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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
ES
426
Eagle Strategies
New York
$527K
AFP
427
Alpha Financial Partners
Kentucky
$524K -$112K -4,785 -18%
FNWM
428
Financial Network Wealth Management
Utah
$523K
FFA
429
Florida Financial Advisors
Florida
$522K +$504K +21,560 New
AFG
430
Atomi Financial Group
New York
$520K +$46.3K +1,980 +10%
IWN
431
Independent Wealth Network
Iowa
$518K +$8.41K +360 +2%
HWA
432
HCR Wealth Advisors
California
$515K -$38.6K -1,650 -7%
1NWS
433
1 North Wealth Services
Maryland
$513K -$456K -19,525 -48%
BMA
434
Brooks Moore & Associates
Tennessee
$508K
PSF
435
Pacific Sun Financial
California
$506K
SFG
436
SNS Financial Group
Minnesota
$500K
DCM
437
Dudley Capital Management
Virginia
$496K +$230K +9,820 +92%
CBA
438
Coastal Bridge Advisors
Connecticut
$493K +$476K +20,365 New
FSA
439
Fort Sheridan Advisors
Illinois
$490K +$1.87K +80 +0.4%
SWA
440
Stratos Wealth Advisors
Ohio
$488K -$11.6K -495 -2%
SWRP
441
Summit Wealth & Retirement Planning
California
$487K +$1.99K +85 +0.4%
VC
442
Vicus Capital
Pennsylvania
$487K -$52.1K -2,230 -10%
MM
443
Meridian Management
Arkansas
$484K
RIA
444
Richwood Investment Advisors
Ohio
$483K
FFS
445
Founders Financial Securities
Maryland
$482K -$54.3K -2,325 -10%
QCM
446
Quantinno Capital Management
New York
$472K +$21.6K +925 +5%
DWM
447
Destination Wealth Management
California
$472K -$35.1K -1,500 -7%
CCM
448
Coldstream Capital Management
Washington
$462K +$1.75K +75 +0.4%
MWP
449
Madison Wealth Partners
Wisconsin
$462K +$6.19K +265 +1%
HZ
450
Hixon Zuercher
Ohio
$462K -$20.7K -885 -4%

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.