HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
WMA
176
Wealth Management Associates
New Jersey
$2.84M
IA
177
Integrity Alliance
Iowa
$2.8M
HNWAG
178
High Net Worth Advisory Group
Florida
$2.78M
GA
179
GSG Advisors
New Jersey
$2.78M
MBFW
180
Morton Brown Family Wealth
Pennsylvania
$2.76M
KAM
181
Kensington Asset Management
Texas
$2.74M
DAS
182
Diversify Advisory Services
Utah
$2.67M
ASBI
183
American State Bank (Iowa)
Iowa
$2.66M
SFG
184
Sowa Financial Group
Rhode Island
$2.66M
FA
185
FC Advisory
Pennsylvania
$2.64M
FFG
186
Frisch Financial Group
New York
$2.63M
SC
187
Scotia Capital
Ontario, Canada
$2.56M
ANTB
188
AMG National Trust Bank
Colorado
$2.55M
KA
189
Klingman & Associates
New York
$2.51M
IF
190
Ironwood Financial
Arizona
$2.51M
SWP
191
Stratos Wealth Partners
Ohio
$2.5M
WWA
192
WCG Wealth Advisors
Nevada
$2.49M
HI
193
Harbour Investments
Wisconsin
$2.48M
GFG
194
Goldstone Financial Group
Illinois
$2.47M
WWM
195
Western Wealth Management
Colorado
$2.47M
TCBWMS
196
Texas Capital Bank Wealth Management Services
Texas
$2.46M
VA
197
Valmark Advisers
Ohio
$2.44M
BWP
198
Bernardo Wealth Planning
Pennsylvania
$2.41M
VAM
199
Verity Asset Management
North Carolina
$2.35M
SWP
200
Sagespring Wealth Partners
Tennessee
$2.35M