HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

764 hedge funds and large institutions have $4.87B invested in iShares Core High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 263 increasing their positions, 266 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
–
Holders Change %
0%
% of All Funds
10.38%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.34%
New
67
Increased
263
Reduced
266
Closed
48
Calls
$106M
Puts
$1.41M
Net Calls
+$104M
Net Calls Change
+$95.5M

Top Buyers

1
AOI
Auto-Owners Insurance
Michigan
+$37.8M
2
PCM
Piedmont Capital Management
Montana
+$36.1M
3
PP
Prudential plc
United Kingdom
+$27.3M
4
AIA
Angeles Investment Advisors
California
+$19.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$15.2M

Top Sellers

1
MYLI
Meiji Yasuda Life Insurance
Japan
-$344M
2
Wells Fargo
Wells Fargo
California
-$97.5M
3
Bank of America
Bank of America
North Carolina
-$41.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$37.9M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
776
Independent Advisor Alliance
North Carolina
– -$921K -8,206 Closed
LP
777
LGL Partners
Pennsylvania
– -$616K -5,488 Closed
SW
778
SteelPeak Wealth
California
– -$561K -5,000 Closed
AAS
779
Annex Advisory Services
Wisconsin
– -$529K -4,714 Closed
BFG
780
Bleakley Financial Group
New Jersey
– -$525K -4,681 Closed
TCM
781
Tassel Capital Management
North Carolina
– -$477K -4,245 Closed
TSS
782
Two Sigma Securities
New York
– -$434K -3,868 Closed
MWM
783
Modera Wealth Management
New Jersey
– -$373K -3,323 Closed
IWA
784
Icon Wealth Advisors
Texas
– -$358K -3,193 Closed
TNA
785
True North Advisors
Texas
– -$354K -3,156 Closed
PFA
786
Pettinga Financial Advisors
Indiana
– -$354K -3,150 Closed
EFA
787
Evernest Financial Advisors
Indiana
– -$351K -3,128 Closed
MYIA
788
Mount Yale Investment Advisors
Colorado
– -$347K -3,087 Closed
BHPW
789
Beverly Hills Private Wealth
California
– -$305K -2,718 Closed
CF
790
Clarity Financial
Texas
– -$254K -2,258 Closed
PWM
791
Pines Wealth Management
North Carolina
– -$238K -2,143 Closed
SCM
792
SOL Capital Management
Maryland
– -$225K -2,000 Closed
ML
793
McAdam LLC
Pennsylvania
– -$217K -1,933 Closed
PPW
794
Parcion Private Wealth
Washington
– -$213K -1,900 Closed
SF
795
Symphony Financial
Texas
– -$215K -1,862 Closed
VCM
796
Vision Capital Management
Oregon
– -$207K -1,848 Closed
CCA
797
Conservest Capital Advisors
Pennsylvania
– -$206K -1,835 Closed
CAM
798
Concorde Asset Management
Michigan
– -$206K -1,831 Closed
MRP
799
Measured Risk Portfolios
California
– -$146K -1,302 Closed
CSC
800
Caldwell Sutter Capital
California
– -$40K -356 Closed
29 30 31
32
33