HDV

iShares Core High Dividend ETF

778 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 289 increasing their positions, 248 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
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
$2.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
201
LOM Asset Management
$2.11M
CBT
202
Crews Bank & Trust
Florida
$2.1M
RCAG
203
Rehmann Capital Advisory Group
Michigan
$2.08M
MSAM
204
Moloney Securities Asset Management
Missouri
$2.06M
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M
CSFL
206
Capital Squared Financial LLC
Maryland
$2.05M
CWM
207
Calamos Wealth Management
Illinois
$2.05M
CL
208
Choreo LLC
Illinois
$2.04M
SWP
209
Stratos Wealth Partners
Ohio
$2.04M
WWM
210
Western Wealth Management
Colorado
$2.04M
RIM
211
Rakuten Investment Management
Japan
$2.03M
KWA
212
Kingswood Wealth Advisors
California
$2.02M
AWM
213
Apex Wealth Management
New Hampshire
$2.02M
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$2.01M
VA
215
Valmark Advisers
Ohio
$2.01M
SG
216
StoneX Group
New York
$2M
OBWG
217
Onyx Bridge Wealth Group
New York
$2M
CPIG
218
Chicago Partners Investment Group
Illinois
$1.98M
WC
219
Woodstock Corp
Massachusetts
$1.98M
CAM
220
Cresset Asset Management
Illinois
$1.95M
ATS
221
Ashton Thomas Securities
New York
$1.94M
MGIA
222
Moneta Group Investment Advisors
Missouri
$1.94M
RP
223
Raelipskie Partnership
Ontario, Canada
$1.93M
CWP
224
Concord Wealth Partners
Virginia
$1.87M
HIA
225
Harbor Investment Advisory
Maryland
$1.85M