HDV

iShares Core High Dividend ETF

798 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, 319 increasing their positions, 227 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
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
KFI
701
Key Financial Inc
Pennsylvania
$69.7K
EB
702
Eastern Bank
Massachusetts
$66.3K
LWMI
703
Legacy Wealth Management (Idaho)
Idaho
$65.9K
T
704
Tidemark
California
$64.9K
MA
705
Montag & Associates
Georgia
$61K
CFD
706
Creative Financial Designs
Indiana
$60.2K
FFO
707
Fortitude Family Office
Arizona
$59.6K
MSWA
708
Marshall & Sterling Wealth Advisors
New York
$59.2K
TWD
709
True Wealth Design
Ohio
$58.6K
SC
710
Stephens Consulting
Michigan
$57.6K
FA
711
Fountainhead AM
New Jersey
$57.2K
RWS
712
Retirement Wealth Solutions
Wisconsin
$56K
TF
713
Tompkins Financial
New York
$54.7K
HAP
714
Harbor Asset Planning
Massachusetts
$53.9K
FCT
715
First Community Trust
Iowa
$52.9K
SR
716
Syntax Research
Florida
$50.5K
GCM
717
Gables Capital Management
Florida
$50.5K
VWM
718
Vermillion Wealth Management
Minnesota
$50K
YP
719
YANKCOM Partnership
South Dakota
$48.8K
MWM
720
MGB Wealth Management
Texas
$48.6K
FCAS
721
First Command Advisory Services
Texas
$47.4K
WIM
722
Westside Investment Management
California
$47.1K
RF
723
Roxbury Financial
New Jersey
$43.4K
RPC
724
Rossmore Private Capital
Connecticut
$42.6K
QCG
725
Quadrant Capital Group
Ohio
$42K