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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
776
Signature Resources Capital Management
California
$9.12K -$139K -5,720 -94%
RFG
777
REAP Financial Group
Texas
$9.12K
LWM
778
Lodestone Wealth Management
Washington
$8.63K +$8.63K +355 New
FFA
779
Founders Financial Alliance
North Carolina
$8.51K -$86.7K -3,565 -91%
CIA
780
Cape Investment Advisory
Georgia
$8.15K +$8.15K +335 New
PWA
781
Physician Wealth Advisors
Utah
$7.78K
BFP
782
Birchwood Financial Partners
Minnesota
$7.66K +$7.66K +315 New
S
783
SignatureFD
Georgia
$7.54K +$122 +5 +2%
VCM
784
Versant Capital Management
Arizona
$7.05K
RBC
785
Roble Belko & Company
Pennsylvania
$7K
AF
786
Aviso Financial
Ontario, Canada
$6.33K
BLC
787
Brown, Lisle/Cummings
Rhode Island
$6.08K
EDRH
788
Edmond de Rothschild Holding
Switzerland
$5.35K
MCP
789
Miller Capital Partners
Michigan
$4.87K +$4.86K +200 New
BWM
790
Benson Wealth Management
Tennessee
$4.62K +$4.62K +190 New
CTWM
791
Cherry Tree Wealth Management
Minnesota
$4.01K
PGAM
792
Princeton Global Asset Management
New Jersey
$3.89K
SVCP
793
Silicon Valley Capital Partners
California
$3.77K
BWM
794
Bernard Wealth Management
Michigan
$3.16K
NL
795
Navalign LLC
California
$3.04K +$3.04K +125 New
AW
796
Avion Wealth
Texas
$3K
SFG
797
Strive Financial Group
Indiana
$2.55K +$2.55K +105 New
MCA
798
McGuire Capital Advisors
Oklahoma
$2.31K +$2.31K +95 New
GC
799
Gould Capital
Washington
$2.19K
AWA
800
Acumen Wealth Advisors
Tennessee
$2.19K +$2.19K +90 New