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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
PTC
351
Private Trust Company
Ohio
$819K -$3.27K -140 -0.4%
BWL
352
Bogart Wealth LLC
Virginia
$814K -$1.04M -44,560 -57%
EPAM
353
Evelyn Partners Asset Management
$800K
SWA
354
Sax Wealth Advisors
New Jersey
$798K +$18.2K +780 +2%
IP
355
Investment Partners
Ohio
$797K +$1.52K +65 +0.2%
MA
356
MCF Advisors
Kentucky
$797K +$28.3K +1,210 +4%
WP
357
WealthShield Partners
North Carolina
$791K +$382K +16,345 +100%
WS
358
Wedbush Securities
California
$786K -$61.7K -2,640 -8%
PTC
359
Philadelphia Trust Company
Pennsylvania
$777K
DOA
360
D'Orazio & Associates
Virginia
$775K -$136K -5,800 -15%
TC
361
Tacita Capital
Ontario, Canada
$770K -$55.4K -2,370 -7%
LIM
362
Leavell Investment Management
Alabama
$760K -$5.84K -250 -0.8%
IAN
363
Integrated Advisors Network
Texas
$755K
Deutsche Bank
364
Deutsche Bank
Germany
$749K
CA
365
Continuum Advisory
Idaho
$744K +$149K +6,360 +26%
CA
366
Clearstead Advisors
Ohio
$743K +$27.7K +1,185 +4%
SC
367
SouthState Corp
Florida
$741K -$4.67K -200 -0.6%
CWM
368
Congress Wealth Management
Massachusetts
$735K +$709K +30,335 New
FCI
369
Financial Counselors Inc
Kansas
$734K -$109K -4,670 -13%
First Manhattan
370
First Manhattan
New York
$727K
JCM
371
Jacobi Capital Management
Pennsylvania
$724K -$16.9K -725 -2%
AFG
372
Albion Financial Group
Utah
$712K -$19.8K -845 -3%
BDF
373
Black Diamond Financial
Maryland
$710K
LWM
374
LongView Wealth Management
Georgia
$709K
IWA
375
Inspirion Wealth Advisors
Illinois
$708K -$58.4K -2,500 -8%

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.