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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
GFA
76
Gallagher Fiduciary Advisors
Illinois
$9.29M +$94K +4,020 +1%
Franklin Resources
77
Franklin Resources
California
$9.27M +$9.82K +420 +0.1%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$9.18M +$522K +22,315 +6%
GB
79
Gunma Bank
Japan
$9.08M
Lido Advisors
80
Lido Advisors
California
$8.99M +$28.5K +1,220 +0.3%
SC
81
Sykon Capital
New York
$8.97M +$8.65M +370,130 New
IA
82
IFP Advisors
Florida
$8.68M -$216K -9,225 -3%
FP
83
Financial Perspectives
Minnesota
$8.56M +$57.1K +2,445 +0.7%
RFC
84
Regions Financial Corp
Alabama
$8.41M -$481K -20,595 -6%
BWM
85
Base Wealth Management
Florida
$8.2M +$7.91M +338,580 New
CWM
86
Calamos Wealth Management
Illinois
$8.06M +$7.17M +306,935 +1,189%
ST
87
Smithfield Trust
Pennsylvania
$7.99M -$388K -16,600 -5%
CFG
88
Citizens Financial Group
Rhode Island
$7.83M +$10.8K +460 +0.1%
PA
89
PFG Advisors
Arizona
$7.62M +$7.35M +314,415 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$7.59M +$1.56M +66,665 +27%
CC
91
Courier Capital
New York
$7.43M +$7.17M +306,860 New
SPC
92
Sigma Planning Corp
Michigan
$7.12M -$25.4K -1,085 -0.4%
Renaissance Technologies
93
Renaissance Technologies
New York
$7.07M +$6.82M +292,000 New
Cerity Partners
94
Cerity Partners
New York
$7.03M +$265K +11,355 +4%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$6.85M -$120K -5,140 -2%
LFAS
96
Level Four Advisory Services
Texas
$6.67M -$68K -2,910 -1%
CL
97
COWA LLC
Oklahoma
$6.59M +$80.4K +3,440 +1%
SA
98
Sanctuary Advisors
Indiana
$6.32M +$30.4K +1,300 +0.5%
AO
99
Advisor OS
Illinois
$6.25M +$46.2K +1,975 +0.8%
MA
100
MJP Associates
Connecticut
$6.15M +$50K +2,140 +0.8%

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.