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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
NW
176
NewEdge Wealth
Pennsylvania
$2.84M +$2.38M +97,920 +516%
WMA
177
Wealth Management Associates
New Jersey
$2.84M +$60.3K +2,480 +2%
IA
178
Integrity Alliance
Iowa
$2.8M +$2.36M +97,045 +540%
HNWAG
179
High Net Worth Advisory Group
Florida
$2.78M -$34.8K -1,430 -1%
GA
180
GSG Advisors
New Jersey
$2.78M -$26.9K -1,105 -1%
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$2.76M -$59K -2,425 -2%
KAM
182
Kensington Asset Management
Texas
$2.74M -$6.08K -250 -0.2%
DAS
183
Diversify Advisory Services
Utah
$2.67M +$40.2K +1,655 +2%
ASBI
184
American State Bank (Iowa)
Iowa
$2.66M -$116K -4,770 -4%
SFG
185
Sowa Financial Group
Rhode Island
$2.66M -$99.2K -4,080 -4%
FA
186
FC Advisory
Pennsylvania
$2.64M -$257K -10,585 -9%
FFG
187
Frisch Financial Group
New York
$2.63M +$71.6K +2,945 +3%
SC
188
Scotia Capital
Ontario, Canada
$2.56M -$41.3K -1,700 -2%
ANTB
189
AMG National Trust Bank
Colorado
$2.55M +$210K +8,655 +9%
KA
190
Klingman & Associates
New York
$2.51M -$3.89K -160 -0.2%
IF
191
Ironwood Financial
Arizona
$2.51M +$91.3K +3,755 +4%
SWP
192
Stratos Wealth Partners
Ohio
$2.5M +$470K +19,345 +23%
WWA
193
WCG Wealth Advisors
Nevada
$2.49M -$15.1K -620 -0.6%
HI
194
Harbour Investments
Wisconsin
$2.48M +$293K +12,030 +13%
GFG
195
Goldstone Financial Group
Illinois
$2.47M -$61.8K -2,540 -2%
WWM
196
Western Wealth Management
Colorado
$2.47M +$448K +18,440 +22%
TCBWMS
197
Texas Capital Bank Wealth Management Services
Texas
$2.46M +$2.46M +101,055 New
VA
198
Valmark Advisers
Ohio
$2.44M +$442K +18,180 +22%
BWP
199
Bernardo Wealth Planning
Pennsylvania
$2.41M -$31K -1,275 -1%
VAM
200
Verity Asset Management
North Carolina
$2.35M +$2.35M +96,730 New