iShares Core High Dividend ETF
756 hedge funds and large institutions have $4.64B invested in iShares Core High Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 279 increasing their positions, 258 reducing their positions, and 57 closing their positions.
6,089% more call options, than puts
Call options by funds: $102M | Put options by funds: $1.64M
8% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 258
2% less funds holding
Funds holding: 774 → 756 (-18)
5.07% less ownership
Funds ownership: 215.25% → 210.17% (-5.1%)
5% less capital invested
Capital invested by funds: $4.9B → $4.64B (-$266M)
14% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 57
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32.5M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$20.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.3M |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$55.9M |
| 2 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
-$36.1M |
| 3 |
AOI
Auto-Owners Insurance
Lansing,
Michigan
|
-$30.5M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$27.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20.8M |
HDV Hedge Fund Activity: Q2 2025 in Review
756 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q2 2025, worth a combined $4.64B — down 5.4% from $4.9B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of HDV and 49 opened new positions — a net loss of 8 holders — while 258 trimmed existing stakes and 279 added.
The largest buyer was LPL Financial, adding an estimated $32.5M. The largest seller was CSM Advisors, exiting entirely with an estimated $55.9M sold.
- 756 institutional investors held iShares Core High Dividend ETF (HDV) as of Q2 2025, down from 774 in Q1 2025.
- Funds reported $4.64B of iShares Core High Dividend ETF stock for Q2 2025, down 5.4% quarter-over-quarter.
- 49 funds opened new iShares Core High Dividend ETF positions in Q2 2025 and 57 closed out, a net change of -8 holders.
- The largest iShares Core High Dividend ETF buyer in Q2 2025 was LPL Financial, an estimated $32.5M added.
- The largest iShares Core High Dividend ETF seller in Q2 2025 was CSM Advisors, an estimated $55.9M sold.
Based on aggregated 13F filings for Q2 2025.