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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
MA
101
MJP Associates
Connecticut
$6.87M -$353K -13,260 -5%
SWP
102
Summit Wealth Partners
Florida
$6.63M +$31.5K +1,185 +0.5%
FFG
103
Foundry Financial Group
New Hampshire
$6.6M +$10.1K +380 +0.2%
GFA
104
Gallagher Fiduciary Advisors
Illinois
$6.52M +$599K +22,515 +10%
PS
105
Principal Securities
Iowa
$6.44M +$355K +13,345 +6%
Corient Private Wealth
106
Corient Private Wealth
Florida
$6.43M -$27.4M -1,029,165 -81%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$6.33M +$5.73M +215,120 +1,199%
EH
108
Equitable Holdings
New York
$6.32M +$311K +11,665 +5%
AWM
109
Accurate Wealth Management
Florida
$6.3M +$6.26M +235,150 New
CIBC World Market
110
CIBC World Market
Ontario, Canada
$6.27M +$203K +7,620 +3%
PFS
111
Paller Financial Services
Colorado
$5.97M +$72.9K +2,740 +1%
CP
112
Cornerstone Planning
North Carolina
$5.92M +$823K +30,900 +17%
SS
113
Sunbelt Securities
Texas
$5.81M +$752K +28,255 +15%
CAL
114
Capital Advisors Ltd
Ohio
$5.71M +$455K +17,110 +9%
CF
115
Convergence Financial
Missouri
$5.53M +$401K +15,070 +8%
CCG
116
Chatham Capital Group
Georgia
$5.39M +$66.5K +2,500 +1%
FF
117
Farrow Financial
Vermont
$5.34M -$42.2K -1,585 -0.8%
IWM
118
IHT Wealth Management
Illinois
$5.22M +$905K +34,010 +21%
MFG
119
Merit Financial Group
Georgia
$5.21M -$327K -12,290 -6%
BFG
120
Broussard Financial Group
Louisiana
$5.13M +$10.9K +410 +0.2%
HFRG
121
Houlihan Financial Resource Group
Virginia
$5.13M +$11.2K +420 +0.2%
William Blair & Company
122
William Blair & Company
Illinois
$5.13M -$126K -4,725 -2%
EFG
123
Embree Financial Group
Illinois
$5.08M +$392K +14,715 +9%
SFWC
124
Strategic Family Wealth Counselors
New Jersey
$5.06M -$45K -1,690 -0.9%
NA
125
NewEdge Advisors
Louisiana
$5.04M +$433K +16,260 +10%