HDV

iShares Core High Dividend ETF

807 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 92 funds opening new positions, 321 increasing their positions, 229 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
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
SWP
201
Sagespring Wealth Partners
Tennessee
$2.35M
NG
202
Norden Group
Utah
$2.34M
SFS
203
Sowell Financial Services
Arkansas
$2.33M
APWA
204
Atlas Private Wealth Advisors
New Jersey
$2.33M
FAM
205
Formidable Asset Management
Ohio
$2.3M
CAG
206
Csenge Advisory Group
Florida
$2.29M
WTC
207
WhitTier Trust Company
Nevada
$2.27M
TCM
208
TruNorth Capital Management
Michigan
$2.25M
IP
209
Indivisible Partners
Florida
$2.24M
GIA
210
Gladstone Institutional Advisory
Florida
$2.24M
EIP
211
Ellis Investment Partners
Pennsylvania
$2.23M
SG
212
StoneX Group
New York
$2.23M
EWA
213
EP Wealth Advisors
California
$2.21M
TCA
214
Transcend Capital Advisors
New Jersey
$2.21M
PFPG
215
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M
AWM
216
Axxcess Wealth Management
California
$2.18M
CCM
217
Coldstream Capital Management
Washington
$2.16M
FG
218
Fiduciary Group
Georgia
$2.16M
HA
219
HFG Advisors
Ohio
$2.15M
CBT
220
Crews Bank & Trust
Florida
$2.15M
IAG
221
Investment Advisory Group
Massachusetts
$2.15M
AIA
222
Aventus Investment Advisors
Florida
$2.12M
CSF
223
Capital Squared Financial
Maryland
$2.1M
JIC
224
Johnson Investment Counsel
Ohio
$2.1M
CPIG
225
Chicago Partners Investment Group
Illinois
$2.06M