
Round Rock Advisors
Connecticut
$271K
VWA
588
Visionary Wealth Advisors
Illinois
$270K +$973 +40 +0.4%
OFS
589
OneAscent Financial Services
Alabama
$270K +$270K +11,095 New
WB
590
WesBanco Bank
West Virginia
$268K
CPSAC
591
Chas P. Smith & Associates (CPS)
Florida
$267K -$39.8K -1,635 -13%
VCA
592
Verdence Capital Advisors
Maryland
$267K +$365 +15 +0.1%
BFG
593
Beacon Financial Group
Texas
$267K -$6.69K -275 -2%
CWM
594
Chemistry Wealth Management
New York
$265K
PCIA
595
Prime Capital Investment Advisors
Kansas
$263K +$8.76K +360 +3%
IPW
596
Impact Partnership Wealth
Georgia
$263K +$263K +10,805 New
PAMG
597
Patton Albertson Miller Group
Tennessee
$262K -$51.7K -2,125 -16%
TFS
598
Thoroughbred Financial Services
Tennessee
$261K +$1.58K +65 +0.6%
PWP
599
Perfromance Wealth Partners
Illinois
$259K -$14.2K -585 -5%
NAS
600
NWF Advisory Services
California
$258K -$5.23K -215 -2%