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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
TVAMP
476
Tennessee Valley Asset Management Partners
Tennessee
$418K +$1.75K +75 +0.4%
AOWM
477
Alpha Omega Wealth Management
Virginia
$417K
MWM
478
Mission Wealth Management
California
$410K +$36.5K +1,560 +10%
SMC
479
Smith, Moore & Co
Missouri
$410K +$467 +20 +0.1%
PIA
480
Perennial Investment Advisors
California
$409K
MWM
481
Meridian Wealth Management
Kentucky
$409K +$2.45K +105 +0.6%
NHC
482
Nicholas Hoffman & Company
Georgia
$408K +$1.17K +50 +0.3%
BPAMU
483
BTG Pactual Asset Management US
New York
$404K
TFGT
484
TS Financial Group (TSFG)
Illinois
$404K
ST
485
Sageworth Trust
Pennsylvania
$402K
CIA
486
Capital Investment Advisors
Georgia
$400K +$24.2K +1,035 +7%
FWA
487
Flagship Wealth Advisors
Massachusetts
$400K +$1.17K +50 +0.3%
CWS
488
Cypress Wealth Services
California
$398K -$5.26K -225 -1%
SFG
489
Shum Financial Group
California
$398K +$4.09K +175 +1%
AFO
490
Allie Family Office
Florida
$393K
HA
491
Hanover Advisors
South Carolina
$387K
TIAA Trust, National Association
492
TIAA Trust, National Association
North Carolina
$387K +$104K +4,450 +39%
NAS
493
NWF Advisory Services
California
$385K -$89.8K -3,840 -19%
WTA
494
Washington Trust Advisors
Massachusetts
$385K
LOIP
495
Live Oak Investment Partners
Texas
$382K +$369K +15,775 New
C1AG
496
Client 1st Advisory Group
Florida
$382K +$117 +5 +0%
WA
497
WBH Advisory
Maryland
$382K +$701 +30 +0.2%
DAS
498
Dynamic Advisor Solutions
Arizona
$380K -$19.9K -850 -5%
LHC
499
Little House Capital
Massachusetts
$375K +$362K +15,500 New
CWM
500
Concentrum Wealth Management
California
$374K +$136K +5,800 +60%

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.