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HDV

iShares Core High Dividend ETF

781 hedge funds and large institutions have $4.91B invested in iShares Core High Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 291 increasing their positions, 248 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,697% more call options, than puts

Call options by funds: $102M | Put options by funds: $2.12M

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

17% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 248

6% more capital invested

Capital invested by funds: $4.64B → $4.91B (+$268M)

3% more funds holding

Funds holding: 756781 (+25)

1.07% less ownership

Funds ownership: 210.17%209.11% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
10.25%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
74
Increased
291
Reduced
248
Closed
35
Calls
$102M
Puts
$2.12M
Net Calls
+$99.5M
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$545M -$6.65M -274,995 -1%
Morgan Stanley
2
Morgan Stanley
New York
$407M +$2.56M +105,840 +0.6%
LPL Financial
3
LPL Financial
California
$345M +$6.86M +284,000 +2%
UBS Group
4
UBS Group
Switzerland
$171M -$2.55M -105,725 -1%
Wells Fargo
5
Wells Fargo
California
$168M +$10.9M +451,535 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$157M +$9.01M +372,945 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$141M -$3.85M -159,215 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$111M -$1.5M -62,065 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$96.8M +$1.44M +59,480 +2%
SAM
10
Securian Asset Management
Minnesota
$95.4M +$1.81M +75,000 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$90.7M +$10.6M +440,085 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$89.8M -$4.56M -188,540 -5%
Ameriprise
13
Ameriprise
Minnesota
$86.6M +$8.48M +350,955 +11%
M&T Bank
14
M&T Bank
New York
$86M -$4.81M -198,880 -5%
BlackRock
15
BlackRock
New York
$83.2M +$1.94M +80,140 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$80M -$22.3M -922,860 -22%
Truist Financial
17
Truist Financial
North Carolina
$72.5M -$5.4M -223,355 -7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$62.3M +$18M +744,875 +41%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$62.2M -$2.2M -91,020 -3%
Mariner
20
Mariner
Kansas
$55.8M +$168K +6,945 +0.3%
LIA
21
LBMC Investment Advisors
Tennessee
$55.7M -$407K -16,855 -0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$42.9M +$1.96M +81,310 +5%
MML Investors Services
23
MML Investors Services
Massachusetts
$39.7M -$363K -15,010 -0.9%
TA
24
Townsend & Associates
Colorado
$36.9M -$6.44M -266,670 -15%
SPIA
25
Steward Partners Investment Advisory
New York
$35.8M +$607K +25,125 +2%