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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
AAS
826
Ameritas Advisory Services
Nebraska
-$435K -17,765 Closed
BCG
827
Bravias Capital Group
New Jersey
-$410K -16,740 Closed
WA
828
Wealthstar Advisors
Texas
-$376K -15,350 Closed
BJL
829
Brighton Jones LLC
Washington
-$354K -14,445 Closed
CKAIS
830
Christensen King & Associates Investment Services
Washington
-$349K -14,230 Closed
CPRC
831
Consolidated Portfolio Review Corp
New York
-$330K -13,465 Closed
QPBE
832
Quintet Private Bank (Europe)
Luxembourg
-$300K -12,250 Closed
MC
833
McCarthy & Cox
Ohio
-$298K -12,160 Closed
M1FG
834
Mach-1 Financial Group
Arkansas
-$294K -12,005 Closed
UFPG
835
United Financial Planning Group
New York
-$90.1K -10,130 Closed
SWGC
836
Summit Wealth Group (Colorado)
Colorado
-$543K -10,110 Closed
KP
837
Kitching Partners
Pennsylvania
-$246K -10,035 Closed
SB
838
Strategic Blueprint
Georgia
-$236K -9,650 Closed
BPAMU
839
BTG Pactual Asset Management US
New York
-$196K -8,360 Closed
PAM
840
Palisade Asset Management
Minnesota
-$195K -7,945 Closed
Optiver Holding
841
Optiver Holding
Netherlands
-$98.5K -4,020 Closed
AUB
842
Atlantic Union Bankshares
Virginia
-$91.8K -3,750 Closed
PIS
843
POM Investment Strategies
North Carolina
-$91.8K -3,750 Closed
SIC
844
Salem Investment Counselors
North Carolina
-$83.6K -3,415 Closed
TFA
845
Toth Financial Advisory
Virginia
-$69.3K -2,830 Closed
CIR
846
Clear Investment Research
Georgia
-$62.4K -2,545 Closed
MAM
847
MMA Asset Management
Pennsylvania
-$57.9K -2,365 Closed
HWA
848
Heartwood Wealth Advisors
Virginia
-$54.4K -2,220 Closed
EWM
849
EPG Wealth Management
Georgia
-$39.6K -1,615 Closed
CHC
850
City Holding Co
West Virginia
-$27.6K -1,125 Closed