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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
Citadel Advisors
176
Citadel Advisors
Florida
$2.47M -$2.39M -98,820 -50%
BWP
177
Bernardo Wealth Planning
Pennsylvania
$2.46M -$2.42K -100 -0.1%
DAS
178
Diversify Advisory Services
Utah
$2.44M +$2.09M +86,325 +509%
IF
179
Ironwood Financial
Arizona
$2.39M +$277K +11,450 +13%
SI
180
Stephens Inc
Arkansas
$2.37M -$99.4K -4,115 -4%
EIP
181
Ellis Investment Partners
Pennsylvania
$2.37M -$10K -415 -0.4%
SWP
182
Sagespring Wealth Partners
Tennessee
$2.36M +$14.7K +610 +0.6%
ANTB
183
AMG National Trust Bank
Colorado
$2.35M +$87.1K +3,605 +4%
SFS
184
Sowell Financial Services
Arkansas
$2.34M +$13.4K +555 +0.6%
WTC
185
WhitTier Trust Company
Nevada
$2.33M -$27.5K -1,140 -1%
APWA
186
Atlas Private Wealth Advisors
New Jersey
$2.33M -$2.07M -85,655 -47%
GIA
187
Gladstone Institutional Advisory
Florida
$2.32M -$25.6K -1,060 -1%
RCG
188
Regatta Capital Group
California
$2.3M +$679K +28,115 +43%
AIA
189
Aventus Investment Advisors
Florida
$2.29M -$49.3K -2,040 -2%
TCM
190
TruNorth Capital Management
Michigan
$2.26M
IRP
191
Investment Research Partners
Pennsylvania
$2.26M +$2.28M +94,410 New
IAG
192
Investment Advisory Group
Massachusetts
$2.23M +$121 +5 +0%
CAG
193
Csenge Advisory Group
Florida
$2.22M +$111K +4,585 +5%
TCA
194
Transcend Capital Advisors
New Jersey
$2.21M
HI
195
Harbour Investments
Wisconsin
$2.21M -$44.2K -1,830 -2%
CFG
196
Cooper Financial Group
California
$2.19M -$339K -14,015 -14%
FG
197
Fiduciary Group
Georgia
$2.17M
LSWP
198
Liberty Square Wealth Partners
Pennsylvania
$2.16M -$57.4K -2,375 -3%
HFRG
199
Houlihan Financial Resource Group
Virginia
$2.16M -$2.47M -102,130 -54%
NFG
200
Nations Financial Group
Iowa
$2.13M -$77.2K -3,195 -4%