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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
WWA
176
WCG Wealth Advisors
Nevada
$2.67M -$34.9K -1,495 -1%
GA
177
GSG Advisors
New Jersey
$2.57M +$118K +5,040 +5%
SC
178
Scotia Capital
Ontario, Canada
$2.54M +$101K +4,330 +4%
KA
179
Klingman & Associates
New York
$2.51M -$11K -470 -0.5%
WMA
180
Wealth Management Associates
New Jersey
$2.5M +$48.7K +2,085 +2%
SI
181
Stephens Inc
Arkansas
$2.47M +$29.2K +1,250 +1%
BWP
182
Bernardo Wealth Planning
Pennsylvania
$2.46M -$7.48K -320 -0.3%
GFG
183
Goldstone Financial Group
Illinois
$2.45M -$245K -10,480 -9%
NG
184
Norden Group
Utah
$2.45M +$43.8K +1,875 +2%
WTC
185
WhitTier Trust Company
Nevada
$2.34M -$3.04K -130 -0.1%
SWP
186
Sagespring Wealth Partners
Tennessee
$2.34M -$32.6K -1,395 -1%
LA
187
Lane & Associates
New Jersey
$2.34M +$26.2K +1,120 +1%
EIP
188
Ellis Investment Partners
Pennsylvania
$2.33M -$152K -6,500 -6%
SXL
189
Summit X LLC
Missouri
$2.33M -$150K -6,400 -6%
RWP
190
Ridgecrest Wealth Partners
California
$2.31M +$665K +28,440 +43%
SFS
191
Sowell Financial Services
Arkansas
$2.29M -$28.2K -1,205 -1%
CBT
192
Crews Bank & Trust
Florida
$2.29M +$116K +4,975 +6%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$2.28M +$432K +18,475 +24%
CPIG
194
Chicago Partners Investment Group
Illinois
$2.25M +$1.89M +81,050 +493%
TCM
195
TruNorth Capital Management
Michigan
$2.24M
PWA
196
Provenance Wealth Advisors
Florida
$2.24M +$48.7K +2,085 +2%
ANTB
197
AMG National Trust Bank
Colorado
$2.22M -$400K -17,115 -16%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$2.21M -$105K -4,475 -5%
LSWP
199
Liberty Square Wealth Partners
Pennsylvania
$2.2M +$1.29K +55 +0.1%
IAG
200
Investment Advisory Group
Massachusetts
$2.2M +$818 +35 +0%

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.