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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
SIM
676
Synergy Investment Management
Florida
$71.6K +$14.6K +625 +27%
KFI
677
Key Financial Inc
Pennsylvania
$69.4K
TWD
678
True Wealth Design
Ohio
$69.3K
PA
679
PSI Advisors
Florida
$67.8K
CFD
680
Creative Financial Designs
Indiana
$66.8K +$117 +5 +0.2%
EB
681
Eastern Bank
Massachusetts
$66K
LWMI
682
Legacy Wealth Management (Idaho)
Idaho
$65.6K
T
683
Tidemark
California
$64.7K
CIR
684
Clear Investment Research
Georgia
$64.4K -$2.34K -100 -4%
VWWMG
685
Vermillion & White Wealth Management Group
Pennsylvania
$64.2K -$40.6K -1,735 -40%
MA
686
Montag & Associates
Georgia
$60.7K
QCG
687
Quadrant Capital Group
Ohio
$60.6K
FFO
688
Fortitude Family Office
Arizona
$59.3K -$222K -9,500 -79%
FCG
689
Financial Connections Group
California
$59K
MSWA
690
Marshall & Sterling Wealth Advisors
New York
$57.4K +$55.4K +2,370 New
SC
691
Stephens Consulting
Michigan
$57.4K
TF
692
Tompkins Financial
New York
$54.5K
CWM
693
Compass Wealth Management
Connecticut
$53.8K
FCT
694
First Community Trust
Iowa
$52.7K
AG
695
AmeriFlex Group
Nevada
$52.4K
WIM
696
Westside Investment Management
California
$50.7K +$14.3K +610 +41%
GCM
697
Gables Capital Management
Florida
$50.3K
YP
698
YANKCOM Partnership
South Dakota
$48.6K -$117 -5 -0.2%
VWM
699
Vermillion Wealth Management
Minnesota
$48.6K +$351 +15 +0.8%
MWM
700
MGB Wealth Management
Texas
$48.4K

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.