HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
GA
176
GSG Advisors
New Jersey
$2.78M
MBFW
177
Morton Brown Family Wealth
Pennsylvania
$2.76M
KAM
178
Kensington Asset Management
Texas
$2.74M
WIA
179
World Investment Advisors
California
$2.74M
DAS
180
Diversify Advisory Services
Utah
$2.67M
SFG
181
Sowa Financial Group
Rhode Island
$2.66M
FA
182
FC Advisory
Pennsylvania
$2.64M
FFG
183
Frisch Financial Group
New York
$2.63M
SC
184
Scotia Capital
Ontario, Canada
$2.56M
ANTB
185
AMG National Trust Bank
Colorado
$2.55M
KA
186
Klingman & Associates
New York
$2.51M
IF
187
Ironwood Financial
Arizona
$2.51M
SWP
188
Stratos Wealth Partners
Ohio
$2.5M
WWA
189
WCG Wealth Advisors
Nevada
$2.49M
HI
190
Harbour Investments
Wisconsin
$2.48M
GFG
191
Goldstone Financial Group
Illinois
$2.47M
WWM
192
Western Wealth Management
Colorado
$2.47M
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$2.46M
VA
194
Valmark Advisers
Ohio
$2.44M
BWP
195
Bernardo Wealth Planning
Pennsylvania
$2.41M
VAM
196
Verity Asset Management
North Carolina
$2.35M
SWP
197
Sagespring Wealth Partners
Tennessee
$2.35M
NG
198
Norden Group
Utah
$2.34M
SFS
199
Sowell Financial Services
Arkansas
$2.33M
APWA
200
Atlas Private Wealth Advisors
New Jersey
$2.33M