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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
NC
776
NewSquare Capital
Pennsylvania
$14
CMA
777
Cedar Mountain Advisors
Oregon
$2
SGCA
778
Steel Grove Capital Advisors
Tennessee
-$4.76M -211,920 Closed
D.E. Shaw & Co
779
D.E. Shaw & Co
New York
-$2.32M -103,145 Closed
AWC
780
Abundance Wealth Counselors
Pennsylvania
-$2.06M -91,955 Closed
WA
781
Wealth Alliance
New York
-$1.63M -72,535 Closed
OC
782
Optima Capital
Oregon
-$1.19M -53,195 Closed
NW
783
NewEdge Wealth
Pennsylvania
-$1.04M -46,390 Closed
CFGS
784
Concourse Financial Group Securities
Alabama
-$1.05M -45,955 Closed
SIAS
785
Summit Investment Advisory Services
Minnesota
-$961K -42,795 Closed
IAA
786
Independent Advisor Alliance
North Carolina
-$921K -41,030 Closed
LP
787
LGL Partners
Pennsylvania
-$616K -27,440 Closed
SW
788
SteelPeak Wealth
California
-$561K -25,000 Closed
AAS
789
Annex Advisory Services
Wisconsin
-$529K -23,570 Closed
BFG
790
Bleakley Financial Group
New Jersey
-$525K -23,405 Closed
TCM
791
Tassel Capital Management
North Carolina
-$477K -21,225 Closed
TSS
792
Two Sigma Securities
New York
-$434K -19,340 Closed
MWM
793
Modera Wealth Management
New Jersey
-$373K -16,615 Closed
IWA
794
Icon Wealth Advisors
Texas
-$358K -15,965 Closed
TNA
795
True North Advisors
Texas
-$354K -15,780 Closed
PFA
796
Pettinga Financial Advisors
Indiana
-$354K -15,750 Closed
EFA
797
Evernest Financial Advisors
Indiana
-$351K -15,640 Closed
MYIA
798
Mount Yale Investment Advisors
Colorado
-$347K -15,435 Closed
BHPW
799
Beverly Hills Private Wealth
California
-$305K -13,590 Closed
CF
800
Clarity Financial
Texas
-$254K -11,290 Closed

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.