iShares Core High Dividend
HDV • ARCA
iShares Core High Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 765 institutional investors hold shares in this ETF, with total holdings valued at $4.9B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $544.5M.
Overview
Overview of institutional ownership in HDV as of Q3 2025
All Institutions
- Institutions
- 765
- Value Held
- $4.9B
- Shares Held
- 39.9M
- Avg Position
- $6.4M
- Median Position
- $626.6K
Hedge Funds
- Hedge Funds
- 12
- Value Held
- $22.0M
- Shares Held
- 179.8K
- Avg Position
- $1.8M
- Median Position
- $648.5K
Biggest Investors
Institutions with the largest positions in HDV as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $544.5M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $406.6M 0.02% of portfolio |
L LPL Financial LLC Institution | $345.3M 0.10% of portfolio |
 UBS Group AG Institution | $171.2M 0.03% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $168.1M 0.03% of portfolio |
 JPMORGAN CHASE & CO Institution | $156.5M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $141.0M 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $110.9M 0.04% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $96.8M 0.24% of portfolio |
 ADVANTUS CAPITAL MANAGEMENT INC Insurance Manager | $95.4M 2.52% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HDV in Q3 2025
- Traded
- +$101.2M
- Buyers
- 355
- Sellers
- 284
- Total Bought
- +$246.2M
- Total Sold
- −$145.0M
- Avg Position
- $6.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B BNP PARIBAS ARBITRAGE, SA Institution | +$24.4M +199.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$18.2M +149.0K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$15.5M +126.3K shares |
WELLS FARGO & COMPANY/MN Institution | +$11.1M +90.3K shares |
 Atwater Malick LLC RIA/Wealth | +$10.9M +88.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$10.8M +88.0K shares |
JPMORGAN CHASE & CO Institution | +$9.1M +74.6K shares |
 IFP Advisors, Inc RIA/Wealth | +$9.0M +73.2K shares |
 AMERIPRISE FINANCIAL INC Institution | +$8.6M +70.2K shares |
L LPL Financial LLC Institution | +$7.0M +56.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$22.6M −184.6K shares |
 Capital Advisors Wealth Management, LLC RIA/Wealth | −$9.7M −79.1K shares |
 PFG Advisors RIA/Wealth | −$7.9M −64.3K shares |
BANK OF AMERICA CORP /DE/ Institution | −$6.7M −55.0K shares |
 Townsend & Associates, Inc RIA/Wealth | −$6.5M −53.3K shares |
 BB&T CORP Institution | −$5.5M −44.7K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | −$5.3M −45.1K shares |
 M&T BANK CORP Institution | −$4.9M −39.8K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$4.7M −38.5K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$4.6M −37.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HDV in Q3 2025
- New Positions
- 34
- New Value
- $22.0M
- Exited Positions
- 38
- Exited Value
- $21.1M
New Positions
| Institution | Position Value |
|---|---|
 Forefront Wealth Partners, LLC RIA/Wealth | $4.7M 38.1K shares |
B | $4.2M 34.0K shares |
M MEMBERS CAPITAL ADVISORS INC Institution | $3.3M 27.1K shares |
 Investment Research Partners LLC Hedge Fund•Multi-Strategy | $2.3M 18.9K shares |
C Cubist Systematic Strategies, LLC Institution | $1.3M 10.3K shares |
 CUSTOM INDEX SYSTEMS, LLC RIA/Wealth | $962.5K 7.9K shares |
 Pinnacle Wealth Planning Services, Inc. RIA/Wealth | $858.7K 7.0K shares |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | $465.7K 3.8K shares |
 BECKER CAPITAL MANAGEMENT INC RIA/Wealth | $442.2K 3.6K shares |
 Bravias Capital Group, LLC RIA/Wealth | $410.0K 3.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Steel Peak Wealth Management LLC RIA/Wealth | $5.3M 45.1K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | $3.2M 27.4K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | $1.9M 16.1K shares |
R Red Door Wealth Management, LLC RIA/Wealth | $1.5M 12.6K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | $1.4M 12.1K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $1.3M 11.1K shares |
L Lion Street Advisors, LLC RIA/Wealth | $741.0K 6.3K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $630.6K 5.4K shares |
I Impact Partnership Wealth, LLC RIA/Wealth | $535.7K 4.6K shares |
$474.9K 4.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in HDV as of Q3 2025
- Call Positions
- 4
- Call Value
- $101.6M
- Put Positions
- 2
- Put Value
- $2.1M
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $84.2M 6.9K contracts |
J JANE STREET GROUP, LLC Institution | $10.2M 832.0 contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $7.2M 591.0 contracts |
W WOLVERINE TRADING, LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.1M 173.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with HDV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 VAUGHAN AND COMPANY SECURITIES, INC. RIA/Wealth | 11.31% $21.3M |
C Columbia River Financial Group, LLC RIA/Wealth | 9.60% $14.5M |
 REGIMEN WEALTH, LLC RIA/Wealth | 8.29% $27.9M |
 SWEENEY & MICHEL, LLC RIA/Wealth | 6.00% $17.9M |
K Kapstone Financial Advisors LLC RIA/Wealth | 5.81% $12.3M |
 Forefront Analytics, LLC RIA/Wealth | 4.70% $4.9M |
 Base Wealth Management LLC RIA/Wealth | 4.40% $7.7M |
B | 4.14% $4.2M |
M MEMBERS CAPITAL ADVISORS INC Institution | 3.81% $3.3M |
Townsend & Associates, Inc RIA/Wealth | 3.66% $36.9M |
Hedge Fund Spotlight
Discover hedge funds investing in HDV
H
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Hedge Fund • Multi-Strategy
Portfolio ManagerJr. Robert Holt
- Portfolio Value
- $622.8M
- Positions
- 147
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Core High Dividend
- Market Value
- $9.4M
- Shares Held
- 76.5K
- Portfolio Weight
- 1.50%
- Owned Since
- 2013-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $52.5M | 8.43% | |
ETF ETF | $48.5M | 7.79% | |
ETF ETF | $37.0M | 5.94% |
