HDV

iShares Core High Dividend ETF

799 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 319 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
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
HG
601
Harbor Group
New Hampshire
$247K
JHCP
602
Jackson Hole Capital Partners
Oklahoma
$247K
MWM
603
Maridea Wealth Management
New York
$246K
WSFS
604
Wilmington Savings Fund Society
Delaware
$246K
MG
605
Mather Group
Illinois
$246K
CWA
606
Consilio Wealth Advisors
Washington
$245K
MFGM
607
Marshall Financial Group (Maryland)
Maryland
$244K
WI
608
WBI Investments
New Jersey
$244K
TWM
609
TopTier Wealth Management
Wisconsin
$238K
MSA
610
Marino Stram & Associates
Massachusetts
$237K
BBHC
611
Brown Brothers Harriman & Co
New York
$234K
HA
612
Huntleigh Advisors
Missouri
$234K
AWM
613
Accel Wealth Management
Iowa
$232K
CW
614
CreativeOne Wealth
Kansas
$232K
AWM
615
Apollon Wealth Management
South Carolina
$231K
PFA
616
Pettinga Financial Advisors
Indiana
$231K
SLWA
617
San Luis Wealth Advisors
California
$231K
KI
618
KTF Investments
California
$230K
PAW
619
Plan A Wealth
Nebraska
$230K
PWM
620
Pines Wealth Management
North Carolina
$228K
BFO
621
Biltmore Family Office
North Carolina
$228K
MF
622
Midwestern Financial
Iowa
$227K
CT
623
Clearstead Trust
Maine
$227K
KFG
624
Kelly Financial Group
Connecticut
$226K
ITIM
625
Indiana Trust & Investment Management
Indiana
$224K