HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$6.22M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$6.06M
EH
103
Equitable Holdings
New York
$6.03M
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$5.96M
SWP
105
Summit Wealth Partners
Florida
$5.91M
FFG
106
Foundry Financial Group
New Hampshire
$5.9M
JCM
107
J2 Capital Management
Michigan
$5.66M
P
108
&Partners
Tennessee
$5.65M
PS
109
Principal Securities
Iowa
$5.44M
CIBC World Market
110
CIBC World Market
Ontario, Canada
$5.44M
GFA
111
Gallagher Fiduciary Advisors
Illinois
$5.29M
PFS
112
Paller Financial Services
Colorado
$5.29M
JCM
113
Janney Capital Management
Pennsylvania
$5.23M
MFG
114
Merit Financial Group
Georgia
$4.97M
FF
115
Farrow Financial
Vermont
$4.82M
CCG
116
Chatham Capital Group
Georgia
$4.77M
HFRG
117
Houlihan Financial Resource Group
Virginia
$4.76M
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$4.76M
William Blair & Company
119
William Blair & Company
Illinois
$4.71M
CAL
120
Capital Advisors Ltd
Ohio
$4.7M
CF
121
Convergence Financial
Missouri
$4.59M
BFG
122
Broussard Financial Group
Louisiana
$4.59M
BOPW
123
Brandywine Oak Private Wealth
Pennsylvania
$4.55M
SS
124
Sunbelt Securities
Texas
$4.52M
FHA
125
Flagship Harbor Advisors
Massachusetts
$4.44M