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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
SWA
801
Strategies Wealth Advisors
Michigan
-$213K -9,095 Closed
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
-$210K -8,955 Closed
VCM
803
Vision Capital Management
Oregon
-$210K -8,955 Closed
AIA
804
AIMZ Investment Advisors
California
-$209K -8,900 Closed
GWANC
805
Guardian Wealth Advisors (North Carolina)
North Carolina
-$103K -4,400 Closed
TSMHT
806
Thurston Springer Miller Herd & Titak
Indiana
-$77.8K -3,315 Closed
CIA
807
Choate Investment Advisors
Massachusetts
-$58.6K -2,500 Closed
CWIG
808
Chung Wu Investment Group
Texas
-$46.9K -2,000 Closed
EWA
809
EQ Wealth Advisors
Texas
-$38.4K -1,640 Closed
CTA
810
Colonial Trust Advisors
South Carolina
-$36.7K -1,565 Closed
OAJ
811
Ogorek Anthony Joseph
New York
-$10K -445 Closed
CIA
812
Cape Investment Advisory
Georgia
-$7.85K -335 Closed
T
813
Transce3nd
Texas
-$7.15K -305 Closed
HT
814
Headlands Technologies
Illinois
-$4.69K -200 Closed
CAM
815
Costello Asset Management
Pennsylvania
-$3.64K -155 Closed
KHC
816
Koesten Hirschmann & Crabtree
Kansas
-$1.95K -85 Closed
KGP
817
Keystone Global Partners
Colorado
-$1.29K -55 Closed
CMA
818
Cedar Mountain Advisors
Oregon
-$2
NC
819
NewSquare Capital
Pennsylvania
-$13
CCM
820
Cloud Capital Management
Washington
+$362 +15 New