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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
IWM
126
IHT Wealth Management
Illinois
$3.9M -$186K -7,710 -5%
AF
127
AtlasMark Financial
Texas
$3.85M +$186K +7,705 +5%
JWCA
128
J.W. Cole Advisors
Florida
$3.77M -$323K -13,370 -8%
ISWM
129
Independent Solutions Wealth Management
New York
$3.75M +$105K +4,350 +3%
SAM
130
Smartleaf Asset Management
Massachusetts
$3.75M +$2.61M +107,905 +235%
AWA
131
Arkadios Wealth Advisors
Georgia
$3.75M +$134K +5,530 +4%
AF
132
Allworth Financial
California
$3.74M -$60.7K -2,510 -2%
GGI
133
Godsey & Gibb Inc
Virginia
$3.7M +$178K +7,350 +5%
CWM
134
Connecticut Wealth Management
Connecticut
$3.65M -$12.6K -520 -0.3%
KFP
135
Keystone Financial Planning
Ohio
$3.62M -$65.2K -2,700 -2%
GCA
136
Gallagher Capital Advisors
Texas
$3.62M +$1.46M +60,430 +65%
AIM
137
Allen Investment Management
New York
$3.57M
SFB
138
STAR Financial Bank
Indiana
$3.52M +$10.3K +425 +0.3%
IWC
139
Integrated Wealth Concepts
Massachusetts
$3.44M +$233K +9,655 +7%
DADC
140
D.A. Davidson & Co
Montana
$3.44M -$5.32K -220 -0.2%
IA
141
IFG Advisory
Georgia
$3.43M +$49.5K +2,050 +1%
JWM
142
Jackson Wealth Management
Florida
$3.42M +$155K +6,425 +5%
VFA
143
Valeo Financial Advisors
Indiana
$3.36M +$62.8K +2,600 +2%
BSSFA
144
Baron Silver Stevens Financial Advisors
Florida
$3.35M -$26.9K -1,115 -0.8%
KWM
145
Kingsview Wealth Management
Oregon
$3.33M +$185K +7,670 +6%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$3.31M +$658K +27,235 +25%
MCAI
147
Members Capital Advisors Inc
Wisconsin
$3.31M +$3.27M +135,265 New
KOMWMG
148
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.3M +$23.2K +960 +0.7%
CCA
149
Cora Capital Advisors
New Jersey
$3.21M +$51.1K +2,115 +2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$3.16M +$11.7K +485 +0.4%