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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
SSB
651
Sandy Spring Bank
Maryland
$117K +$25.4K +1,085 +29%
MHR
652
Matthew Hamilton Rosenberg
$115K
LFG
653
Larson Financial Group
Missouri
$114K
GWM
654
Grand Wealth Management
Michigan
$111K
CFO
655
CVA Family Office
Colorado
$107K -$35.3K -1,510 -25%
CVM
656
Cheviot Value Management
California
$107K +$109K +4,645 New
GWANC
657
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K
MFA
658
McClarren Financial Advisors
Pennsylvania
$101K -$57.3K -2,450 -59%
HWA
659
HHM Wealth Advisors
Tennessee
$99.3K
FFA
660
Founders Financial Alliance
North Carolina
$94.2K +$351 +15 +0.4%
LI
661
LRI Investments
Florida
$87.2K
CPG
662
Cornerstone Planning Group
New Jersey
$86.1K +$45K +1,925 +103%
RIL
663
Rothschild Investment LLC
Illinois
$86K
AIP
664
Ameritas Investment Partners
Nebraska
$85.4K -$20.5K -875 -20%
NSIM
665
North Star Investment Management
Illinois
$84.8K
NWM
666
Nova Wealth Management
Florida
$84.5K +$467 +20 +0.6%
SIC
667
Salem Investment Counselors
North Carolina
$80.5K
TSMHT
668
Thurston Springer Miller Herd & Titak
Indiana
$80.1K +$26.4K +1,130 +52%
HCM
669
Hollencrest Capital Management
California
$78.7K
SAM
670
Smartleaf Asset Management
Massachusetts
$78.4K +$49.8K +2,130 +185%
AssetMark Inc
671
AssetMark Inc
California
$76.3K -$183K -7,845 -71%
SIS
672
Sound Income Strategies
Florida
$76.1K +$59.4K +2,540 +423%
CWM
673
Centricity Wealth Management
Ohio
$75.3K
GBT
674
Grove Bank & Trust
Florida
$73.9K +$71.3K +3,050 New
GWS
675
Glassman Wealth Services
Virginia
$72.3K +$467 +20 +0.7%

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.