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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
SA
326
Sunesis Advisors
Kansas
$983K -$31K -1,325 -3%
SVWAG
327
Sound View Wealth Advisors Group
Georgia
$983K -$86.1K -3,685 -8%
SFG
328
Sage Financial Group
Pennsylvania
$972K
CA
329
Claro Advisors
Massachusetts
$963K +$27.3K +1,170 +3%
TWA
330
Talisman Wealth Advisors
New Jersey
$959K +$1.29K +55 +0.1%
CT
331
Caldwell Trust
Florida
$956K -$35.1K -1,500 -4%
VHAM
332
Van Hulzen Asset Management
California
$949K
AWMG
333
ADG Wealth Management Group
Louisiana
$941K +$908K +38,835 New
MFG
334
Merit Financial Group
Georgia
$925K +$63.3K +2,710 +8%
NB
335
Northwest Bancshares
Pennsylvania
$918K -$1.05K -45 -0.1%
PCIA
336
Prime Capital Investment Advisors
Kansas
$918K +$638K +27,310 +258%
PP
337
Patten & Patten
Tennessee
$910K +$30.4K +1,300 +4%
MFWP
338
Mosaic Family Wealth Partners
Missouri
$891K +$701 +30 +0.1%
AF
339
Apollon Financial
South Carolina
$885K -$58.4K -2,500 -6%
Kovitz Investment Group Partners
340
Kovitz Investment Group Partners
Illinois
$868K +$467 +20 +0.1%
PAMG
341
Patton Albertson Miller Group
Tennessee
$864K -$207K -8,835 -20%
EW
342
Element Wealth
Mississippi
$860K -$131K -5,605 -14%
IA
343
Integrity Alliance
Iowa
$855K +$825K +35,295 New
GWM
344
Geneos Wealth Management
Colorado
$849K +$402K +17,195 +96%
FWM
345
Forefront Wealth Management
Pennsylvania
$846K -$39K -1,670 -5%
WA
346
Wealthstar Advisors
Texas
$839K +$450K +19,270 +126%
JF
347
JSF Financial
California
$837K +$5.26K +225 +0.7%
KPWG
348
KFA Private Wealth Group
Virginia
$822K +$42.5K +1,820 +6%
AWA
349
Amplius Wealth Advisors
Pennsylvania
$819K
OA
350
Operose Advisors
Wisconsin
$819K +$232K +9,910 +41%

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.