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HDV

iShares Core High Dividend ETF

808 hedge funds and large institutions have $5.23B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,128% more call options, than puts

Call options by funds: $72.7M | Put options by funds: $1.17M

86% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 229

9.63% more ownership

Funds ownership: 209.11%218.73% (+9.6%)

7% more capital invested

Capital invested by funds: $4.91B → $5.23B (+$322M)

3% more funds holding

Funds holding: 781808 (+27)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

Holders
808
Holders Change
+27
Holders Change %
+3.46%
% of All Funds
9.83%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
93
Increased
321
Reduced
229
Closed
50
Calls
$72.7M
Puts
$1.17M
Net Calls
+$71.5M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
201
Sagespring Wealth Partners
Tennessee
$2.35M +$2.07K +85 +0.1%
NG
202
Norden Group
Utah
$2.34M -$249K -10,225 -10%
SFS
203
Sowell Financial Services
Arkansas
$2.33M +$4.99K +205 +0.2%
APWA
204
Atlas Private Wealth Advisors
New Jersey
$2.33M +$16.3K +670 +0.7%
FAM
205
Formidable Asset Management
Ohio
$2.3M -$819K -33,685 -26%
CAG
206
Csenge Advisory Group
Florida
$2.29M +$85.8K +3,530 +4%
WTC
207
WhitTier Trust Company
Nevada
$2.27M -$54.7K -2,250 -2%
TCM
208
TruNorth Capital Management
Michigan
$2.25M
IP
209
Indivisible Partners
Florida
$2.24M +$2.24M +92,290 New
GIA
210
Gladstone Institutional Advisory
Florida
$2.24M -$64K -2,630 -3%
EIP
211
Ellis Investment Partners
Pennsylvania
$2.23M -$120K -4,915 -5%
SG
212
StoneX Group
New York
$2.23M +$241K +9,925 +12%
EWA
213
EP Wealth Advisors
California
$2.21M +$2.21M +90,975 New
TCA
214
Transcend Capital Advisors
New Jersey
$2.21M +$12K +495 +0.5%
PFPG
215
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M +$2.2M +90,645 New
AWM
216
Axxcess Wealth Management
California
$2.18M +$1.55M +63,940 +250%
CCM
217
Coldstream Capital Management
Washington
$2.16M +$422K +17,365 +24%
FG
218
Fiduciary Group
Georgia
$2.16M +$4.62K +190 +0.2%
HA
219
HFG Advisors
Ohio
$2.15M +$35.1K +1,445 +2%
CBT
220
Crews Bank & Trust
Florida
$2.15M +$62K +2,550 +3%
IAG
221
Investment Advisory Group
Massachusetts
$2.15M -$68.9K -2,835 -3%
AIA
222
Aventus Investment Advisors
Florida
$2.12M -$154K -6,330 -7%
CSF
223
Capital Squared Financial
Maryland
$2.1M +$64K +2,630 +3%
JIC
224
Johnson Investment Counsel
Ohio
$2.1M +$585K +24,065 +39%
CPIG
225
Chicago Partners Investment Group
Illinois
$2.06M -$40.6K -1,670 -2%