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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
BFG
601
Beacon Financial Group
Texas
$230K +$222K +9,515 New
PWM
602
PBMares Wealth Management
Virginia
$230K -$25.7K -1,100 -10%
PFGIA
603
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$221K +9,435 New
TCOV
604
Trust Company of Vermont
Vermont
$228K -$26.1K -1,115 -11%
EA
605
Everpar Advisors
Oklahoma
$225K -$197K -8,430 -48%
SLWA
606
San Luis Wealth Advisors
California
$224K +$1.52K +65 +0.7%
ITIM
607
Indiana Trust & Investment Management
Indiana
$223K
CT
608
Clearstead Trust
Maine
$222K +$1.4K +60 +0.7%
SAG
609
SageView Advisory Group
California
$222K -$5.61K -240 -3%
AIA
610
Armor Investment Advisors
North Carolina
$222K
SWA
611
Strategies Wealth Advisors
Michigan
$220K
IAIM
612
International Assets Investment Management
Florida
$219K -$67.1K -2,870 -24%
SWM
613
Salvus Wealth Management
New Jersey
$217K
SAA
614
Southeast Asset Advisors
Georgia
$217K
BFA
615
Beacon Financial Advisory
Ohio
$216K +$208K +8,905 New
CFP
616
Cascade Financial Partners
California
$216K -$58.4K -2,500 -22%
AIA
617
AIMZ Investment Advisors
California
$214K +$207K +8,850 New
Financial Engines Advisors
618
Financial Engines Advisors
California
$214K +$206K +8,825 New
CAM
619
Covenant Asset Management
New Jersey
$213K -$7.01K -300 -3%
WPP
620
Whalerock Point Partners
Rhode Island
$213K +$205K +8,780 New
WT
621
Whittier Trust
California
$212K
CRC
622
Curi RMB Capital
Illinois
$212K +$205K +8,750 New
VWA
623
Valued Wealth Advisors
Utah
$211K -$1.05K -45 -0.5%
CIBC Private Wealth Group
624
CIBC Private Wealth Group
Georgia
$210K -$452K -19,325 -67%
CFG
625
Clayton Financial Group
Missouri
$209K +$202K +8,640 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.