We are live on ! Find out more
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
ONB
101
Old National Bancorp
Indiana
$6.14M -$19.9K -850 -0.3%
KFBMI
102
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.06M
GPW
103
Gray Private Wealth
Massachusetts
$5.74M +$212K +9,080 +4%
BWA
104
Beam Wealth Advisors
Louisiana
$5.55M -$467K -19,980 -8%
MWM
105
Maltin Wealth Management
New Jersey
$5.53M +$4.91K +210 +0.1%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$5.52M +$195K +8,350 +4%
FFG
107
Foundry Financial Group
New Hampshire
$5.47M -$75.3K -3,220 -1%
SS
108
Sunbelt Securities
Texas
$5.41M +$675K +28,885 +15%
JCM
109
Janney Capital Management
Pennsylvania
$5.29M +$42.3K +1,810 +0.8%
SWP
110
Summit Wealth Partners
Florida
$5.27M +$265K +11,355 +6%
ASBI
111
American State Bank (Iowa)
Iowa
$5.24M +$95.7K +4,095 +2%
FA
112
Forefront Analytics
Pennsylvania
$5.22M +$1.01M +43,350 +25%
SG
113
StoneX Group
New York
$5.2M +$640K +27,395 +15%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$5.12M +$10.9K +465 +0.2%
Corient Private Wealth
115
Corient Private Wealth
Florida
$5.03M -$181K -7,725 -4%
Jane Street
116
Jane Street
New York
$4.99M +$4.11M +175,640 +579%
EFG
117
Embree Financial Group
Illinois
$4.71M -$219K -9,365 -5%
FF
118
Farrow Financial
Vermont
$4.7M +$62.1K +2,655 +1%
HFRG
119
Houlihan Financial Resource Group
Virginia
$4.66M -$171K -7,310 -4%
William Blair & Company
120
William Blair & Company
Illinois
$4.6M -$83.6K -3,575 -2%
CCG
121
Chatham Capital Group
Georgia
$4.49M
BOPW
122
Brandywine Oak Private Wealth
Pennsylvania
$4.48M -$102K -4,360 -2%
APWA
123
Atlas Private Wealth Advisors
New Jersey
$4.32M -$59.7K -2,555 -1%
EH
124
Equitable Holdings
New York
$4.29M +$604K +25,830 +17%
SFWC
125
Strategic Family Wealth Counselors
New Jersey
$4.21M +$44.4K +1,900 +1%

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.