HDV icon

iShares Core High Dividend ETF

747 hedge funds and large institutions have $4.61B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 279 increasing their positions, 254 reducing their positions, and 56 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:

6% less capital invested

Capital invested by funds: $4.88B → $4.61B (-$276M)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

16% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 56

Holders
747
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
AWM
201
Apex Wealth Management
New Hampshire
$1.91M
EWM
202
Evercore Wealth Management
New York
$1.91M
OBWG
203
Onyx Bridge Wealth Group
New York
$1.91M
Luther King Capital Management (LKCM)
204
Luther King Capital Management (LKCM)
Texas
$1.91M
MSAM
205
Moloney Securities Asset Management
Missouri
$1.91M
WC
206
Woodstock Corp
Massachusetts
$1.9M
CWP
207
Concord Wealth Partners
Virginia
$1.88M
CAMV
208
Concord Asset Management (Virginia)
Virginia
$1.88M
Corient Private Wealth
209
Corient Private Wealth
Florida
$1.87M
CAM
210
Cresset Asset Management
Illinois
$1.87M
RCAG
211
Rehmann Capital Advisory Group
Michigan
$1.83M
RP
212
Raelipskie Partnership
Ontario, Canada
$1.82M
HIA
213
Harbor Investment Advisory
Maryland
$1.78M
RIA
214
Regal Investment Advisors
Michigan
$1.75M
JIP
215
Jaffetilchin Investment Partners
Florida
$1.74M
MAS
216
Madden Advisory Services
Florida
$1.72M
Federated Hermes
217
Federated Hermes
Pennsylvania
$1.71M
AWM
218
AE Wealth Management
Kansas
$1.69M
AFC
219
AFT Forsyth & Company
Florida
$1.68M
PMG
220
ProVise Management Group
Florida
$1.66M
TRCT
221
Tower Research Capital (TRC)
New York
$1.66M
UCFA
222
United Capital Financial Advisors
Texas
$1.65M
FTS
223
Fifth Third Securities
Ohio
$1.62M
JGIA
224
Jackson Grant Investment Advisers
Connecticut
$1.6M
HR
225
Howe & Rusling
New York
$1.57M