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
AIP
701
Ameritas Investment Partners
Nebraska
$74.2K
UB
702
UMB Bank
Missouri
$73.6K
KFI
703
Key Financial Inc
Pennsylvania
$69.7K
EB
704
Eastern Bank
Massachusetts
$66.3K
LWMI
705
Legacy Wealth Management (Idaho)
Idaho
$65.9K
T
706
Tidemark
California
$64.9K
MA
707
Montag & Associates
Georgia
$61K
CFD
708
Creative Financial Designs
Indiana
$60.2K
FFO
709
Fortitude Family Office
Arizona
$59.6K
MSWA
710
Marshall & Sterling Wealth Advisors
New York
$59.2K
TWD
711
True Wealth Design
Ohio
$58.6K
SC
712
Stephens Consulting
Michigan
$57.6K
FA
713
Fountainhead AM
New Jersey
$57.2K
RWS
714
Retirement Wealth Solutions
Wisconsin
$56K
TF
715
Tompkins Financial
New York
$54.7K
HAP
716
Harbor Asset Planning
Massachusetts
$53.9K
FCT
717
First Community Trust
Iowa
$52.9K
SR
718
Syntax Research
Florida
$50.5K
GCM
719
Gables Capital Management
Florida
$50.5K
VWM
720
Vermillion Wealth Management
Minnesota
$50K
YP
721
YANKCOM Partnership
South Dakota
$48.8K
MWM
722
MGB Wealth Management
Texas
$48.6K
FCAS
723
First Command Advisory Services
Texas
$47.4K
WIM
724
Westside Investment Management
California
$47.1K
RF
725
Roxbury Financial
New Jersey
$43.4K