HDV icon

iShares Core High Dividend ETF
HDV

Overview Fund Activity

743 hedge funds and large institutions have $4.6B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 278 increasing their positions, 254 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
-21
Holders Change %
-2.75%
% of All Funds
9.96%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
45
Increased
278
Reduced
254
Closed
55
Calls
$102M
Puts
$1.64M
Net Calls
+$99.9M
Net Calls Change
-$4.58M

Top Buyers

1
LPL Financial
LPL Financial
California
+$33M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$20.8M
3
Bank of America
Bank of America
North Carolina
+$18.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.5M
5
CAWM
Capital Advisors Wealth Management
Washington
+$10.8M

Top Sellers

1
CA
CSM Advisors
Pennsylvania
-$55.9M
2
PCM
Piedmont Capital Management
Montana
-$36.1M
3
AOI
Auto-Owners Insurance
Michigan
-$31M
4
PP
Prudential plc
United Kingdom
-$27.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
776
EPG Wealth Management
Georgia
– -$253K -2,086 Closed
HA
777
HC Advisors
Georgia
– -$242K -2,000 Closed
SAM
778
Smithbridge Asset Management
Pennsylvania
– -$231K -1,905 Closed
AIA
779
Armor Investment Advisors
North Carolina
– -$222K -1,833 Closed
CFG
780
Clayton Financial Group
Missouri
– -$209K -1,728 Closed
OWP
781
Obermeyer Wealth Partners
Colorado
– -$208K -1,718 Closed
PP
782
PDS Planning
Ohio
– -$203K -1,678 Closed
RWP
783
RWA Wealth Partners
Massachusetts
– -$202K -1,666 Closed
APG
784
Abacus Planning Group
South Carolina
– -$201K -1,661 Closed
AIM
785
Acropolis Investment Management
Missouri
– -$173K -1,425 Closed
CA
786
Centerpoint Advisors
Massachusetts
– -$121K -1,000 Closed
SIM
787
Synergy Investment Management
Florida
– -$71.6K -591 Closed
PA
788
PSI Advisors
Florida
– -$67.8K -560 Closed
QCG
789
Quadrant Capital Group
Ohio
– -$60.6K -500 Closed
CWM
790
Compass Wealth Management
Connecticut
– -$53.8K -444 Closed
AG
791
AmeriFlex Group
Nevada
– -$52.4K -433 Closed
MFA
792
McClarren Financial Advisors
Pennsylvania
– -$101K -340 Closed
NEWAS
793
N.E.W. Advisory Services
Wisconsin
– -$9.93K -82 Closed
PBK
794
Peoples Bank (Kansas)
Kansas
– -$7.99K -66 Closed
TIM
795
Tortoise Investment Management
New York
– -$7.99K -66 Closed
FCAS
796
First Command Advisory Services
Texas
– -$6.66K -55 Closed
TAM
797
Townsend Asset Management
North Carolina
– -$4.65K -38 Closed
PSFG
798
Park Square Financial Group
Georgia
– -$4.12K -34 Closed
SW
799
SVB Wealth
Massachusetts
– -$1.58K -13 Closed
HCP
800
Hexagon Capital Partners
Arkansas
– -$1.22K -10 Closed
29 30 31
32
33