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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
WT
651
Whittier Trust
California
$214K -$973 -40 -0.5%
WPP
652
Whalerock Point Partners
Rhode Island
$214K
LA
653
Latitude Advisors
Florida
$212K +$212K +8,715 New
UBS AM
654
UBS AM
Illinois
$211K +$211K +8,695 New
HP
655
Holistic Planning
Texas
$209K +$973 +40 +0.5%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$208K +$122 +5 +0.1%
VWA
657
Valued Wealth Advisors
Utah
$208K
KWS
658
Keystone Wealth Services
California
$207K -$1.09K -45 -0.5%
PP
659
PDS Planning
Ohio
$207K +$973 +40 +0.5%
BFA
660
Beacon Financial Advisory
Ohio
$205K -$23.5K -965 -10%
BMCM
661
Bryn Mawr Capital Management
Pennsylvania
$204K +$204K +8,390 New
TCMP
662
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K -$52.3K -2,150 -20%
SFC
663
Strategic Financial Concepts
Texas
$203K +$203K +8,345 New
CT
664
Colonial Trust
South Carolina
$203K +$23K +945 +13%
FIA
665
Foundations Investment Advisors
Arizona
$203K +$203K +8,340 New
YIH
666
Y-Intercept (HK)
Hong Kong
$202K -$363K -14,935 -64%
APG
667
Abacus Planning Group
South Carolina
$202K
SLP
668
Storen Legacy Partners
Indiana
$201K +$201K +8,280 New
HH
669
Hilltop Holdings
Texas
$200K -$15.9K -655 -7%
ACA
670
Aptus Capital Advisors
Alabama
$180K
DF
671
Dunhill Financial
United Kingdom
$176K -$206K -8,490 -54%
Citigroup
672
Citigroup
New York
$165K +$164K +6,725 +8,967%
LFG
673
Larson Financial Group
Missouri
$164K -$46.6K -1,915 -22%
TSMHT
674
Thurston Springer Miller Herd & Titak
Indiana
$163K +$163K +6,695 New
AssetMark Inc
675
AssetMark Inc
California
$145K +$40K +1,645 +38%