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HDV

iShares Core High Dividend ETF

855 hedge funds and large institutions have $6.05B invested in iShares Core High Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,506% more call options, than puts

Call options by funds: $137M | Put options by funds: $8.51M

122% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 50

37% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 237

16% more capital invested

Capital invested by funds: $5.23B → $6.05B (+$825M)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

7.59% more ownership

Funds ownership: 218.73%226.32% (+7.6%)

6% more funds holding

Funds holding: 808855 (+47)

Holders
855
Holders Change
+47
Holders Change %
+5.82%
% of All Funds
10.53%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.3%
New
111
Increased
324
Reduced
237
Closed
50
Calls
$137M
Puts
$8.51M
Net Calls
+$128M
Net Calls Change
+$56.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
826
Physician Wealth Advisors
Utah
$8.69K
BFP
827
Birchwood Financial Partners
Minnesota
$8.61K
RBC
828
Roble Belko & Company
Pennsylvania
$8K
VCM
829
Versant Capital Management
Arizona
$7.87K
AF
830
Aviso Financial
Ontario, Canada
$7.06K
BLC
831
Brown, Lisle/Cummings
Rhode Island
$6.79K
EDRH
832
Edmond de Rothschild Holding
Switzerland
$5.97K
MCP
833
Miller Capital Partners
Michigan
$5.43K
WBC
834
West Branch Capital
Massachusetts
$5.16K +$5.06K +190 New
SIS
835
Sound Income Strategies
Florida
$4.6K -$19.3K -725 -81%
CTWM
836
Cherry Tree Wealth Management
Minnesota
$4.48K
SVCP
837
Silicon Valley Capital Partners
California
$4.21K
AW
838
Avion Wealth
Texas
$4K
BWM
839
Bernard Wealth Management
Michigan
$3.53K
SFG
840
Strive Financial Group
Indiana
$3K
PGAM
841
Princeton Global Asset Management
New Jersey
$2.85K -$1.46K -55 -34%
SEP
842
Signature Equity Partners
Ohio
$2.71K +$2.66K +100 New
MCA
843
McGuire Capital Advisors
Oklahoma
$2.58K
GC
844
Gould Capital
Washington
$2.44K
Citigroup
845
Citigroup
New York
$2.31K -$179K -6,715 -99%
MHIP
846
Mountain Hill Investment Partners
New Jersey
$2.23K
PRAG
847
Portfolio Resources Advisor Group
Florida
$2.17K +$2.13K +80 New
AIS
848
Advocate Investing Services
Maryland
$2.04K
CCWM
849
Cassaday & Co Wealth Management
Virginia
$2.04K +$2K +75 New
DSC
850
Duncker Streett & Co
Missouri
$1.9K