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
AWM
601
Apollon Wealth Management
South Carolina
$231K
PFA
602
Pettinga Financial Advisors
Indiana
$231K
SLWA
603
San Luis Wealth Advisors
California
$231K
KI
604
KTF Investments
California
$230K
PAW
605
Plan A Wealth
Nebraska
$230K
PWM
606
Pines Wealth Management
North Carolina
$228K
BFO
607
Biltmore Family Office
North Carolina
$228K
MF
608
Midwestern Financial
Iowa
$227K
CT
609
Clearstead Trust
Maine
$227K
KFG
610
Kelly Financial Group
Connecticut
$226K
ITIM
611
Indiana Trust & Investment Management
Indiana
$224K
RE
612
Rydar Equities
Texas
$224K
IAIM
613
International Assets Investment Management
Florida
$224K
SVWG
614
Shared Vision Wealth Group
United States
$223K
RFA
615
Register Financial Advisors
Georgia
$222K
CAM
616
Covenant Asset Management
New Jersey
$222K
SL
617
SWMG LLC
Texas
$221K
NG
618
Novem Group
New York
$220K
Financial Engines Advisors
619
Financial Engines Advisors
California
$219K
RIA
620
Realta Investment Advisors
Delaware
$219K
MFP
621
Meramec Financial Planners
Missouri
$219K
SWM
622
Salvus Wealth Management
New Jersey
$218K
SAA
623
Southeast Asset Advisors
Georgia
$218K
AFWM
624
Arta Finance Wealth Management
California
$218K
FA
625
Fiduciary Alliance
South Carolina
$217K