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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
CPRC
551
Consolidated Portfolio Review Corp
New York
$300K +$59.6K +2,550 +26%
SSWM
552
Smith Salley Wealth Management
North Carolina
$300K +$289K +12,380 New
GEA
553
Glen Eagle Advisors
New Jersey
$300K +$5.84K +250 +2%
MC
554
McCarthy & Cox
Ohio
$294K +$117 +5 +0%
ESB
555
Essex Savings Bank
Connecticut
$294K
WSFS
556
Wilmington Savings Fund Society
Delaware
$289K -$589K -25,195 -68%
EWM
557
Empirical Wealth Management
Washington
$288K -$160K -6,845 -37%
EWS
558
Evergreen Wealth Solutions
Pennsylvania
$287K +$33.2K +1,420 +14%
SIAM
559
Sterling Investment Advisors (Missouri)
Missouri
$286K
HA
560
Huntleigh Advisors
Missouri
$284K +$274K +11,710 New
VCP
561
Verus Capital Partners
Arizona
$280K -$19.8K -845 -7%
CWA
562
Consilio Wealth Advisors
Washington
$278K -$16.1K -690 -6%
VR
563
Valued Retirements
Texas
$277K -$38.7K -1,655 -13%
GI
564
Gradient Investments
Minnesota
$274K
AWM
565
Apollon Wealth Management
South Carolina
$270K -$39.9K -1,705 -13%
RRA
566
Round Rock Advisors
Connecticut
$270K +$260K +11,140 New
SB
567
Strategic Blueprint
Georgia
$267K +$258K +11,040 New
WB
568
WesBanco Bank
West Virginia
$267K
VCA
569
Verdence Capital Advisors
Maryland
$267K +$117 +5 +0%
PWP
570
Perfromance Wealth Partners
Illinois
$265K -$44.9K -1,920 -15%
CAS
571
Coppell Advisory Solutions
Texas
$258K +$532K +22,745 +866%
CA
572
Calton & Associates
Florida
$257K +$248K +10,625 New
CWG
573
Cornerstone Wealth Group
North Carolina
$254K +$5.14K +220 +2%
MC
574
Moors & Cabot
Massachusetts
$253K
EWM
575
EPG Wealth Management
Georgia
$253K +$1.4K +60 +0.6%

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.