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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
KA
276
Kovack Advisors
Florida
$1.36M +$113K +4,845 +9%
CA
277
CoreCap Advisors
Michigan
$1.33M -$74.3K -3,180 -5%
CFO
278
Collective Family Office
Pennsylvania
$1.33M +$276K +11,825 +28%
Tudor Investment Corp
279
Tudor Investment Corp
Connecticut
$1.32M -$3.25M -138,890 -72%
CSIC
280
Clifford Swan Investment Counsel
California
$1.31M +$35.1K +1,500 +3%
KF
281
Krilogy Financial
Missouri
$1.31M -$9K -385 -0.7%
1WM
282
1900 Wealth Management
Texas
$1.31M -$28.6K -1,225 -2%
QWM
283
Quadcap Wealth Management
Texas
$1.3M -$61K -2,610 -5%
MCM
284
MV Capital Management
Maryland
$1.3M -$2.45K -105 -0.2%
PAS
285
Park Avenue Securities
New York
$1.27M +$257K +10,995 +27%
LGWM
286
Litman Gregory Wealth Management
California
$1.25M
PWW
287
Pettyjohn Wood & White
Virginia
$1.25M -$96.4K -4,125 -7%
OIA
288
OneDigital Investment Advisors
Kansas
$1.25M +$1.64K +70 +0.1%
KPWS
289
Kestra Private Wealth Services
Texas
$1.24M +$654K +27,965 +121%
TFA
290
Teamwork Financial Advisors
Texas
$1.23M -$111K -4,740 -9%
CWM
291
Collaborative Wealth Management
Florida
$1.22M -$66.4K -2,840 -5%
AC
292
Avestar Capital
New York
$1.21M
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M +$776K +33,190 +200%
AIM
294
Anchor Investment Management
South Carolina
$1.2M +$23K +985 +2%
WCG
295
Weaver Consulting Group
California
$1.2M +$1.99K +85 +0.2%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$1.19M -$21.8M -931,570 -95%
LSA
297
Lion Street Advisors
Texas
$1.18M +$351 +15 +0%
PG
298
Patten Group
Tennessee
$1.18M +$5.49K +235 +0.5%
NB
299
NBT Bank
New York
$1.17M -$32K -1,370 -3%
JIC
300
Johnson Investment Counsel
Ohio
$1.17M +$222K +9,500 +25%

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.