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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
CHAM
601
Clear Harbor Asset Management
Connecticut
$246K
SIG
602
Stonegate Investment Group
Alabama
$242K
BBHC
603
Brown Brothers Harriman & Co
New York
$239K +$2.42K +100 +1%
MSA
604
Marino Stram & Associates
Massachusetts
$238K +$242 +10 +0.1%
SB
605
Strategic Blueprint
Georgia
$236K -$71.5K -2,960 -23%
PWA
606
Phoenix Wealth Advisors
North Carolina
$236K +$14.5K +600 +7%
HA
607
Huntleigh Advisors
Missouri
$231K -$61.5K -2,545 -21%
RIA
608
Realta Investment Advisors
Delaware
$231K +$4.59K +190 +2%
SLWA
609
San Luis Wealth Advisors
California
$230K +$1.81K +75 +0.8%
BFA
610
Beacon Financial Advisory
Ohio
$230K -$3.38K -140 -1%
CT
611
Clearstead Trust
Maine
$228K +$1.69K +70 +0.8%
KFG
612
Kelly Financial Group
Connecticut
$228K
RE
613
Rydar Equities
Texas
$228K -$1.69K -70 -0.7%
ITIM
614
Indiana Trust & Investment Management
Indiana
$225K
CA
615
Calton & Associates
Florida
$225K -$11.6K -480 -5%
PWM
616
Pines Wealth Management
North Carolina
$223K -$7.01K -290 -3%
FA
617
Fiduciary Alliance
South Carolina
$223K -$16.9K -700 -7%
MC
618
Moors & Cabot
Massachusetts
$223K -$32.6K -1,350 -13%
RFA
619
Register Financial Advisors
Georgia
$222K +$83.5K +3,455 +62%
PAW
620
Plan A Wealth
Nebraska
$221K
SWM
621
Salvus Wealth Management
New Jersey
$220K
SAA
622
Southeast Asset Advisors
Georgia
$219K
CFP
623
Cascade Financial Partners
California
$218K
HH
624
Hilltop Holdings
Texas
$218K -$441K -18,235 -67%
DWT
625
Dorsey & Whitney Trust
South Dakota
$217K