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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
CFG
76
Citizens Financial Group
Rhode Island
$7.97M +$250K +10,340 +3%
GB
77
Gunma Bank
Japan
$7.96M
BWM
78
Base Wealth Management
Florida
$7.71M -$1.25M -51,695 -14%
GRP
79
Global Retirement Partners
California
$7.31M +$1.06M +43,880 +17%
Franklin Resources
80
Franklin Resources
California
$7.13M +$100K +4,150 +1%
AO
81
Advisor OS
Illinois
$7M +$482K +19,945 +8%
SPC
82
Sigma Planning Corp
Michigan
$6.98M +$262K +10,835 +4%
CL
83
COWA LLC
Oklahoma
$6.82M +$159K +6,600 +2%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$6.79M -$61.1K -2,530 -0.9%
ONB
85
Old National Bancorp
Indiana
$6.69M +$502K +20,790 +8%
MA
86
MJP Associates
Connecticut
$6.68M +$77.4K +3,205 +1%
LFAS
87
Level Four Advisory Services
Texas
$6.65M -$101K -4,190 -2%
MWM
88
Maltin Wealth Management
New Jersey
$6.54M +$305K +12,615 +5%
GPW
89
Gray Private Wealth
Massachusetts
$6.14M +$107K +4,420 +2%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$6.03M -$239K -9,910 -4%
Cerity Partners
91
Cerity Partners
New York
$5.93M +$1.65M +68,400 +39%
SA
92
Sanctuary Advisors
Indiana
$5.92M +$1.64M +67,890 +39%
SWP
93
Summit Wealth Partners
Florida
$5.88M -$82K -3,395 -1%
FFG
94
Foundry Financial Group
New Hampshire
$5.71M +$109K +4,510 +2%
FFA
95
Farther Finance Advisors
California
$5.64M +$3.02M +124,910 +118%
SS
96
Sunbelt Securities
Texas
$5.49M +$716K +29,620 +15%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$5.46M +$108K +4,460 +2%
Corient Private Wealth
98
Corient Private Wealth
Florida
$5.39M +$3.39M +140,210 +176%
JCM
99
Janney Capital Management
Pennsylvania
$5.34M +$24.2K +1,000 +0.5%
MFG
100
Merit Financial Group
Georgia
$5.27M -$166K -6,875 -3%