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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
PSCM
251
Per Stirling Capital Management
Texas
$1.6M +$8.53K +365 +0.6%
AA
252
Ancora Advisors
Ohio
$1.6M -$36.7K -1,570 -2%
WCFA
253
Walkner Condon Financial Advisors
Wisconsin
$1.59M -$1.75K -75 -0.1%
NS
254
NBC Securities
Alabama
$1.59M +$1.53M +65,410 +100,631%
EWM
255
Evercore Wealth Management
New York
$1.59M -$28.6K -1,225 -2%
ATC
256
Argent Trust Co
Tennessee
$1.58M +$21.2K +905 +1%
IFPG
257
Intrepid Financial Planning Group
Indiana
$1.58M +$364K +15,565 +31%
SF
258
Synovus Financial
Georgia
$1.57M -$76.7K -3,280 -5%
CPA
259
Court Place Advisors
Maryland
$1.53M -$5.26K -225 -0.4%
FNC
260
First National Corp
Massachusetts
$1.52M +$23.3K +995 +2%
RDWM
261
Red Door Wealth Management
Tennessee
$1.52M
FFA
262
Farther Finance Advisors
California
$1.52M +$1.21M +51,610 +452%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$1.47M +$236K +10,100 +20%
PA
264
Parallel Advisors
California
$1.46M +$82.5K +3,530 +6%
1WA
265
180 Wealth Advisors
Washington
$1.46M -$19.3K -825 -1%
US Bancorp
266
US Bancorp
Minnesota
$1.43M -$43.1K -1,845 -3%
CAWM
267
Capital Advisors Wealth Management
Washington
$1.43M +$922K +39,430 +201%
PI
268
PFG Investments
New York
$1.42M +$2.45K +105 +0.2%
BIA
269
Biondo Investment Advisors
Pennsylvania
$1.42M +$8.18K +350 +0.6%
IC
270
Iconiq Capital
California
$1.4M
WFA
271
Wellspring Financial Advisors
Ohio
$1.4M +$8.88K +380 +0.7%
SCA
272
Snowden Capital Advisors
New York
$1.4M +$148K +6,315 +12%
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
$1.39M -$3.11M -133,220 -70%
BB
274
Berkshire Bank
Massachusetts
$1.38M +$95.6K +4,090 +8%
AAP
275
Arax Advisory Partners
Colorado
$1.36M +$47.1K +2,015 +4%

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.