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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
MML Investors Services
26
MML Investors Services
Massachusetts
$36.8M +$1.95M +83,615 +6%
PCMM
27
Piedmont Capital Management (Montana)
Montana
$36.1M +$39M +1,666,990 New
SPIA
28
Steward Partners Investment Advisory
New York
$33.9M +$973K +41,635 +3%
AllianceBernstein
29
AllianceBernstein
Tennessee
$32.3M -$4.09M -175,030 -12%
RW
30
Regimen Wealth
Georgia
$31.9M +$501K +21,445 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$31.5M -$1.04M -44,325 -3%
SS
32
SBI Securities
Japan
$29.5M +$1.13M +48,460 +4%
PP
33
Prudential plc
United Kingdom
$27.3M +$26.3M +1,127,000 New
SB
34
Simmons Bank
Arkansas
$24.9M +$65.4K +2,800 +0.3%
Creative Planning
35
Creative Planning
Kansas
$24.5M +$562K +24,025 +2%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$23.8M -$1.05M -44,840 -4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$22.5M -$6.52M -278,965 -23%
WA
38
Waverly Advisors
Alabama
$21.3M -$2.63M -112,435 -11%
WBG
39
Wharton Business Group
Pennsylvania
$20.7M -$88.8K -3,800 -0.4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$20.5M +$3.69M +158,040 +23%
Comerica Bank
41
Comerica Bank
Texas
$20.4M -$1.95M -83,535 -9%
MYLI
42
Meiji Yasuda Life Insurance
Japan
$20.1M -$332M -14,210,375 -94%
Stifel Financial
43
Stifel Financial
Missouri
$20.1M -$6.93M -296,360 -26%
AIA
44
Angeles Investment Advisors
California
$19.9M +$19.2M +820,000 New
VCS
45
Vaughan & Co Securities
New Jersey
$19.5M +$347K +14,860 +2%
HWM
46
HB Wealth Management
Georgia
$19.4M +$449K +19,195 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$18.9M +$1.24M +52,875 +7%
DC
48
Davenport & Co
Virginia
$18.8M -$7.4M -316,435 -29%
KBFS
49
Kohmann Bosshard Financial Services
Ohio
$18.6M +$737K +31,540 +4%
KAS
50
Kestra Advisory Services
Texas
$17.4M -$635K -27,155 -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.