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iShares Core High Dividend ETF
HDV

Overview Fund Activity

742 hedge funds and large institutions have $4.6B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-22
Holders Change %
-2.88%
% of All Funds
9.95%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
45
Increased
278
Reduced
254
Closed
55
Calls
$102M
Puts
$1.64M
Net Calls
+$99.9M
Net Calls Change
-$4.58M

Top Buyers

1
LPL Financial
LPL Financial
California
+$33M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.8M
3
Bank of America
Bank of America
North Carolina
+$18.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.5M
5
CAWM
Capital Advisors Wealth Management
Washington
+$10.8M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
-$55.9M
2
PCM
Piedmont Capital Management
Montana
-$36.1M
3
AOI
Auto-Owners Insurance
Michigan
-$31M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
676
Gables Capital Management
Florida
$48.6K – – –
WIM
677
Westside Investment Management
California
$47.6K -$1.52K -13 -3%
VWM
678
Vermillion Wealth Management
Minnesota
$47.3K +$352 +3 +0.7%
YP
679
YANKCOM Partnership
South Dakota
$47K – – –
MWM
680
MGB Wealth Management
Texas
$46.9K – – –
CWIG
681
Chung Wu Investment Group
Texas
$46.9K +$46.9K +400 New
RF
682
Roxbury Financial
New Jersey
$41.5K +$234 +2 +0.6%
EWA
683
EQ Wealth Advisors
Texas
$38.4K – – –
EWA
684
EverSource Wealth Advisors
Alabama
$38.2K – – –
AWM
685
AllSquare Wealth Management
New York
$37.8K – – –
BCV
686
Banque Cantonale Vaudoise
Switzerland
$37K – – –
CTA
687
Colonial Trust Advisors
South Carolina
$36.7K +$5.87K +50 +19%
AT
688
Avalon Trust
New Mexico
$35.2K – – –
FMP
689
Financial Management Professionals
Texas
$31.5K – – –
CFB
690
Cullen/Frost Bankers
Texas
$31K +$235 +2 +0.8%
Russell Investments Group
691
Russell Investments Group
United Kingdom
$30.8K -$3.52K -30 -10%
PB
692
Pinnacle Bancorp
Nebraska
$29.3K – – –
BAM
693
Bellevue Asset Management
Washington
$29.3K – – –
CHC
694
City Holding Co
West Virginia
$26.4K – – –
HNB
695
Huntington National Bank
Ohio
$26.2K – – –
MLA
696
MB, Levis & Associates
Pennsylvania
$26.1K +$26.1K +223 New
RS
697
Rakuten Securities
Japan
$25.3K +$12.8K +109 +102%
CB
698
Community Bank
New York
$24.6K – – –
IWP
699
IAG Wealth Partners
Wisconsin
$23.4K +$23.4K +200 New
IHWM
700
Iron Horse Wealth Management
Iowa
$19.7K +$18.6K +158 +1,580%
26 27
28
29 30