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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
PWM
801
Pines Wealth Management
North Carolina
-$238K -10,715 Closed
SCM
802
SOL Capital Management
Maryland
-$225K -10,000 Closed
ML
803
McAdam LLC
Pennsylvania
-$217K -9,665 Closed
PPW
804
Parcion Private Wealth
Washington
-$213K -9,500 Closed
SF
805
Symphony Financial
Texas
-$215K -9,310 Closed
VCM
806
Vision Capital Management
Oregon
-$207K -9,240 Closed
CCA
807
Conservest Capital Advisors
Pennsylvania
-$206K -9,175 Closed
CAM
808
Concorde Asset Management
Michigan
-$206K -9,155 Closed
MRP
809
Measured Risk Portfolios
California
-$146K -6,510 Closed
CSC
810
Caldwell Sutter Capital
California
-$40K -1,780 Closed
CJ
811
Caitlin John
Michigan
-$38.7K -1,725 Closed
PFT
812
Providence First Trust
Arizona
-$30.3K -1,350 Closed
CP
813
Castleview Partners
Texas
-$23.8K -1,060 Closed
BOJHT
814
Bank of Jackson Hole Trust
Wyoming
-$22.5K -1,000 Closed
OC
815
Oarsman Capital
Wisconsin
-$19.6K -875 Closed
FDW
816
Fourth Dimension Wealth
Ohio
-$11.9K -530 Closed
AIP
817
Alexis Investment Partners
Texas
-$11.6K -515 Closed
VWM
818
Venturi Wealth Management
Texas
-$10.3K -455 Closed
LDB
819
Lee, Danner & Bass
Tennessee
-$9.82K -435 Closed
CWP
820
Clark Wealth Partners
Illinois
-$6.06K -270 Closed
PFA
821
Pathway Financial Advisers
Indiana
-$5.95K -270 Closed
AWM
822
Avior Wealth Management
Nebraska
-$5.28K -235 Closed
NWWA
823
New Wave Wealth Advisors
Arkansas
-$3.37K -150 Closed
KIM
824
Kestra Investment Management
Texas
-$2.55K -115 Closed
EBA
825
Eagle Bay Advisors
New York
-$2.02K -90 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.