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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
MSFP
751
Mark Sheptoff Financial Planning
Connecticut
$20.1K
HDIM
752
Hanson & Doremus Investment Management
Vermont
$20K
BMC
753
Bear Mountain Capital
Washington
$19.7K +$243 +10 +1%
GTAM
754
Global Trust Asset Management
Florida
$19.3K
PMFA
755
Plante Moran Financial Advisors
Michigan
$18.2K
GI
756
GAMMA Investing
California
$17.8K
CTC
757
Central Trust Company
Missouri
$16.2K
CAM
758
Clarity Asset Management
Iowa
$15.8K
SA
759
Seneschal Advisors
Washington
$15.8K
GBT
760
Grove Bank & Trust
Florida
$14.6K
MWA
761
Medallion Wealth Advisors
Connecticut
$14.6K
BCWM
762
Bartlett & Co Wealth Management
Ohio
$14.1K
RS
763
Rakuten Securities
Japan
$13.7K -$1.82K -75 -12%
EAM
764
Eukles Asset Management
Ohio
$13.7K
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K
SWIM
766
Smallwood Wealth Investment Management
New Jersey
$13.3K +$13.3K +545 New
POIA
767
Pin Oak Investment Advisors
Texas
$13K
RFP
768
Root Financial Partners
California
$12.8K +$122 +5 +1%
SG
769
Sankala Group
Colorado
$12.8K +$11.1K +455 New
ADL
770
Asset Dedication LLC
California
$12.2K
GG
771
Gleason Group
Kentucky
$11.7K +$11.7K +480 New
PCA
772
Providence Capital Advisors
North Carolina
$10.2K -$2.55K -105 -20%
HBW
773
Hazlett, Burt & Watson
West Virginia
$10K +$122 +5 +1%
EPIM
774
Evelyn Partners Investment Management
$9.73K
FRA
775
Front Row Advisors
California
$9.73K