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HDV

iShares Core High Dividend ETF
HDV

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: 21 → 27 (+6)

1% more capital invested

Capital invested by funds: $4.87B → $4.9B (+$31.5M)

0% more funds holding

Funds holding: 772 → 774 (+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

Top Buyers

Rank Fund Capital Flow
1
PCMM
Piedmont Capital Management (Montana)
Montana
+$39M
2
AOI
Auto-Owners Insurance
Michigan
+$30.9M
3
PP
Prudential plc
United Kingdom
+$26.3M
4
AIA
Angeles Investment Advisors
California
+$19.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
MYLI
Meiji Yasuda Life Insurance
Japan
-$332M
2
Wells Fargo
Wells Fargo
California
-$94M
3
Bank of America
Bank of America
North Carolina
-$40.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$36.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Aviso Financial
Ontario, Canada
$6.29K +$6.08K +260 New
AW
752
Avion Wealth
Texas
$6K – – –
EDRH
753
Edmond de Rothschild Holding
Switzerland
$5.33K – – –
TAM
754
Townsend Asset Management
North Carolina
$4.65K – – –
BTI
755
Blue Trust Inc
Georgia
$4.23K – – –
PSFG
756
Park Square Financial Group
Georgia
$4.12K – – –
GI
757
GAMMA Investing
California
$3.88K – – –
PGAM
758
Princeton Global Asset Management
New Jersey
$3.88K – – –
CAM
759
Costello Asset Management
Pennsylvania
$3.73K – – –
SVCP
760
Silicon Valley Capital Partners
California
$3.7K – – –
BWM
761
Bernard Wealth Management
Michigan
$3.15K – – –
GC
762
Gould Capital
Washington
$2.18K – – –
RMC
763
Resources Management Corp
Connecticut
$2K – – –
MHIP
764
Mountain Hill Investment Partners
New Jersey
$1.93K – – –
ADL
765
Asset Dedication LLC
California
$1.82K +$1.75K +75 New
DSC
766
Duncker Streett & Co
Missouri
$1.7K – – –
CAWM
767
Capital A Wealth Management
Pennsylvania
$1.7K +$1.64K +70 New
SW
768
SVB Wealth
Massachusetts
$1.57K +$1.52K +65 New
IHWM
769
Iron Horse Wealth Management
Iowa
$1.25K – – –
HCP
770
Hexagon Capital Partners
Arkansas
$1.22K +$1.17K +50 New
HC
771
Hurley Capital
New York
$622 – – –
GCS
772
Gordian Capital (Singapore)
Singapore
$606 – – –
NRG
773
Nemes Rush Group
Michigan
$606 – – –
TRCT
774
Tower Research Capital (TRC)
New York
$588 -$234 -10 -29%
RWS
775
Retirement Wealth Solutions
Wisconsin
$62 – – –
29 30
31
32 33

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.