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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
NSIM
701
North Star Investment Management
Illinois
$85.1K
HCM
702
Hollencrest Capital Management
California
$79K
UBP
703
Union Bancaire Privee
Switzerland
$78.9K +$106K +4,350 New
SL
704
Salomon & Ludwin
Virginia
$76.5K
GWS
705
Glassman Wealth Services
Virginia
$74.5K +$851 +35 +1%
AIP
706
Ameritas Investment Partners
Nebraska
$74.2K -$4.26K -175 -5%
UB
707
UMB Bank
Missouri
$73.6K
KFI
708
Key Financial Inc
Pennsylvania
$69.7K
TBFA
709
Three Bearings Fiduciary Advisors
New Hampshire
$66.9K +$61.5K +2,530 New
EB
710
Eastern Bank
Massachusetts
$66.3K
LWMI
711
Legacy Wealth Management (Idaho)
Idaho
$65.9K
T
712
Tidemark
California
$64.9K
MA
713
Montag & Associates
Georgia
$61K
CFD
714
Creative Financial Designs
Indiana
$60.2K +$122 +5 +0.2%
FFO
715
Fortitude Family Office
Arizona
$59.6K
MSWA
716
Marshall & Sterling Wealth Advisors
New York
$59.2K +$608 +25 +1%
TWD
717
True Wealth Design
Ohio
$58.6K
SC
718
Stephens Consulting
Michigan
$57.6K
FA
719
Fountainhead AM
New Jersey
$57.2K -$505K -20,780 -90%
RWS
720
Retirement Wealth Solutions
Wisconsin
$56K
TF
721
Tompkins Financial
New York
$54.7K
HAP
722
Harbor Asset Planning
Massachusetts
$53.9K +$486 +20 +0.9%
FCT
723
First Community Trust
Iowa
$52.9K
SR
724
Syntax Research
Florida
$50.5K +$30.4K +1,250 +152%
GCM
725
Gables Capital Management
Florida
$50.5K