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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
TCA
201
Transcend Capital Advisors
New Jersey
$2.19M -$4.91K -210 -0.2%
NFG
202
Nations Financial Group
Iowa
$2.19M +$17.8K +760 +0.8%
CL
203
Choreo LLC
Illinois
$2.18M -$145K -6,190 -6%
HI
204
Harbour Investments
Wisconsin
$2.18M -$29.6K -1,265 -1%
ALA
205
Atlas Legacy Advisors
California
$2.14M +$773K +33,065 +58%
FG
206
Fiduciary Group
Georgia
$2.11M +$238K +10,165 +13%
SWP
207
Stratos Wealth Partners
Ohio
$2.11M -$69.3K -2,965 -3%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.09M +$19.4K +830 +1%
IF
209
Ironwood Financial
Arizona
$2.08M +$94.7K +4,050 +5%
AAG
210
Armstrong Advisory Group
Massachusetts
$2.08M
RIM
211
Rakuten Investment Management
Japan
$2.03M +$1.98M +84,825 New
HA
212
HFG Advisors
Ohio
$2.02M +$14.7K +630 +0.8%
WWM
213
Western Wealth Management
Colorado
$2.01M -$1.64K -70 -0.1%
MSAM
214
Moloney Securities Asset Management
Missouri
$1.97M -$10.3K -440 -0.5%
GIA
215
Gladstone Institutional Advisory
Florida
$1.97M -$10.8K -460 -0.6%
AWM
216
Apex Wealth Management
New Hampshire
$1.96M +$12.5K +535 +0.7%
OBWG
217
Onyx Bridge Wealth Group
New York
$1.96M -$11.9K -510 -0.6%
CAM
218
Cresset Asset Management
Illinois
$1.96M -$5.49K -235 -0.3%
WC
219
Woodstock Corp
Massachusetts
$1.96M
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$1.96M
CAG
221
Csenge Advisory Group
Florida
$1.94M +$141K +6,020 +8%
Bessemer Group
222
Bessemer Group
New Jersey
$1.9M
Federated Hermes
223
Federated Hermes
Pennsylvania
$1.87M -$36.6M -1,566,095 -95%
RIA
224
Regal Investment Advisors
Michigan
$1.86M -$49.4K -2,115 -3%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$1.86M +$21.6K +925 +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.