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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
MFA
151
Mayflower Financial Advisors
Massachusetts
$3.09M +$3.99K +165 +0.1%
CFS
152
CRA Financial Services
New Jersey
$3.07M -$71.9K -2,975 -2%
CAWM
153
Capital Advisors Wealth Management
Washington
$3.06M -$9.55M -395,285 -76%
FAM
154
Formidable Asset Management
Ohio
$2.99M -$62K -2,565 -2%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$2.97M +$29.4K +1,215 +1%
NA
156
Nottingham Advisors
New York
$2.94M +$146K +6,050 +5%
AOI
157
Auto-Owners Insurance
Michigan
$2.91M
FA
158
FC Advisory
Pennsylvania
$2.91M -$28.9K -1,195 -1%
WIA
159
World Investment Advisors
California
$2.85M -$322K -13,345 -10%
MBFW
160
Morton Brown Family Wealth
Pennsylvania
$2.84M -$29.7K -1,230 -1%
HNWAG
161
High Net Worth Advisory Group
Florida
$2.84M +$6.89K +285 +0.2%
GA
162
GSG Advisors
New Jersey
$2.83M +$17.5K +725 +0.6%
ASBI
163
American State Bank (Iowa)
Iowa
$2.8M -$554K -22,910 -17%
WMA
164
Wealth Management Associates
New Jersey
$2.79M +$135K +5,590 +5%
SFG
165
Sowa Financial Group
Rhode Island
$2.77M -$21.5K -890 -0.8%
KAM
166
Kensington Asset Management
Texas
$2.76M +$2.72M +112,500 New
Bessemer Group
167
Bessemer Group
New Jersey
$2.74M +$1.1M +45,325 +68%
SC
168
Scotia Capital
Ontario, Canada
$2.61M -$68.3K -2,825 -3%
NG
169
Norden Group
Utah
$2.6M +$36.2K +1,500 +1%
FFG
170
Frisch Financial Group
New York
$2.58M +$23.6K +975 +0.9%
GFG
171
Goldstone Financial Group
Illinois
$2.55M +$62.5K +2,585 +3%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$2.54M -$52.3K -2,165 -2%
KA
173
Klingman & Associates
New York
$2.53M +$725 +30 +0%
WWA
174
WCG Wealth Advisors
Nevada
$2.53M -$71.3K -2,950 -3%
RWP
175
Ridgecrest Wealth Partners
California
$2.48M +$28.9K +1,195 +1%