HDV

iShares Core High Dividend ETF

778 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, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
TFA
776
Transamerica Financial Advisors
Florida
$398
GFWA
777
Grey Fox Wealth Advisors
Delaware
$367
PWAM
778
Private Wealth Asset Management
Iowa
$245
TPBG
779
Turning Point Benefit Group
Maryland
$123
SW
780
SteelPeak Wealth
California
SXL
781
Summit X LLC
Missouri
CAMV
782
Concord Asset Management (Virginia)
Virginia
RDWM
783
Red Door Wealth Management
Tennessee
AAP
784
Arax Advisory Partners
Colorado
LSA
785
Lion Street Advisors
Texas
BPA
786
Beacon Pointe Advisors
California
IPW
787
Impact Partnership Wealth
Georgia
FAIM
788
Financial Advocates Investment Management
Washington
DOA
789
D'Orazio & Associates
Virginia
C1AG
790
Client 1st Advisory Group
Florida
FCT
791
Family Capital Trust
Massachusetts
FA
792
Fermata Advisors
California
FPAS
793
Focus Partners Advisor Solutions
Missouri
DWM
794
Diversify Wealth Management
Utah
CIC
795
Carnegie Investment Counsel
Ohio
PFA
796
Pure Financial Advisors
California
SWA
797
Strategies Wealth Advisors
Michigan
PFGIA
798
Patriot Financial Group Insurance Agency
Massachusetts
VCM
799
Vision Capital Management
Oregon
AIA
800
AIMZ Investment Advisors
California