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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
HFG Advisors
Ohio
$2.13M +$23.2K +960 +1%
LAM
202
LOM Asset Management
$2.11M +$19.3K +800 +0.9%
CBT
203
Crews Bank & Trust
Florida
$2.1M -$45.3K -1,875 -2%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$2.08M +$214K +8,875 +11%
MSAM
205
Moloney Securities Asset Management
Missouri
$2.06M +$61.6K +2,550 +3%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M -$10.3K -425 -0.5%
CSF
207
Capital Squared Financial
Maryland
$2.05M +$687K +28,445 +51%
CWM
208
Calamos Wealth Management
Illinois
$2.05M +$1.11M +45,820 +121%
CL
209
Choreo LLC
Illinois
$2.04M +$242 +10 +0%
SWP
210
Stratos Wealth Partners
Ohio
$2.04M -$36K -1,490 -2%
WWM
211
Western Wealth Management
Colorado
$2.04M -$36.2K -1,500 -2%
RIM
212
Rakuten Investment Management
Japan
$2.03M +$2.01M +83,140 New
KWA
213
Kingswood Wealth Advisors
California
$2.02M +$1.47M +60,630 +278%
AWM
214
Apex Wealth Management
New Hampshire
$2.02M +$15.2K +630 +0.8%
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$2.01M
VA
216
Valmark Advisers
Ohio
$2.01M +$914K +37,835 +86%
SG
217
StoneX Group
New York
$2M -$3.12M -129,225 -61%
OBWG
218
Onyx Bridge Wealth Group
New York
$2M -$2.3K -95 -0.1%
CPIG
219
Chicago Partners Investment Group
Illinois
$1.98M -$367K -15,185 -16%
WC
220
Woodstock Corp
Massachusetts
$1.98M
CAM
221
Cresset Asset Management
Illinois
$1.95M +$46.3K +1,915 +2%
ATS
222
Ashton Thomas Securities
New York
$1.94M +$1.92M +79,250 New
MGIA
223
Moneta Group Investment Advisors
Missouri
$1.94M +$1.91M +79,240 New
RP
224
Raelipskie Partnership
Ontario, Canada
$1.93M +$21.7K +900 +1%
CWP
225
Concord Wealth Partners
Virginia
$1.87M -$93.9K -3,885 -5%