HDV

iShares Core High Dividend ETF

800 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, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
HP
651
Holistic Planning
Texas
$209K
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$208K
VWA
653
Valued Wealth Advisors
Utah
$208K
KWS
654
Keystone Wealth Services
California
$207K
PP
655
PDS Planning
Ohio
$207K
BFA
656
Beacon Financial Advisory
Ohio
$205K
BMCM
657
Bryn Mawr Capital Management
Pennsylvania
$204K
TCMP
658
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K
SFC
659
Strategic Financial Concepts
Texas
$203K
CT
660
Colonial Trust
South Carolina
$203K
FIA
661
Foundations Investment Advisors
Arizona
$203K
YIH
662
Y-Intercept (HK)
Hong Kong
$202K
APG
663
Abacus Planning Group
South Carolina
$202K
SLP
664
Storen Legacy Partners
Indiana
$201K
HH
665
Hilltop Holdings
Texas
$200K
ACA
666
Aptus Capital Advisors
Alabama
$180K
DF
667
Dunhill Financial
United Kingdom
$176K
Citigroup
668
Citigroup
New York
$165K
LFG
669
Larson Financial Group
Missouri
$164K
TSMHT
670
Thurston Springer Miller Herd & Titak
Indiana
$163K
AssetMark Inc
671
AssetMark Inc
California
$145K
MCM
672
Manchester Capital Management
Vermont
$142K
PAG
673
Paladin Advisory Group
Iowa
$141K
TCM
674
Triumph Capital Management
Colorado
$141K
NSG
675
Nalls Sherbakoff Group
Tennessee
$140K