HDV

iShares Core High Dividend ETF

800 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 320 increasing their positions, 228 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
800
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
NG
201
Norden Group
Utah
$2.34M
SFS
202
Sowell Financial Services
Arkansas
$2.33M
APWA
203
Atlas Private Wealth Advisors
New Jersey
$2.33M
FAM
204
Formidable Asset Management
Ohio
$2.3M
CAG
205
Csenge Advisory Group
Florida
$2.29M
WTC
206
WhitTier Trust Company
Nevada
$2.27M
TCM
207
TruNorth Capital Management
Michigan
$2.25M
IP
208
Indivisible Partners
Florida
$2.24M
GIA
209
Gladstone Institutional Advisory
Florida
$2.24M
EIP
210
Ellis Investment Partners
Pennsylvania
$2.23M
SG
211
StoneX Group
New York
$2.23M
EWA
212
EP Wealth Advisors
California
$2.21M
TCA
213
Transcend Capital Advisors
New Jersey
$2.21M
PFPG
214
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M
AWM
215
Axxcess Wealth Management
California
$2.18M
CCM
216
Coldstream Capital Management
Washington
$2.16M
FG
217
Fiduciary Group
Georgia
$2.16M
HA
218
HFG Advisors
Ohio
$2.15M
CBT
219
Crews Bank & Trust
Florida
$2.15M
IAG
220
Investment Advisory Group
Massachusetts
$2.15M
AIA
221
Aventus Investment Advisors
Florida
$2.12M
CSFL
222
Capital Squared Financial LLC
Maryland
$2.1M
JIC
223
Johnson Investment Counsel
Ohio
$2.1M
CPIG
224
Chicago Partners Investment Group
Illinois
$2.06M
RWP
225
Ridgecrest Wealth Partners
California
$2.06M