We are live on ! Find out more
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
Cerity Partners
51
Cerity Partners
New York
$18.6M +$12.7M +520,955 +215%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$18M +$1.49M +61,205 +9%
Millennium Management
53
Millennium Management
New York
$17.2M +$17.2M +708,930 New
BCI
54
Brinker Capital Investments
Pennsylvania
$16.7M -$397K -16,340 -2%
HighTower Advisors
55
HighTower Advisors
Illinois
$15.1M +$58.2K +2,395 +0.4%
CRFG
56
Columbia River Financial Group
Washington
$15M +$604K +24,825 +4%
AM
57
Atwater Malick
Pennsylvania
$14.8M +$2.81M +115,710 +23%
LF
58
Lantz Financial
Illinois
$13.3M +$493K +20,265 +4%
PAG
59
Private Advisor Group
New Jersey
$13.1M +$109K +4,485 +0.8%
ACA
60
Adirondack Capital Advisors
New York
$12.8M +$12.7M +524,270 New
Goldman Sachs
61
Goldman Sachs
New York
$12.4M -$8.98M -369,165 -42%
KFA
62
Kapstone Financial Advisors
Ohio
$12.1M -$179K -7,365 -1%
HCP
63
Holt Capital Partners
Texas
$12.1M +$2.76M +113,675 +30%
WANY
64
Wealthspire Advisors (New York)
New York
$12M +$136K +5,585 +1%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$11.7M +$723K +29,725 +7%
GSIS
66
Global Strategic Investment Solutions
Arizona
$11.6M +$73.3K +3,015 +0.6%
GT
67
Glenmede Trust
Pennsylvania
$11.1M +$11.1M +456,400 New
FWP
68
FAS Wealth Partners
Kansas
$11M +$691K +28,415 +7%
NAM
69
NTV Asset Management
West Virginia
$10.9M -$37.1K -1,525 -0.3%
CC
70
Courier Capital
New York
$10.9M +$965K +39,695 +10%
AI
71
Atria Investments
North Carolina
$10.8M -$31.6K -1,300 -0.3%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$10.7M +$115K +4,715 +1%
SW
73
SteelPeak Wealth
California
$10.6M +$10.6M +433,930 New
Lido Advisors
74
Lido Advisors
California
$9.49M +$659K +27,090 +8%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$9.38M -$14.3M -589,395 -60%