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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
VWM
726
Vermillion Wealth Management
Minnesota
$50K +$486 +20 +1%
YP
727
YANKCOM Partnership
South Dakota
$48.8K
MWM
728
MGB Wealth Management
Texas
$48.6K
FCAS
729
First Command Advisory Services
Texas
$47.4K
WIM
730
Westside Investment Management
California
$47.1K -$973 -40 -2%
RF
731
Roxbury Financial
New Jersey
$43.4K +$122 +5 +0.3%
RPC
732
Rossmore Private Capital
Connecticut
$42.6K
QCG
733
Quadrant Capital Group
Ohio
$42K -$18.8K -775 -31%
CJ
734
Caitlin John
Michigan
$42K
EWA
735
EQ Wealth Advisors
Texas
$39.9K +$39.9K +1,640 New
BCV
736
Banque Cantonale Vaudoise
Switzerland
$39K
AT
737
Avalon Trust
New Mexico
$36.5K
Russell Investments Group
738
Russell Investments Group
United Kingdom
$35.5K -$1.34K -55 -4%
CFB
739
Cullen/Frost Bankers
Texas
$32.7K +$243 +10 +0.7%
FMP
740
Financial Management Professionals
Texas
$30.4K
PB
741
Pinnacle Bancorp
Nebraska
$30.4K
BAM
742
Bellevue Asset Management
Washington
$30.4K
NFSG
743
Newbridge Financial Services Group
Florida
$29.6K -$475K -19,540 -94%
LWANC
744
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.5K +$28.5K +1,170 New
MLA
745
MB, Levis & Associates
Pennsylvania
$27.6K +$365 +15 +1%
HNB
746
Huntington National Bank
Ohio
$27.2K
CB
747
Community Bank
New York
$25.5K
EI
748
EFG International
$24.3K +$24.3K +1,000 New
SIS
749
Sound Income Strategies
Florida
$22.8K +$122 +5 +0.6%
CSPIA
750
Cary Street Partners Investment Advisory
Virginia
$21.6K +$21.6K +890 New