HDV

iShares Core High Dividend ETF

778 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
$102M
Puts
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
176
Bernardo Wealth Planning
Pennsylvania
$2.46M
DAS
177
Diversify Advisory Services
Utah
$2.44M
IF
178
Ironwood Financial
Arizona
$2.39M
SI
179
Stephens Inc
Arkansas
$2.37M
EIP
180
Ellis Investment Partners
Pennsylvania
$2.37M
SWP
181
Sagespring Wealth Partners
Tennessee
$2.36M
ANTB
182
AMG National Trust Bank
Colorado
$2.35M
SFS
183
Sowell Financial Services
Arkansas
$2.34M
WTC
184
WhitTier Trust Company
Nevada
$2.33M
APWA
185
Atlas Private Wealth Advisors
New Jersey
$2.33M
GIA
186
Gladstone Institutional Advisory
Florida
$2.32M
RCG
187
Regatta Capital Group
California
$2.3M
AIA
188
Aventus Investment Advisors
Florida
$2.29M
TCM
189
TruNorth Capital Management
Michigan
$2.26M
IRP
190
Investment Research Partners
Pennsylvania
$2.26M
IAG
191
Investment Advisory Group
Massachusetts
$2.23M
CAG
192
Csenge Advisory Group
Florida
$2.22M
TCA
193
Transcend Capital Advisors
New Jersey
$2.21M
HI
194
Harbour Investments
Wisconsin
$2.21M
CFG
195
Cooper Financial Group
California
$2.19M
FG
196
Fiduciary Group
Georgia
$2.17M
LSWP
197
Liberty Square Wealth Partners
Pennsylvania
$2.16M
HFRG
198
Houlihan Financial Resource Group
Virginia
$2.16M
NFG
199
Nations Financial Group
Iowa
$2.13M
HA
200
HFG Advisors
Ohio
$2.13M