HDV icon

iShares Core High Dividend ETF

748 hedge funds and large institutions have $4.62B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 278 increasing their positions, 255 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $4.88B → $4.62B (-$263M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

Holders
748
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
$1.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
201
Choreo LLC
Illinois
$1.95M
AWM
202
Apex Wealth Management
New Hampshire
$1.91M
EWM
203
Evercore Wealth Management
New York
$1.91M
OBWG
204
Onyx Bridge Wealth Group
New York
$1.91M
Luther King Capital Management (LKCM)
205
Luther King Capital Management (LKCM)
Texas
$1.91M
MSAM
206
Moloney Securities Asset Management
Missouri
$1.91M
WC
207
Woodstock Corp
Massachusetts
$1.9M
CWP
208
Concord Wealth Partners
Virginia
$1.88M
CAMV
209
Concord Asset Management (Virginia)
Virginia
$1.88M
Corient Private Wealth
210
Corient Private Wealth
Florida
$1.87M
CAM
211
Cresset Asset Management
Illinois
$1.87M
RCAG
212
Rehmann Capital Advisory Group
Michigan
$1.83M
RP
213
Raelipskie Partnership
Ontario, Canada
$1.82M
HIA
214
Harbor Investment Advisory
Maryland
$1.78M
RIA
215
Regal Investment Advisors
Michigan
$1.75M
JIP
216
Jaffetilchin Investment Partners
Florida
$1.74M
MAS
217
Madden Advisory Services
Florida
$1.72M
Federated Hermes
218
Federated Hermes
Pennsylvania
$1.71M
AWM
219
AE Wealth Management
Kansas
$1.69M
AFC
220
AFT Forsyth & Company
Florida
$1.68M
PMG
221
ProVise Management Group
Florida
$1.66M
TRCT
222
Tower Research Capital (TRC)
New York
$1.66M
UCFA
223
United Capital Financial Advisors
Texas
$1.65M
FTS
224
Fifth Third Securities
Ohio
$1.62M
JGIA
225
Jackson Grant Investment Advisers
Connecticut
$1.6M