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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
SA
101
Sanctuary Advisors
Indiana
$6.22M +$340K +13,975 +6%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$6.06M +$64.9K +2,670 +1%
EH
103
Equitable Holdings
New York
$6.03M +$1.2M +49,245 +25%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$5.96M +$1.12M +45,980 +23%
SWP
105
Summit Wealth Partners
Florida
$5.91M +$74.9K +3,080 +1%
FFG
106
Foundry Financial Group
New Hampshire
$5.9M +$237K +9,750 +4%
JCM
107
J2 Capital Management
Michigan
$5.66M +$1.64M +67,395 +41%
P
108
&Partners
Tennessee
$5.65M +$538K +22,110 +11%
PS
109
Principal Securities
Iowa
$5.44M +$236K +9,700 +5%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$5.44M +$17.4K +715 +0.3%
GFA
111
Gallagher Fiduciary Advisors
Illinois
$5.29M +$341K +14,020 +7%
PFS
112
Paller Financial Services
Colorado
$5.29M +$5.29M +217,360 New
JCM
113
Janney Capital Management
Pennsylvania
$5.23M -$67.8K -2,790 -1%
MFG
114
Merit Financial Group
Georgia
$4.97M -$265K -10,880 -5%
FF
115
Farrow Financial
Vermont
$4.82M +$136K +5,605 +3%
CCG
116
Chatham Capital Group
Georgia
$4.77M -$193K -7,925 -4%
HFRG
117
Houlihan Financial Resource Group
Virginia
$4.76M +$2.44M +100,245 +114%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$4.76M +$88.3K +3,630 +2%
William Blair & Company
119
William Blair & Company
Illinois
$4.71M +$132K +5,445 +3%
CAL
120
Capital Advisors Ltd
Ohio
$4.7M +$208K +8,565 +5%
CF
121
Convergence Financial
Missouri
$4.59M +$4.59M +188,800 New
BFG
122
Broussard Financial Group
Louisiana
$4.59M +$4.59M +188,725 New
CP
123
Cornerstone Planning
North Carolina
$4.57M +$4.55M +186,990 New
BOPW
124
Brandywine Oak Private Wealth
Pennsylvania
$4.55M -$3.53K -145 -0.1%
SS
125
Sunbelt Securities
Texas
$4.52M -$927K -38,125 -17%