HDV

iShares Core High Dividend ETF

774 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 288 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
SteelPeak Wealth
California
SXL
777
Summit X LLC
Missouri
CAMV
778
Concord Asset Management (Virginia)
Virginia
RDWM
779
Red Door Wealth Management
Tennessee
AAP
780
Arax Advisory Partners
Colorado
LSA
781
Lion Street Advisors
Texas
BPA
782
Beacon Pointe Advisors
California
IPW
783
Impact Partnership Wealth
Georgia
FAIM
784
Financial Advocates Investment Management
Washington
DOA
785
D'Orazio & Associates
Virginia
C1AG
786
Client 1st Advisory Group
Florida
FCT
787
Family Capital Trust
Massachusetts
FA
788
Fermata Advisors
California
FPAS
789
Focus Partners Advisor Solutions
Missouri
DWM
790
Diversify Wealth Management
Utah
CIC
791
Carnegie Investment Counsel
Ohio
PFA
792
Pure Financial Advisors
California
SWA
793
Strategies Wealth Advisors
Michigan
PFGIA
794
Patriot Financial Group Insurance Agency
Massachusetts
VCM
795
Vision Capital Management
Oregon
AIA
796
AIMZ Investment Advisors
California
GWANC
797
Guardian Wealth Advisors (North Carolina)
North Carolina
TSMHT
798
Thurston Springer Miller Herd & Titak
Indiana
CIA
799
Choate Investment Advisors
Massachusetts
CWIG
800
Chung Wu Investment Group
Texas