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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
ICP
451
Interchange Capital Partners
Pennsylvania
$461K
HCM
452
Hengehold Capital Management
Ohio
$461K +$818 +35 +0.2%
CGH
453
Crossmark Global Holdings
Texas
$458K +$442K +18,890 New
ZIG
454
Zullo Investment Group
Pennsylvania
$454K
ET
455
Equitable Trust
Tennessee
$453K
FLPIM
456
F.L. Putnam Investment Management
Massachusetts
$452K -$15.2K -650 -3%
AM
457
Atwater Malick
Pennsylvania
$451K +$15.2K +650 +4%
SFA
458
Sequoia Financial Advisors
Ohio
$449K -$143K -6,100 -25%
GWP
459
Gateway Wealth Partners
Wisconsin
$449K -$36.7K -1,570 -8%
NGA
460
Naples Global Advisors
Florida
$447K -$11.7K -500 -3%
RSF
461
Rik Saylor Financial
Ohio
$441K +$584 +25 +0.1%
EFM
462
Eley Financial Management
Vermont
$440K -$58.1K -2,485 -12%
FCM
463
Firestone Capital Management
Florida
$436K
GWSG
464
GPS Wealth Strategies Group
Colorado
$436K +$243K +10,405 +137%
ATPW
465
Ashton Thomas Private Wealth
Arizona
$433K +$4.56K +195 +1%
RBFC
466
Roman Butler Fullerton & Co
Missouri
$432K +$584 +25 +0.1%
SRWM
467
Shira Ridge Wealth Management
California
$432K -$17.3K -740 -4%
CAL
468
Capital Analysts LLC
Pennsylvania
$429K +$13.4K +575 +3%
GWM
469
GDS Wealth Management
Texas
$428K -$142K -6,075 -26%
BWM
470
Birchcreek Wealth Management
Ohio
$428K +$53.4K +2,285 +15%
GP
471
Greenline Partners
New York
$423K
PWP
472
Pursue Wealth Partners
California
$423K -$254K -10,855 -38%
Citadel Advisors
473
Citadel Advisors
Florida
$423K -$1.83M -78,355 -82%
TC
474
Trust Company
Kansas
$421K -$43.2K -1,850 -10%
CPW
475
Cove Private Wealth
New York
$418K +$45.5K +1,945 +13%

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.