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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
SFC
376
Strategic Financial Concepts
Texas
$703K -$881K -37,675 -56%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$701K -$62.4K -2,670 -8%
CWM
378
Cornerstone Wealth Management
Missouri
$685K +$54.1K +2,315 +9%
IFG
379
Independent Financial Group
California
$685K -$398K -17,025 -38%
IPAM
380
Investment Partners Asset Management
New Jersey
$683K -$4.67K -200 -0.7%
SFG
381
Sovereign Financial Group
Connecticut
$671K
CD
382
Chapin Davis
Maryland
$664K
MCC
383
Money Concepts Capital
Florida
$662K -$9.82K -420 -2%
CIA
384
Concurrent Investment Advisors
Florida
$661K +$38.1K +1,630 +6%
FA
385
Flagstar Advisors
New York
$659K -$134K -5,730 -17%
AWA
386
Arete Wealth Advisors
Illinois
$657K -$818 -35 -0.1%
Northern Trust
387
Northern Trust
Illinois
$656K -$69.9K -2,990 -10%
FFN
388
Focus Financial Network
Minnesota
$655K -$234 -10 -0%
FT
389
Fiduciary Trust
Massachusetts
$652K
CC
390
Climber Capital
Switzerland
$649K
MOS
391
MGO One Seven
Ohio
$649K +$244K +10,460 +64%
BF
392
Baring Financial
Washington
$644K -$94.3K -4,035 -13%
PVAMC
393
PPS&V Asset Management Consultants
Michigan
$644K
HA
394
Helium Advisors
Washington
$641K -$15.3K -655 -2%
Lazard Asset Management
395
Lazard Asset Management
New York
$641K
IPW
396
Impact Partnership Wealth
Georgia
$639K +$79.6K +3,405 +15%
IC
397
Inscription Capital
Texas
$635K +$674K +28,820 New
BPA
398
Beacon Pointe Advisors
California
$628K +$14.1K +605 +2%
TA
399
Tectonic Advisors
Texas
$623K -$19.4K -830 -3%
AWM
400
Axxcess Wealth Management
California
$617K -$108K -4,620 -15%

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.