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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
CF
651
Centaurus Financial
California
$163K -$19.7K -815 -11%
SRCM
652
Signature Resources Capital Management
California
$149K -$4.11K -170 -3%
MCM
653
Manchester Capital Management
Vermont
$143K
PAG
654
Paladin Advisory Group
Iowa
$142K -$59.8K -2,475 -30%
NSG
655
Nalls Sherbakoff Group
Tennessee
$141K
HI
656
Horizon Investments
North Carolina
$132K
CIAS
657
Capital Investment Advisory Services
North Carolina
$132K +$12.4K +515 +11%
WA
658
Westfuller Advisors
New York
$126K +$124K +5,125 New
NRC
659
New Republic Capital
North Carolina
$122K
MHR
660
Matthew Hamilton Rosenberg
$116K
GWM
661
Grand Wealth Management
Michigan
$112K
CVM
662
Cheviot Value Management
California
$112K
CFO
663
CVA Family Office
Colorado
$108K
AssetMark Inc
664
AssetMark Inc
California
$105K +$30.8K +1,275 +42%
OFG
665
Oxford Financial Group
Indiana
$102K
HWA
666
HHM Wealth Advisors
Tennessee
$100K
Optiver Holding
667
Optiver Holding
Netherlands
$98.5K +$97.1K +4,020 New
BTI
668
Blue Trust Inc
Georgia
$97.5K -$17.2K -710 -15%
FFA
669
Founders Financial Alliance
North Carolina
$95.9K +$79.1K +3,275 +512%
FWM
670
FSA Wealth Management
Massachusetts
$92.1K +$967 +40 +0.9%
AUB
671
Atlantic Union Bankshares
Virginia
$91.8K
PIS
672
POM Investment Strategies
North Carolina
$91.8K +$90.6K +3,750 New
UFPG
673
United Financial Planning Group
New York
$90.1K +$245K +10,130 New
CPG
674
Cornerstone Planning Group
New Jersey
$89.1K +$604 +25 +0.7%
LI
675
LRI Investments
Florida
$88.2K