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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
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$373K
BCM
502
Brookstone Capital Management
Illinois
$373K -$16K -685 -4%
VFPW
503
Vantage Financial Partners (Wisconsin)
Wisconsin
$371K -$146K -6,255 -29%
BJL
504
Brighton Jones LLC
Washington
$369K +$117 +5 +0%
HI
505
Human Investing
Oregon
$368K -$3.74K -160 -1%
CNBTD
506
Citizens National Bank Trust Department
Mississippi
$366K
CPA
507
Cathy Pareto & Associates
Florida
$365K +$1.75K +75 +0.5%
FCT
508
Family Capital Trust
Massachusetts
$363K
TSWM
509
Tyler-Stone Wealth Management
Ohio
$362K +$351 +15 +0.1%
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$362K -$11.3K -485 -3%
BC
511
Barrett & Company
Rhode Island
$361K +$935 +40 +0.3%
VAS
512
Vestmark Advisory Solutions
Massachusetts
$361K -$736K -31,500 -68%
VNA
513
Valley National Advisers
Pennsylvania
$359K +$84.1K +3,600 +32%
CWP
514
CFM Wealth Partners
Texas
$358K +$13.7K +585 +4%
PIM
515
Penobscot Investment Management
Massachusetts
$357K -$24.9K -1,065 -7%
BWM
516
BCS Wealth Management
Tennessee
$354K -$186K -7,965 -35%
AWAG
517
ARS Wealth Advisors Group
Florida
$353K +$584 +25 +0.2%
WDC
518
Woodward Diversified Capital
California
$353K
GWP
519
Gen-Wealth Partners
Michigan
$352K
KFG
520
Kelly Financial Group
Connecticut
$352K
MCA
521
Magnolia Capital Advisors
Mississippi
$349K -$295K -12,620 -47%
ACM
522
AlphaStar Capital Management
North Carolina
$349K
MIC
523
Means Investment Company
Maine
$348K +$2.22K +95 +0.7%
CFS
524
Compass Financial Services
Iowa
$344K
KFP
525
KMG Fiduciary Partners
Ohio
$342K -$6.43K -275 -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.