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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
BCI
51
Brinker Capital Investments
Pennsylvania
$17.2M +$6.1M +252,505 +56%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$16.5M +$15.3M +631,375 +1,456%
HighTower Advisors
53
HighTower Advisors
Illinois
$15.1M -$738K -30,535 -5%
CRFG
54
Columbia River Financial Group
Washington
$14.2M +$346K +14,315 +2%
PAG
55
Private Advisor Group
New Jersey
$13.1M +$715K +29,610 +6%
LF
56
Lantz Financial
Illinois
$12.9M +$342K +14,145 +3%
KFA
57
Kapstone Financial Advisors
Ohio
$12.3M +$118K +4,895 +1%
AM
58
Atwater Malick
Pennsylvania
$12.1M +$10.7M +444,435 +899%
WANY
59
Wealthspire Advisors (New York)
New York
$11.9M +$594K +24,575 +5%
GSIS
60
Global Strategic Investment Solutions
Arizona
$11.6M +$61.6K +2,550 +0.5%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$11.1M -$150K -6,215 -1%
NAM
62
NTV Asset Management
West Virginia
$11M +$6.89K +285 +0.1%
GIM
63
Glenmede Investment Management
Pennsylvania
$10.9M +$402K +16,620 +4%
AI
64
Atria Investments
North Carolina
$10.9M -$193K -7,990 -2%
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$10.7M -$131K -5,425 -1%
FWP
66
FAS Wealth Partners
Kansas
$10.3M +$69.7K +2,885 +0.7%
CC
67
Courier Capital
New York
$10M +$1.09M +45,270 +12%
BFA
68
Beaumont Financial Advisors
Massachusetts
$9.65M -$129K -5,335 -1%
HCP
69
Holt Capital Partners
Texas
$9.37M -$1.07M -44,300 -10%
FP
70
Financial Perspectives
Minnesota
$8.95M +$153K +6,315 +2%
Lido Advisors
71
Lido Advisors
California
$8.84M -$515K -21,325 -6%
RFC
72
Regions Financial Corp
Alabama
$8.54M -$9.3K -385 -0.1%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$8.44M -$577K -23,895 -6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$8.28M -$4.65M -192,445 -36%
ST
75
Smithfield Trust
Pennsylvania
$8.2M -$53.2K -2,200 -0.7%