HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
NW
176
NewEdge Wealth
Pennsylvania
$2.84M
WMA
177
Wealth Management Associates
New Jersey
$2.84M
IA
178
Integrity Alliance
Iowa
$2.8M
HNWAG
179
High Net Worth Advisory Group
Florida
$2.78M
GA
180
GSG Advisors
New Jersey
$2.78M
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$2.76M
KAM
182
Kensington Asset Management
Texas
$2.74M
DAS
183
Diversify Advisory Services
Utah
$2.67M
ASBI
184
American State Bank (Iowa)
Iowa
$2.66M
SFG
185
Sowa Financial Group
Rhode Island
$2.66M
FA
186
FC Advisory
Pennsylvania
$2.64M
FFG
187
Frisch Financial Group
New York
$2.63M
SC
188
Scotia Capital
Ontario, Canada
$2.56M
ANTB
189
AMG National Trust Bank
Colorado
$2.55M
KA
190
Klingman & Associates
New York
$2.51M
IF
191
Ironwood Financial
Arizona
$2.51M
SWP
192
Stratos Wealth Partners
Ohio
$2.5M
WWA
193
WCG Wealth Advisors
Nevada
$2.49M
HI
194
Harbour Investments
Wisconsin
$2.48M
GFG
195
Goldstone Financial Group
Illinois
$2.47M
WWM
196
Western Wealth Management
Colorado
$2.47M
TCBWMS
197
Texas Capital Bank Wealth Management Services
Texas
$2.46M
VA
198
Valmark Advisers
Ohio
$2.44M
BWP
199
Bernardo Wealth Planning
Pennsylvania
$2.41M
VAM
200
Verity Asset Management
North Carolina
$2.35M