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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
BFO
626
Biltmore Family Office
North Carolina
$228K +$228K +9,355 New
MF
627
Midwestern Financial
Iowa
$227K -$135K -5,570 -37%
CT
628
Clearstead Trust
Maine
$227K
KFG
629
Kelly Financial Group
Connecticut
$226K
ITIM
630
Indiana Trust & Investment Management
Indiana
$224K
RE
631
Rydar Equities
Texas
$224K -$1.7K -70 -0.8%
IAIM
632
International Assets Investment Management
Florida
$224K +$8.27K +340 +4%
SVWG
633
Shared Vision Wealth Group
United States
$223K +$122 +5 +0.1%
RFA
634
Register Financial Advisors
Georgia
$222K +$1.7K +70 +0.8%
CAM
635
Covenant Asset Management
New Jersey
$222K +$7.9K +325 +4%
SL
636
SWMG LLC
Texas
$221K +$196K +8,065 New
NG
637
Novem Group
New York
$220K +$4.01K +165 +2%
Financial Engines Advisors
638
Financial Engines Advisors
California
$219K +$4.74K +195 +2%
RIA
639
Realta Investment Advisors
Delaware
$219K -$9.85K -405 -4%
MFP
640
Meramec Financial Planners
Missouri
$219K +$194K +7,985 New
SWM
641
Salvus Wealth Management
New Jersey
$218K
SAA
642
Southeast Asset Advisors
Georgia
$218K
AFWM
643
Arta Finance Wealth Management
California
$218K +$218K +8,945 New
FA
644
Fiduciary Alliance
South Carolina
$217K -$4.5K -185 -2%
WP
645
WealthPLAN Partners
Nebraska
$217K +$4.86K +200 +2%
CFP
646
Cascade Financial Partners
California
$216K
AC
647
AlphaCore Capital
California
$216K +$28.6K +1,175 +15%
DWT
648
Dorsey & Whitney Trust
South Dakota
$216K
AF
649
Advisornet Financial
Minnesota
$214K -$122 -5 -0.1%
CA
650
Calton & Associates
Florida
$214K -$9.24K -380 -4%