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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
UB
576
UMB Bank
Missouri
$252K
FPAS
577
Focus Partners Advisor Solutions
Missouri
$252K +$1.05K +45 +0.4%
VWA
578
Visionary Wealth Advisors
Illinois
$251K -$41.8K -1,790 -15%
HFA
579
High Falls Advisors
New York
$249K +$1.64K +70 +0.7%
MG
580
Mather Group
Illinois
$249K
TWP
581
Tyche Wealth Partners
Texas
$247K +$26.8K +1,145 +13%
MAMG
582
Milestone Asset Management Group
Connecticut
$246K -$8.77K -375 -4%
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$246K
RIA
584
Realta Investment Advisors
Delaware
$244K +$19.8K +845 +9%
BIAS
585
Beacon Investment Advisory Services
New Jersey
$243K +$14.6K +625 +7%
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$243K
CHAM
587
Clear Harbor Asset Management
Connecticut
$243K +$234K +10,025 New
HA
588
HC Advisors
Georgia
$242K
MFGM
589
Marshall Financial Group (Maryland)
Maryland
$242K
NG
590
Novem Group
New York
$241K -$10.3K -440 -4%
HH
591
Hilltop Holdings
Texas
$241K -$27.1K -1,160 -10%
MSA
592
Marino Stram & Associates
Massachusetts
$241K +$234 +10 +0.1%
SIG
593
Stonegate Investment Group
Alabama
$240K
CWM
594
Chemistry Wealth Management
New York
$236K
MPW
595
Monterey Private Wealth
California
$236K -$105K -4,505 -32%
SDWIA
596
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K
PWM
597
Perigon Wealth Management
California
$235K +$117 +5 +0.1%
BBHC
598
Brown Brothers Harriman & Co
New York
$234K
GWMR
599
GC Wealth Management RIA
Massachusetts
$231K
SAM
600
Smithbridge Asset Management
Pennsylvania
$231K +$223K +9,525 New

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.