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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
RFP
751
Root Financial Partners
California
$12.8K +$12.6K +520 New
JWM
752
JPL Wealth Management
Colorado
$12.5K +$12.3K +510 New
ADL
753
Asset Dedication LLC
California
$12.2K -$71.9K -2,975 -86%
POIA
754
Pin Oak Investment Advisors
Texas
$11.3K
HBW
755
Hazlett, Burt & Watson
West Virginia
$10K
FRA
756
Front Row Advisors
California
$9.8K
EPIM
757
Evelyn Partners Investment Management
$9.8K +$9.67K +400 New
RFG
758
REAP Financial Group
Texas
$9.18K
PWA
759
Physician Wealth Advisors
Utah
$7.84K
S
760
SignatureFD
Georgia
$7.51K
VCM
761
Versant Capital Management
Arizona
$7.1K
RBC
762
Roble Belko & Company
Pennsylvania
$7K
PFA
763
Pathway Financial Advisers
Indiana
$6.64K +$6.64K +275 New
AF
764
Aviso Financial
Ontario, Canada
$6.37K
BLC
765
Brown, Lisle/Cummings
Rhode Island
$6.12K -$3.99K -165 -40%
EDRH
766
Edmond de Rothschild Holding
Switzerland
$5.39K
CTWM
767
Cherry Tree Wealth Management
Minnesota
$4.04K +$3.99K +165 New
PGAM
768
Princeton Global Asset Management
New Jersey
$3.92K
SVCP
769
Silicon Valley Capital Partners
California
$3.8K
BWM
770
Bernard Wealth Management
Michigan
$3.18K
AW
771
Avion Wealth
Texas
$3K
GC
772
Gould Capital
Washington
$2.2K
RMC
773
Resources Management Corp
Connecticut
$2K
MHIP
774
Mountain Hill Investment Partners
New Jersey
$1.98K
Citigroup
775
Citigroup
New York
$1.84K -$7.85K -325 -81%