HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
NSIM
701
North Star Investment Management
Illinois
$85.1K
HCM
702
Hollencrest Capital Management
California
$79K
UBP
703
Union Bancaire Privee
Switzerland
$78.9K
SL
704
Salomon & Ludwin
Virginia
$76.5K
GWS
705
Glassman Wealth Services
Virginia
$74.5K
AIP
706
Ameritas Investment Partners
Nebraska
$74.2K
UB
707
UMB Bank
Missouri
$73.6K
KFI
708
Key Financial Inc
Pennsylvania
$69.7K
EB
709
Eastern Bank
Massachusetts
$66.3K
LWMI
710
Legacy Wealth Management (Idaho)
Idaho
$65.9K
T
711
Tidemark
California
$64.9K
MA
712
Montag & Associates
Georgia
$61K
CFD
713
Creative Financial Designs
Indiana
$60.2K
FFO
714
Fortitude Family Office
Arizona
$59.6K
MSWA
715
Marshall & Sterling Wealth Advisors
New York
$59.2K
TWD
716
True Wealth Design
Ohio
$58.6K
SC
717
Stephens Consulting
Michigan
$57.6K
FA
718
Fountainhead AM
New Jersey
$57.2K
RWS
719
Retirement Wealth Solutions
Wisconsin
$56K
TF
720
Tompkins Financial
New York
$54.7K
HAP
721
Harbor Asset Planning
Massachusetts
$53.9K
FCT
722
First Community Trust
Iowa
$52.9K
SR
723
Syntax Research
Florida
$50.5K
GCM
724
Gables Capital Management
Florida
$50.5K
VWM
725
Vermillion Wealth Management
Minnesota
$50K