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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
SAM
76
Smartleaf Asset Management
Massachusetts
$9.28M +$5.49M +225,660 +147%
ST
77
Smithfield Trust
Pennsylvania
$9.21M +$1.06M +43,440 +13%
BFA
78
Beaumont Financial Advisors
Massachusetts
$9.16M -$428K -17,605 -4%
FP
79
Financial Perspectives
Minnesota
$9.02M +$130K +5,360 +1%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$8.59M +$209K +8,600 +2%
FA
81
Forefront Analytics
Pennsylvania
$8.43M +$3.58M +147,095 +74%
BWM
82
Base Wealth Management
Florida
$8.36M +$702K +28,880 +9%
GRP
83
Global Retirement Partners
California
$8.16M +$895K +36,815 +12%
Allianz Asset Management
84
Allianz Asset Management
Germany
$7.99M +$7.99M +328,500 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$7.95M -$275K -11,310 -3%
RFC
86
Regions Financial Corp
Alabama
$7.77M -$709K -29,160 -8%
CFG
87
Citizens Financial Group
Rhode Island
$7.53M -$382K -15,725 -5%
GFA
88
Godfrey Financial Associates
New York
$7.47M +$7.46M +306,960 New
RWA
89
Redhawk Wealth Advisors
Minnesota
$7.16M +$7.16M +294,285 New
MWM
90
Maltin Wealth Management
New Jersey
$7M +$506K +20,795 +8%
SPC
91
Sigma Planning Corp
Michigan
$6.91M -$19.7K -810 -0.3%
CL
92
COWA LLC
Oklahoma
$6.81M +$35.5K +1,460 +0.5%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$6.73M -$5.23K -215 -0.1%
FFA
94
Farther Finance Advisors
California
$6.7M +$1.1M +45,205 +20%
ONB
95
Old National Bancorp
Indiana
$6.64M
AO
96
Advisor OS
Illinois
$6.58M -$372K -15,280 -5%
LFAS
97
Level Four Advisory Services
Texas
$6.56M -$38.3K -1,575 -0.6%
Franklin Resources
98
Franklin Resources
California
$6.53M -$549K -22,590 -8%
MA
99
MJP Associates
Connecticut
$6.48M -$161K -6,625 -2%
GPW
100
Gray Private Wealth
Massachusetts
$6.35M +$257K +10,555 +4%