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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
NA
151
NewEdge Advisors
Louisiana
$3.33M +$105K +4,485 +3%
PWA
152
Phoenix Wealth Advisors
North Carolina
$3.32M +$2.45M +104,960 +327%
SFG
153
Sowa Financial Group
Rhode Island
$3.26M -$177K -7,575 -5%
JWCA
154
J.W. Cole Advisors
Florida
$3.26M -$52.8K -2,260 -2%
AF
155
AtlasMark Financial
Texas
$3.25M +$242K +10,375 +8%
PS
156
Principal Securities
Iowa
$3.22M +$38.8K +1,660 +1%
JWM
157
Jackson Wealth Management
Florida
$3.19M +$19K +815 +0.6%
KOMWMG
158
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.19M -$181K -7,765 -6%
SFB
159
STAR Financial Bank
Indiana
$3.17M +$3.06M +130,755 New
WIA
160
World Investment Advisors
California
$3.17M -$240K -10,270 -7%
FAM
161
Formidable Asset Management
Ohio
$3.15M -$80.4K -3,440 -3%
CFS
162
CRA Financial Services
New Jersey
$3.13M -$28.3K -1,210 -0.9%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$3.12M -$283K -12,095 -9%
FFG
164
Frisch Financial Group
New York
$3.12M -$7.25K -310 -0.2%
MFA
165
Mayflower Financial Advisors
Massachusetts
$3.03M +$19K +815 +0.7%
HNWAG
166
High Net Worth Advisory Group
Florida
$2.98M -$141K -6,025 -5%
CFG
167
Cooper Financial Group
California
$2.96M -$382K -16,340 -12%
FA
168
FC Advisory
Pennsylvania
$2.91M -$50K -2,140 -2%
JCM
169
J2 Capital Management
Michigan
$2.86M -$675K -28,860 -20%
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$2.85M -$30K -1,285 -1%
MBFW
171
Morton Brown Family Wealth
Pennsylvania
$2.84M -$17.2K -735 -0.6%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$2.81M +$328K +14,020 +14%
CCA
173
Cora Capital Advisors
New Jersey
$2.78M +$163K +6,970 +6%
NA
174
Nottingham Advisors
New York
$2.76M -$20.3K -870 -0.8%
TC
175
TownSquare Capital
Utah
$2.76M +$52K +2,225 +2%

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.