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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
TFS
526
Thoroughbred Financial Services
Tennessee
$339K +$1.17K +50 +0.4%
LPAM
527
Lodestar Private Asset Management
California
$331K +$1.99K +85 +0.6%
JWA
528
JFS Wealth Advisors
Pennsylvania
$329K +$93.4K +3,995 +42%
KP
529
Kitching Partners
Pennsylvania
$327K -$1.05K -45 -0.3%
HAS
530
HBW Advisory Services
California
$327K +$1.99K +85 +0.6%
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$327K +$220K +9,415 +232%
VPP
532
Vertex Planning Partners
Illinois
$325K -$5.61K -240 -2%
FA
533
Fedenia Advisers
Wisconsin
$324K -$30.9K -1,320 -9%
SWA
534
SFMG Wealth Advisors
Texas
$323K +$1.87K +80 +0.6%
TA
535
TrueWealth Advisors
Alabama
$320K
HSA
536
HBK Sorce Advisory
Pennsylvania
$319K +$29.7K +1,270 +11%
NAM
537
NorthCrest Asset Manangement
Minnesota
$319K +$15.9K +680 +5%
FA
538
Fermata Advisors
California
$319K -$6.66K -285 -2%
Citigroup
539
Citigroup
New York
$318K -$1.37M -58,580 -82%
WCM
540
WealthBridge Capital Management
Ohio
$317K +$584 +25 +0.2%
ZBNA
541
Zions Bancorporation, National Association
Utah
$317K +$306K +13,075 New
SIC
542
Sigma Investment Counselors
Michigan
$308K -$64.3K -2,750 -18%
PWMAG
543
Pinnacle Wealth Management Advisory Group
New Jersey
$308K -$219K -9,375 -42%
SPF
544
South Plains Financial
Texas
$308K +$10.5K +450 +4%
NA
545
Note Advisors
New York
$307K -$10.4K -445 -3%
FI
546
Financial Insights
Washington
$306K
AL
547
Aspiriant LLC
California
$305K +$23.7K +1,015 +9%
LWA
548
Lowe Wealth Advisors
Maryland
$304K
CW
549
CreativeOne Wealth
Kansas
$302K +$13.2K +565 +5%
Betterment LLC
550
Betterment LLC
New York
$301K -$4.09K -175 -1%

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.