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HDV

iShares Core High Dividend ETF

774 hedge funds and large institutions have $4.9B invested in iShares Core High Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 266 increasing their positions, 268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,391% more call options, than puts

Call options by funds: $106M | Put options by funds: $1.41M

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

1% more capital invested

Capital invested by funds: $4.87B → $4.9B (+$31.5M)

0% more funds holding

Funds holding: 772774 (+2)

1% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 268

6.86% less ownership

Funds ownership: 222.11%215.25% (-6.9%)

Holders
774
Holders Change
+2
Holders Change %
+0.26%
% of All Funds
10.38%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
69
Increased
266
Reduced
268
Closed
49
Calls
$106M
Puts
$1.41M
Net Calls
+$104M
Net Calls Change
+$95.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
226
Fifth Third Securities
Ohio
$1.84M -$173K -7,405 -9%
HF
227
HRT Financial
New York
$1.83M +$1.77M +75,615 New
SWA
228
SOA Wealth Advisors
New York
$1.83M -$15.9K -680 -0.9%
RP
229
Raelipskie Partnership
Ontario, Canada
$1.81M -$56.1K -2,400 -3%
JIP
230
Jaffetilchin Investment Partners
Florida
$1.78M -$126K -5,400 -7%
HIA
231
Harbor Investment Advisory
Maryland
$1.77M +$224K +9,585 +15%
AFC
232
AFT Forsyth & Company
Florida
$1.74M -$7.48K -320 -0.4%
CWA
233
Clarus Wealth Advisors
Arizona
$1.72M +$1.79M +76,450 New
MAS
234
Madden Advisory Services
Florida
$1.72M -$5.49K -235 -0.3%
PMG
235
ProVise Management Group
Florida
$1.72M
CWP
236
Concord Wealth Partners
Virginia
$1.71M +$110K +4,725 +7%
UCFA
237
United Capital Financial Advisors
Texas
$1.71M -$99.8K -4,270 -6%
MA
238
Mutual Advisors
Nebraska
$1.7M +$103K +4,405 +6%
GS
239
GTS Securities
New York
$1.67M +$1.61M +69,040 New
OCBCO
240
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.67M -$169K -7,215 -9%
AWM
241
AE Wealth Management
Kansas
$1.66M -$15.3K -655 -0.9%
KWM
242
Kingsview Wealth Management
Oregon
$1.66M -$170K -7,270 -10%
FHA
243
Flagship Harbor Advisors
Massachusetts
$1.65M +$33.4K +1,430 +2%
JGIA
244
Jackson Grant Investment Advisers
Connecticut
$1.64M -$45.2K -1,935 -3%
RFN
245
RDA Financial Network
Iowa
$1.63M +$16.9K +725 +1%
NCM
246
NCM Capital Management
New Jersey
$1.62M +$234 +10 +0%
EWA
247
EP Wealth Advisors
California
$1.61M -$13.2K -565 -0.8%
PIMG
248
Patriot Investment Management Group
Tennessee
$1.61M
FAIM
249
Financial Advocates Investment Management
Washington
$1.6M -$15K -640 -1%
CAAM
250
Cornerstone Advisors Asset Management
Pennsylvania
$1.6M +$139K +5,965 +10%

HDV Hedge Fund Activity: Q1 2025 in Review

774 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q1 2025, worth a combined $4.9B — up 0.65% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new HDV positions and 49 closed out — a net gain of 20 holders — while 266 added to existing stakes and 268 trimmed.

The largest buyer was Piedmont Capital Management (Montana), opening a new position worth an estimated $39M. The largest seller was Meiji Yasuda Life Insurance, cutting an estimated $332M.

  • 774 institutional investors held iShares Core High Dividend ETF (HDV) as of Q1 2025, up from 772 in Q4 2024.
  • Funds reported $4.9B of iShares Core High Dividend ETF stock for Q1 2025, up 0.65% quarter-over-quarter.
  • 69 funds opened new iShares Core High Dividend ETF positions in Q1 2025 and 49 closed out, a net change of +20 holders.
  • The largest iShares Core High Dividend ETF buyer in Q1 2025 was Piedmont Capital Management (Montana), an estimated $39M added.
  • The largest iShares Core High Dividend ETF seller in Q1 2025 was Meiji Yasuda Life Insurance, an estimated $332M sold.

Based on aggregated 13F filings for Q1 2025.