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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
HT
701
Headlands Technologies
Illinois
$46.4K +$44.8K +1,915 New
RF
702
Roxbury Financial
New Jersey
$42.5K +$234 +10 +0.6%
EWA
703
EQ Wealth Advisors
Texas
$39.7K +$38.3K +1,640 New
EWA
704
EverSource Wealth Advisors
Alabama
$39.5K -$58.5K -2,505 -61%
AWM
705
AllSquare Wealth Management
New York
$39.1K
BCV
706
Banque Cantonale Vaudoise
Switzerland
$39K +$37.4K +1,600 New
AT
707
Avalon Trust
New Mexico
$36.3K
CTC
708
Central Trust Company
Missouri
$36.1K -$67.1K -2,870 -66%
HBW
709
Hazlett, Burt & Watson
West Virginia
$36K -$29.9K -1,280 -46%
Russell Investments Group
710
Russell Investments Group
United Kingdom
$35.5K +$14K +600 +69%
FMP
711
Financial Management Professionals
Texas
$32.6K
CTA
712
Colonial Trust Advisors
South Carolina
$31.8K -$5.96K -255 -16%
CFB
713
Cullen/Frost Bankers
Texas
$31.8K +$23.7K +1,015 +344%
BAM
714
Bellevue Asset Management
Washington
$30.3K
PB
715
Pinnacle Bancorp
Nebraska
$30.3K
NFSG
716
Newbridge Financial Services Group
Florida
$29.3K +$117 +5 +0.4%
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.3K
CHC
718
City Holding Co
West Virginia
$27.3K
CB
719
Community Bank
New York
$25.4K -$104K -4,450 -81%
S
720
SignatureFD
Georgia
$23.7K -$230K -9,840 -91%
PWM
721
Parkworth Wealth Management
California
$20.2K
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$20K
SR
723
Syntax Research
Florida
$20K
GTAM
724
Global Trust Asset Management
Florida
$19.3K
FWM
725
FSA Wealth Management
Massachusetts
$17.8K -$31.1K -1,330 -46%

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.