HDV

iShares Core High Dividend ETF

782 hedge funds and large institutions have $5.18B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 318 increasing their positions, 223 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
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
$72.7M
Puts
$1.17M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Formidable Asset Management
Ohio
$2.3M
CAG
202
Csenge Advisory Group
Florida
$2.29M
WTC
203
WhitTier Trust Company
Nevada
$2.27M
TCM
204
TruNorth Capital Management
Michigan
$2.25M
IP
205
Indivisible Partners
Florida
$2.24M
GIA
206
Gladstone Institutional Advisory
Florida
$2.24M
EIP
207
Ellis Investment Partners
Pennsylvania
$2.23M
SG
208
StoneX Group
New York
$2.23M
EWA
209
EP Wealth Advisors
California
$2.21M
TCA
210
Transcend Capital Advisors
New Jersey
$2.21M
PFPG
211
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M
AWM
212
Axxcess Wealth Management
California
$2.18M
CCM
213
Coldstream Capital Management
Washington
$2.16M
FG
214
Fiduciary Group
Georgia
$2.16M
HA
215
HFG Advisors
Ohio
$2.15M
CBT
216
Crews Bank & Trust
Florida
$2.15M
IAG
217
Investment Advisory Group
Massachusetts
$2.15M
AIA
218
Aventus Investment Advisors
Florida
$2.12M
JIC
219
Johnson Investment Counsel
Ohio
$2.1M
CPIG
220
Chicago Partners Investment Group
Illinois
$2.06M
RWP
221
Ridgecrest Wealth Partners
California
$2.06M
1WM
222
1900 Wealth Management
Texas
$2.05M
LSWP
223
Liberty Square Wealth Partners
Pennsylvania
$2.04M
CL
224
Choreo LLC
Illinois
$2.04M
CWM
225
Calamos Wealth Management
Illinois
$2.03M