We are live on ! Find out more
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
MAM
701
MMA Asset Management
Pennsylvania
$57.9K +$57.1K +2,365 New
RWS
702
Retirement Wealth Solutions
Wisconsin
$56.4K -$4.83K -200 -8%
TF
703
Tompkins Financial
New York
$55.1K
HWA
704
Heartwood Wealth Advisors
Virginia
$54.4K +$53.6K +2,220 New
HAP
705
Harbor Asset Planning
Massachusetts
$53.7K +$483 +20 +0.9%
FCT
706
First Community Trust
Iowa
$53.3K
GCM
707
Gables Capital Management
Florida
$50.8K
VWM
708
Vermillion Wealth Management
Minnesota
$49.9K +$362 +15 +0.7%
YP
709
YANKCOM Partnership
South Dakota
$49.1K
MWM
710
MGB Wealth Management
Texas
$49K
WIM
711
Westside Investment Management
California
$48.4K -$1.33K -55 -3%
FCAS
712
First Command Advisory Services
Texas
$47.8K +$47.1K +1,950 New
RF
713
Roxbury Financial
New Jersey
$43.5K +$242 +10 +0.6%
RPC
714
Rossmore Private Capital
Connecticut
$42.9K +$42.3K +1,750 New
CJ
715
Caitlin John
Michigan
$42.2K +$41.7K +1,725 New
EWA
716
EverSource Wealth Advisors
Alabama
$39.9K
EWM
717
EPG Wealth Management
Georgia
$39.6K +$39K +1,615 New
BCV
718
Banque Cantonale Vaudoise
Switzerland
$39K
Russell Investments Group
719
Russell Investments Group
United Kingdom
$37.1K +$4.83K +200 +15%
AT
720
Avalon Trust
New Mexico
$36.7K
CFB
721
Cullen/Frost Bankers
Texas
$32.6K +$362 +15 +1%
AWM
722
AllSquare Wealth Management
New York
$31K -$8.46K -350 -22%
FMP
723
Financial Management Professionals
Texas
$30.6K -$2.3K -95 -7%
PB
724
Pinnacle Bancorp
Nebraska
$30.6K
BAM
725
Bellevue Asset Management
Washington
$30.6K