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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
Bank of America
1
Bank of America
North Carolina
$549M +$8.48M +348,605 +2%
Morgan Stanley
2
Morgan Stanley
New York
$411M +$7.21M +296,290 +2%
LPL Financial
3
LPL Financial
California
$357M +$13.6M +559,265 +4%
Wells Fargo
4
Wells Fargo
California
$188M +$21.2M +870,965 +13%
UBS Group
5
UBS Group
Switzerland
$178M +$7.64M +314,250 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$152M +$12.1M +498,960 +9%
JP Morgan Chase
7
JP Morgan Chase
New York
$148M -$6.99M -287,510 -4%
Raymond James Financial
8
Raymond James Financial
Florida
$118M +$8.29M +340,920 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$109M +$20M +824,280 +22%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$106M +$15.8M +649,215 +18%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$101M +$4.85M +199,635 +5%
SAM
12
Securian Asset Management
Minnesota
$91.8M -$2.92M -120,000 -3%
Ameriprise
13
Ameriprise
Minnesota
$89.9M +$3.77M +155,055 +4%
M&T Bank
14
M&T Bank
New York
$83.6M -$1.83M -75,205 -2%
BlackRock
15
BlackRock
New York
$82.9M +$286K +11,780 +0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$78.3M -$1.17M -48,045 -1%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$73M +$48.7M +2,001,115 +200%
Truist Financial
18
Truist Financial
North Carolina
$72M +$35.1K +1,445 +0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$65.8M +$3.9M +160,295 +6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$60M -$1.71M -70,185 -3%
LIA
21
LBMC Investment Advisors
Tennessee
$55.5M +$182K +7,480 +0.3%
Mariner
22
Mariner
Kansas
$53.5M -$1.99M -81,905 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$45.9M +$3.53M +145,095 +8%
TA
24
Townsend & Associates
Colorado
$38.7M +$285K +11,710 +0.8%
MML Investors Services
25
MML Investors Services
Massachusetts
$37.4M -$2.08M -85,505 -5%