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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
NG
626
Novem Group
New York
$217K -$38.9K -1,610 -15%
Financial Engines Advisors
627
Financial Engines Advisors
California
$216K
AF
628
Advisornet Financial
Minnesota
$216K -$5.44K -225 -2%
WT
629
Whittier Trust
California
$216K
CAM
630
Covenant Asset Management
New Jersey
$215K
WPP
631
Whalerock Point Partners
Rhode Island
$215K
WGC
632
Watts Gwilliam & Co
Arizona
$215K
AWM
633
Accel Wealth Management
Iowa
$214K -$2.42K -100 -1%
WP
634
WealthPLAN Partners
Nebraska
$213K +$211K +8,715 New
LFG
635
Larson Financial Group
Missouri
$212K +$94.8K +3,925 +83%
SVWG
636
Shared Vision Wealth Group
United States
$211K +$121 +5 +0.1%
IAIM
637
International Assets Investment Management
Florida
$210K
KWS
638
Keystone Wealth Services
California
$210K +$207K +8,570 New
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$209K
HP
640
Holistic Planning
Texas
$209K +$206K +8,545 New
VWA
641
Valued Wealth Advisors
Utah
$209K -$1.93K -80 -0.9%
PP
642
PDS Planning
Ohio
$207K +$204K +8,455 New
AA
643
Armis Advisers
Georgia
$205K
APG
644
Abacus Planning Group
South Carolina
$203K +$201K +8,305 New
BPAMU
645
BTG Pactual Asset Management US
New York
$196K -$54.4K -2,250 -21%
PAM
646
Palisade Asset Management
Minnesota
$195K +$192K +7,945 New
AC
647
AlphaCore Capital
California
$189K +$483 +20 +0.3%
CT
648
Colonial Trust
South Carolina
$181K +$21.1K +875 +13%
ACA
649
Aptus Capital Advisors
Alabama
$181K
GSWM
650
Golden State Wealth Management
California
$176K +$2.66K +110 +2%