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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
FCG
676
Financial Connections Group
California
$87K +$26.6K +1,100 +44%
RIL
677
Rothschild Investment LLC
Illinois
$86.9K
NWM
678
Nova Wealth Management
Florida
$86.7K +$604 +25 +0.7%
NSIM
679
North Star Investment Management
Illinois
$85.7K
SIC
680
Salem Investment Counselors
North Carolina
$83.6K +$2.17K +90 +3%
HCM
681
Hollencrest Capital Management
California
$79.6K
AIP
682
Ameritas Investment Partners
Nebraska
$79K -$4.23K -175 -5%
SL
683
Salomon & Ludwin
Virginia
$76.5K +$75.5K +3,125 New
GWS
684
Glassman Wealth Services
Virginia
$74.2K +$483 +20 +0.7%
UB
685
UMB Bank
Missouri
$74.1K -$178K -7,375 -71%
KFI
686
Key Financial Inc
Pennsylvania
$70.4K
TFA
687
Toth Financial Advisory
Virginia
$69.3K
AG
688
AmeriFlex Group
Nevada
$68.1K +$67.2K +2,780 New
EB
689
Eastern Bank
Massachusetts
$66.7K
LWMI
690
Legacy Wealth Management (Idaho)
Idaho
$66.4K
T
691
Tidemark
California
$65.4K
VWWMG
692
Vermillion & White Wealth Management Group
Pennsylvania
$64.9K
CIR
693
Clear Investment Research
Georgia
$62.4K +$1.45K +60 +2%
MA
694
Montag & Associates
Georgia
$61.4K
QCG
695
Quadrant Capital Group
Ohio
$61.2K +$60.4K +2,500 New
CFD
696
Creative Financial Designs
Indiana
$60.4K -$3.5K -145 -6%
FFO
697
Fortitude Family Office
Arizona
$60K
TWD
698
True Wealth Design
Ohio
$59K
MSWA
699
Marshall & Sterling Wealth Advisors
New York
$59K +$483 +20 +0.8%
SC
700
Stephens Consulting
Michigan
$58K