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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
FHA
126
Flagship Harbor Advisors
Massachusetts
$4.44M +$128K +5,245 +3%
AWM
127
Aureum Wealth Management
Florida
$4.29M +$4.29M +176,375 New
AFTS
128
American Financial & Tax Strategies
New York
$4.25M +$280K +11,505 +7%
JFG
129
Jefferies Financial Group
New York
$4.23M +$285K +11,720 +7%
EFG
130
Embree Financial Group
Illinois
$4.19M -$24.1K -990 -0.6%
SDAM
131
Shulman DeMeo Asset Management
New York
$4.15M +$2.31K +95 +0.1%
BSTWA
132
Blake Schutter Theil Wealth Advisors
Ohio
$4.13M -$730 -30 -0%
NA
133
NewEdge Advisors
Louisiana
$4.12M +$221K +9,085 +6%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$4.04M +$747K +30,715 +23%
GGI
135
Godsey & Gibb Inc
Virginia
$3.98M +$299K +12,310 +8%
CFA
136
Cahill Financial Advisors
Minnesota
$3.95M -$39.4K -1,620 -1%
WFM
137
Wolff Financial Management
Michigan
$3.9M +$1.82K +75 +0%
AWA
138
Arkadios Wealth Advisors
Georgia
$3.89M +$161K +6,600 +4%
IWM
139
IHT Wealth Management
Illinois
$3.85M -$18.6K -765 -0.5%
AF
140
AtlasMark Financial
Texas
$3.84M +$20.8K +855 +0.5%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$3.76M +$1.23M +50,715 +49%
AF
142
Allworth Financial
California
$3.75M +$36K +1,480 +1%
IA
143
IFG Advisory
Georgia
$3.73M +$330K +13,550 +10%
ISWM
144
Independent Solutions Wealth Management
New York
$3.7M -$32.8K -1,350 -0.9%
CWM
145
Connecticut Wealth Management
Connecticut
$3.61M -$9.36K -385 -0.3%
JWM
146
Jackson Wealth Management
Florida
$3.58M +$179K +7,365 +5%
AIM
147
Allen Investment Management
New York
$3.55M
KFP
148
Keystone Financial Planning
Ohio
$3.47M -$134K -5,500 -4%
KWM
149
Kingsview Wealth Management
Oregon
$3.46M +$148K +6,090 +4%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$3.4M +$268K +11,040 +9%