We are live on ! Find out more
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
SFB
151
STAR Financial Bank
Indiana
$3.39M -$107K -4,415 -3%
DADC
152
D.A. Davidson & Co
Montana
$3.36M -$54.7K -2,250 -2%
RCG
153
Regatta Capital Group
California
$3.36M +$1.07M +44,095 +47%
AAP
154
Arax Advisory Partners
Colorado
$3.34M +$3.34M +137,320 New
CCA
155
Cora Capital Advisors
New Jersey
$3.34M +$149K +6,110 +5%
BSSFA
156
Baron Silver Stevens Financial Advisors
Florida
$3.32M
KOMWMG
157
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.28M +$2.55K +105 +0.1%
IWC
158
Integrated Wealth Concepts
Massachusetts
$3.22M -$193K -7,955 -6%
MFA
159
Mayflower Financial Advisors
Massachusetts
$3.17M +$103K +4,220 +3%
AQR Capital Management
160
AQR Capital Management
Connecticut
$3.16M +$2.75M +113,130 +669%
IRP
161
Investment Research Partners
Pennsylvania
$3.14M +$844K +34,690 +37%
NA
162
Nottingham Advisors
New York
$3.11M +$193K +7,925 +7%
CAWM
163
Capital Advisors Wealth Management
Washington
$3.08M +$32.7K +1,345 +1%
BHBT
164
Burke & Herbert Bank & Trust
Virginia
$3.06M -$856K -35,185 -22%
WIA
165
World Investment Advisors
California
$3.06M +$236K +9,690 +8%
Bessemer Group
166
Bessemer Group
New Jersey
$3.06M +$339K +13,925 +12%
JWCA
167
J.W. Cole Advisors
Florida
$3.06M -$194K -7,975 -5%
VFA
168
Valeo Financial Advisors
Indiana
$3.05M -$285K -11,725 -9%
CFS
169
CRA Financial Services
New Jersey
$3.04M -$6.45K -265 -0.2%
HPWM
170
High Point Wealth Management
New Jersey
$3.04M +$3.04M +125,185 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$3.03M +$77.6K +3,190 +3%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$2.97M +$2.66M +109,220 +849%
AOI
173
Auto-Owners Insurance
Michigan
$2.89M
NFG
174
Nations Financial Group
Iowa
$2.89M +$768K +31,565 +36%
MCM
175
MAI Capital Management
Ohio
$2.88M +$1.81M +74,415 +169%