We are live on ! Find out more
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
CKAIS
401
Christensen King & Associates Investment Services
Washington
$616K +$1.87K +80 +0.3%
AQR Capital Management
402
AQR Capital Management
Connecticut
$611K +$34.1K +1,460 +6%
FTWA
403
Fifth Third Wealth Advisors
Ohio
$611K +$121K +5,195 +26%
BCA
404
Bay Colony Advisors
Massachusetts
$608K -$935 -40 -0.2%
Nomura Asset Management
405
Nomura Asset Management
Japan
$604K
RA
406
RFG Advisory
Alabama
$590K -$20.8K -890 -4%
QC
407
Quadrature Capital
United Kingdom
$587K -$6.7M -286,615 -92%
SC
408
Savant Capital
Illinois
$586K -$73.6K -3,150 -12%
AAS
409
Ameritas Advisory Services
Nebraska
$580K +$52.4K +2,240 +10%
DJYG
410
David J. Yvars Group
Florida
$579K +$2.81K +120 +0.5%
CFCI
411
Comprehensive Financial Consultants Institutional
Indiana
$578K -$483K -20,670 -46%
GS
412
GWN Securities
Florida
$577K -$333K -14,255 -37%
FA
413
Fountainhead AM
New Jersey
$572K +$179K +7,650 +48%
CA
414
CGN Advisors
Kansas
$571K -$4.56K -195 -0.8%
Bank of Nova Scotia
415
Bank of Nova Scotia
Ontario, Canada
$568K
SWM
416
Spire Wealth Management
Virginia
$566K +$117 +5 +0%
NP
417
NorthRock Partners
Minnesota
$562K
MCCP
418
Mission Creek Capital Partners
California
$561K +$59.5K +2,545 +12%
USCWA
419
U.S. Capital Wealth Advisors
Texas
$558K +$3.27K +140 +0.6%
PWM
420
PMG Wealth Management
Illinois
$551K
KWA
421
Kingswood Wealth Advisors
California
$544K -$106K -4,525 -17%
DWP
422
Daymark Wealth Partners
Ohio
$544K -$92.4K -3,955 -15%
CAM
423
Creekmur Asset Management
Illinois
$542K +$3.04K +130 +0.6%
TPI
424
Trust Point Inc
Wisconsin
$538K +$43.6K +1,865 +9%
OC
425
Oppenheimer & Co
New York
$535K +$9.82K +420 +2%

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.