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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
OWP
626
Obermeyer Wealth Partners
Colorado
$208K +$201K +8,590 New
BTWM
627
Baker Tilly Wealth Management
Wisconsin
$207K +$200K +8,550 New
PP
628
PDS Planning
Ohio
$203K +$196K +8,390 New
AWM
629
Accel Wealth Management
Iowa
$202K +$195K +8,350 New
RWP
630
RWA Wealth Partners
Massachusetts
$202K +$195K +8,330 New
APG
631
Abacus Planning Group
South Carolina
$201K +$194K +8,305 New
FHA
632
First Horizon Advisors
Tennessee
$196K -$22K -940 -10%
AF
633
Advisornet Financial
Minnesota
$195K +$64K +2,740 +52%
HI
634
Horizon Investments
North Carolina
$189K -$90.2K -3,860 -33%
OFG
635
Oxford Financial Group
Indiana
$186K
ACA
636
Aptus Capital Advisors
Alabama
$180K -$117 -5 -0.1%
CF
637
Centaurus Financial
California
$178K -$1.17K -50 -0.7%
MWA
638
Moser Wealth Advisors
Washington
$176K +$169K +7,250 New
AIM
639
Acropolis Investment Management
Missouri
$173K
GSWM
640
Golden State Wealth Management
California
$169K -$2.45K -105 -1%
SRCM
641
Signature Resources Capital Management
California
$152K
CT
642
Colonial Trust
South Carolina
$150K -$13.8K -590 -9%
MCM
643
Manchester Capital Management
Vermont
$141K
NSG
644
Nalls Sherbakoff Group
Tennessee
$139K +$134K +5,750 New
PAG
645
Paladin Advisory Group
Iowa
$138K -$701 -30 -0.5%
RFA
646
Register Financial Advisors
Georgia
$137K +$351 +15 +0.3%
NRC
647
New Republic Capital
North Carolina
$121K
CA
648
Centerpoint Advisors
Massachusetts
$121K
AC
649
AlphaCore Capital
California
$119K +$115K +4,925 New
CIAS
650
Capital Investment Advisory Services
North Carolina
$117K +$65K +2,780 +134%

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.