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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
BFA
76
Beaumont Financial Advisors
Massachusetts
$10.2M +$6.66K +250 +0.1%
FP
77
Financial Perspectives
Minnesota
$10.2M +$85.7K +3,220 +0.9%
QC
78
Quadrature Capital
United Kingdom
$9.94M +$9.75M +366,175 New
BWM
79
Base Wealth Management
Florida
$9.59M +$248K +9,335 +3%
FA
80
Forefront Analytics
Pennsylvania
$9.24M -$163K -6,105 -2%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$9.21M +$5.78M +217,080 +178%
RFC
82
Regions Financial Corp
Alabama
$8.8M +$116K +4,370 +1%
GAM
83
Gotham Asset Management
New York
$8.77M +$8.29M +311,500 +2,676%
MWM
84
Maltin Wealth Management
New Jersey
$8.67M +$844K +31,705 +11%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$8.55M -$309K -11,605 -4%
GFA
86
Godfrey Financial Associates
New York
$8.25M -$81.3K -3,055 -1%
FFA
87
Farther Finance Advisors
California
$8.1M +$713K +26,800 +10%
SA
88
Sanctuary Advisors
Indiana
$7.93M +$976K +36,680 +14%
CL
89
COWA LLC
Oklahoma
$7.79M +$185K +6,960 +2%
SPC
90
Sigma Planning Corp
Michigan
$7.76M +$49.4K +1,855 +0.7%
ONB
91
Old National Bancorp
Indiana
$7.56M +$148K +5,550 +2%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$7.5M -$14.8K -555 -0.2%
Franklin Resources
93
Franklin Resources
California
$7.31M +$18K +675 +0.3%
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$7.26M +$594K +22,330 +9%
GPW
95
Gray Private Wealth
Massachusetts
$7.26M +$164K +6,145 +2%
AO
96
Advisor OS
Illinois
$7.19M -$147K -5,515 -2%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$7.15M -$2.39M -89,635 -25%
P
98
&Partners
Tennessee
$7.14M +$835K +31,380 +14%
CFG
99
Citizens Financial Group
Rhode Island
$7.11M -$1.27M -47,605 -15%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$7.05M +$284K +10,675 +4%