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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
BMC
726
Bear Mountain Capital
Washington
$17.4K +$17.6K +755 New
BSB
727
Bangor Savings Bank
Maine
$16.7K
CAM
728
Clarity Asset Management
Iowa
$15.6K
MWA
729
Medallion Wealth Advisors
Connecticut
$14.5K
BCWM
730
Bartlett & Co Wealth Management
Ohio
$14.1K
EAM
731
Eukles Asset Management
Ohio
$13.7K
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K +$13.1K +560 New
OPTFSNA
733
Old Point Trust & Financial Services N A
Virginia
$13.2K
RS
734
Rakuten Securities
Japan
$13K +$12.5K +535 New
DRP
735
Decker Retirement Planning
Utah
$11.9K -$2.81K -120 -20%
POIA
736
Pin Oak Investment Advisors
Texas
$11K
BLC
737
Brown, Lisle/Cummings
Rhode Island
$10.1K
OAJ
738
Ogorek Anthony Joseph
New York
$10K
NEWAS
739
N.E.W. Advisory Services
Wisconsin
$9.93K +$9.58K +410 New
FRA
740
Front Row Advisors
California
$9.69K
RFG
741
REAP Financial Group
Texas
$9.08K
CIA
742
Cape Investment Advisory
Georgia
$8.12K
TIM
743
Tortoise Investment Management
New York
$7.99K
PBK
744
Peoples Bank (Kansas)
Kansas
$7.99K
PWA
745
Physician Wealth Advisors
Utah
$7.75K
LC
746
Lindbrook Capital
California
$7.15K
VCM
747
Versant Capital Management
Arizona
$7.03K
RBC
748
Roble Belko & Company
Pennsylvania
$7K
T
749
Transce3nd
Texas
$6.9K -$8.65K -370 -56%
FCAS
750
First Command Advisory Services
Texas
$6.66K +$6.43K +275 New

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.