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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
HFA
601
High Falls Advisors
New York
$255K +$2.43K +100 +1%
MHI
602
Miller Howard Investments
New York
$254K +$254K +10,430 New
SDWIA
603
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$253K
BIAS
604
Beacon Investment Advisory Services
New Jersey
$252K -$2.31K -95 -0.9%
MMA
605
Miracle Mile Advisors
California
$252K +$252K +10,350 New
HG
606
Harbor Group
New Hampshire
$247K +$247K +10,145 New
JHCP
607
Jackson Hole Capital Partners
Oklahoma
$247K
MWM
608
Maridea Wealth Management
New York
$246K -$1.58K -65 -0.6%
WSFS
609
Wilmington Savings Fund Society
Delaware
$246K
MG
610
Mather Group
Illinois
$246K -$3.77K -155 -2%
CWA
611
Consilio Wealth Advisors
Washington
$245K
MFGM
612
Marshall Financial Group (Maryland)
Maryland
$244K
WI
613
WBI Investments
New Jersey
$244K -$6.32K -260 -3%
TWM
614
TopTier Wealth Management
Wisconsin
$238K +$238K +9,770 New
MSA
615
Marino Stram & Associates
Massachusetts
$237K +$243 +10 +0.1%
BBHC
616
Brown Brothers Harriman & Co
New York
$234K -$2.43K -100 -1%
HA
617
Huntleigh Advisors
Missouri
$234K +$4.74K +195 +2%
AWM
618
Accel Wealth Management
Iowa
$232K +$19.1K +785 +9%
CW
619
CreativeOne Wealth
Kansas
$232K -$56.7K -2,330 -20%
AWM
620
Apollon Wealth Management
South Carolina
$231K -$23.7K -975 -9%
PFA
621
Pettinga Financial Advisors
Indiana
$231K +$231K +9,500 New
SLWA
622
San Luis Wealth Advisors
California
$231K +$2.31K +95 +1%
KI
623
KTF Investments
California
$230K +$230K +9,470 New
PAW
624
Plan A Wealth
Nebraska
$230K +$10.3K +425 +5%
PWM
625
Pines Wealth Management
North Carolina
$228K +$6.32K +260 +3%