HDV

iShares Core High Dividend ETF

798 hedge funds and large institutions have $5.22B invested in iShares Core High Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
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
SFS
201
Sowell Financial Services
Arkansas
$2.33M
APWA
202
Atlas Private Wealth Advisors
New Jersey
$2.33M
FAM
203
Formidable Asset Management
Ohio
$2.3M
CAG
204
Csenge Advisory Group
Florida
$2.29M
WTC
205
WhitTier Trust Company
Nevada
$2.27M
TCM
206
TruNorth Capital Management
Michigan
$2.25M
IP
207
Indivisible Partners
Florida
$2.24M
GIA
208
Gladstone Institutional Advisory
Florida
$2.24M
EIP
209
Ellis Investment Partners
Pennsylvania
$2.23M
SG
210
StoneX Group
New York
$2.23M
EWA
211
EP Wealth Advisors
California
$2.21M
TCA
212
Transcend Capital Advisors
New Jersey
$2.21M
PFPG
213
Pinnacle Financial Partners (Georgia)
Georgia
$2.21M
AWM
214
Axxcess Wealth Management
California
$2.18M
CCM
215
Coldstream Capital Management
Washington
$2.16M
FG
216
Fiduciary Group
Georgia
$2.16M
HA
217
HFG Advisors
Ohio
$2.15M
CBT
218
Crews Bank & Trust
Florida
$2.15M
IAG
219
Investment Advisory Group
Massachusetts
$2.15M
AIA
220
Aventus Investment Advisors
Florida
$2.12M
JIC
221
Johnson Investment Counsel
Ohio
$2.1M
CPIG
222
Chicago Partners Investment Group
Illinois
$2.06M
RWP
223
Ridgecrest Wealth Partners
California
$2.06M
1WM
224
1900 Wealth Management
Texas
$2.05M
LSWP
225
Liberty Square Wealth Partners
Pennsylvania
$2.04M