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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
PS
101
Principal Securities
Iowa
$5.24M +$121K +5,005 +2%
P
102
&Partners
Tennessee
$5.15M +$347K +14,365 +7%
CCG
103
Chatham Capital Group
Georgia
$4.99M +$285K +11,775 +6%
GFA
104
Gallagher Fiduciary Advisors
Illinois
$4.99M -$4.32M -178,735 -47%
FA
105
Forefront Analytics
Pennsylvania
$4.88M -$255K -10,535 -5%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$4.88M -$381K -15,760 -7%
EH
107
Equitable Holdings
New York
$4.86M +$425K +17,580 +10%
FF
108
Farrow Financial
Vermont
$4.72M +$23.7K +980 +0.5%
FWP
109
Forefront Wealth Partners
Texas
$4.67M +$4.61M +190,685 New
William Blair & Company
110
William Blair & Company
Illinois
$4.61M +$13.2K +545 +0.3%
BOPW
111
Brandywine Oak Private Wealth
Pennsylvania
$4.59M -$21.5K -890 -0.5%
CAL
112
Capital Advisors Ltd
Ohio
$4.52M +$75.5K +3,125 +2%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$4.52M +$73.1K +3,025 +2%
Renaissance Technologies
114
Renaissance Technologies
New York
$4.42M +$4.36M +180,500 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$4.34M -$1.49M -61,670 -26%
EFG
116
Embree Financial Group
Illinois
$4.24M -$423K -17,495 -9%
SDAM
117
Shulman DeMeo Asset Management
New York
$4.18M -$3.75K -155 -0.1%
BSTWA
118
Blake Schutter Theil Wealth Advisors
Ohio
$4.16M +$4.11M +170,020 New
JCM
119
J2 Capital Management
Michigan
$4.05M +$21.5K +890 +0.5%
CFA
120
Cahill Financial Advisors
Minnesota
$4.02M +$1.21K +50 +0%
AFTS
121
American Financial & Tax Strategies
New York
$4M +$224K +9,285 +6%
JFG
122
Jefferies Financial Group
New York
$3.97M +$35.6K +1,475 +0.9%
BHBT
123
Burke & Herbert Bank & Trust
Virginia
$3.95M -$48.6K -2,010 -1%
WFM
124
Wolff Financial Management
Michigan
$3.93M -$15K -620 -0.4%
NA
125
NewEdge Advisors
Louisiana
$3.92M +$195K +8,085 +5%