We are live on ! Find out more
HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
776
Duncker Streett & Co
Missouri
$1.71K
TFM
777
TFC Financial Management
Massachusetts
$1.51K +$1.45K +60 New
HC
778
Hurley Capital
New York
$639
TFA
779
Transamerica Financial Advisors
Florida
$398 +$483 +20 New
GFWA
780
Grey Fox Wealth Advisors
Delaware
$367 +$362 +15 New
PWAM
781
Private Wealth Asset Management
Iowa
$245
TPBG
782
Turning Point Benefit Group
Maryland
$123 +$121 +5 New
KFBMI
783
Kentucky Farm Bureau Mutual Insurance
Kentucky
-$5.86M -250,000 Closed
SW
784
SteelPeak Wealth
California
-$5.29M -225,595 Closed
SXL
785
Summit X LLC
Missouri
-$2.12M -90,590 Closed
CAMV
786
Concord Asset Management (Virginia)
Virginia
-$1.88M -80,315 Closed
RDWM
787
Red Door Wealth Management
Tennessee
-$1.47M -62,750 Closed
AAP
788
Arax Advisory Partners
Colorado
-$1.3M -55,395 Closed
LSA
789
Lion Street Advisors
Texas
-$741K -31,620 Closed
BPA
790
Beacon Pointe Advisors
California
-$631K -26,910 Closed
IPW
791
Impact Partnership Wealth
Georgia
-$536K -22,860 Closed
FAIM
792
Financial Advocates Investment Management
Washington
-$475K -20,265 Closed
DOA
793
D'Orazio & Associates
Virginia
-$457K -19,495 Closed
C1AG
794
Client 1st Advisory Group
Florida
-$356K -15,185 Closed
FCT
795
Family Capital Trust
Massachusetts
-$352K -15,000 Closed
FA
796
Fermata Advisors
California
-$308K -13,155 Closed
FPAS
797
Focus Partners Advisor Solutions
Missouri
-$307K -13,100 Closed
DWM
798
Diversify Wealth Management
Utah
-$276K -11,455 Closed
CIC
799
Carnegie Investment Counsel
Ohio
-$238K -10,170 Closed
PFA
800
Pure Financial Advisors
California
-$234K -9,965 Closed