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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
HCP
51
Holt Capital Partners
Texas
$16.1M -$2.02M -86,440 -11%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.7M -$196K -8,380 -1%
SM
53
Sweeney & Michel
California
$15.4M +$16.6M +708,680 New
AAS
54
Avantax Advisory Services
Texas
$15.2M +$524K +22,410 +4%
ASN
55
Advisory Services Network
Georgia
$14.5M +$1.14M +48,930 +9%
CRFG
56
Columbia River Financial Group
Washington
$13.2M +$408K +17,440 +3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$13.1M -$354K -15,125 -3%
Goldman Sachs
58
Goldman Sachs
New York
$12.6M +$961K +41,115 +9%
KFA
59
Kapstone Financial Advisors
Ohio
$12.5M -$41K -1,755 -0.3%
PAG
60
Private Advisor Group
New Jersey
$12.3M -$102K -4,355 -0.9%
LF
61
Lantz Financial
Illinois
$12.2M +$186K +7,940 +2%
Allianz Asset Management
62
Allianz Asset Management
Germany
$11.8M +$11.4M +487,000 New
GSIS
63
Global Strategic Investment Solutions
Arizona
$11.7M +$54.6K +2,335 +0.5%
GL
64
Graypoint LLC
New York
$11.3M -$6.08K -260 -0.1%
BCI
65
Brinker Capital Investments
Pennsylvania
$11.3M -$384K -16,415 -3%
OPS
66
Orion Portfolio Solutions
Nebraska
$11.3M -$384K -16,415 -3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$11.2M -$2.45K -105 -0%
AI
68
Atria Investments
North Carolina
$11.1M -$2.28M -97,645 -18%
AWS
69
Atria Wealth Solutions
New York
$11M +$1.43M +61,375 +16%
WANY
70
Wealthspire Advisors (New York)
New York
$10.9M +$602K +25,735 +6%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$10.7M -$690K -29,500 -6%
NAM
72
NTV Asset Management
West Virginia
$10.7M -$49.1K -2,100 -0.5%
FWP
73
FAS Wealth Partners
Kansas
$10.1M -$142K -6,055 -1%
GT
74
Glenmede Trust
Pennsylvania
$9.94M +$281K +12,025 +3%
BFA
75
Beaumont Financial Advisors
Massachusetts
$9.69M -$65K -2,780 -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.