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
Bank of America
1
Bank of America
North Carolina
$526M -$40.3M -1,725,785 -7%
Morgan Stanley
2
Morgan Stanley
New York
$391M +$9.23M +394,935 +3%
LPL Financial
3
LPL Financial
California
$301M +$11.9M +510,200 +4%
UBS Group
4
UBS Group
Switzerland
$173M -$12.5M -535,500 -7%
Wells Fargo
5
Wells Fargo
California
$155M -$94M -4,023,545 -39%
JP Morgan Chase
6
JP Morgan Chase
New York
$140M -$284K -12,165 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$139M -$10.1M -430,850 -7%
Raymond James Financial
8
Raymond James Financial
Florida
$119M +$5.83M +249,455 +5%
SAM
9
Securian Asset Management
Minnesota
$100M -$2M -85,650 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$95.9M +$4.54M +194,435 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$91.2M +$4.07M +173,935 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$90.8M +$6.02M +257,620 +7%
M&T Bank
13
M&T Bank
New York
$88.3M +$810K +34,655 +1%
BlackRock
14
BlackRock
New York
$81M +$6.19M +264,900 +9%
Ameriprise
15
Ameriprise
Minnesota
$76.1M +$10.2M +435,285 +16%
Truist Financial
16
Truist Financial
North Carolina
$75.3M +$3.05M +130,300 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$68.6M -$605K -25,885 -0.9%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$56.8M +$14.9M +636,505 +37%
CA
19
CSM Advisors
Pennsylvania
$55.9M
LIA
20
LBMC Investment Advisors
Tennessee
$55.5M -$743K -31,790 -1%
Mariner
21
Mariner
Kansas
$53M +$1.59M +67,870 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$42.4M +$2.14M +91,665 +6%
TA
23
Townsend & Associates
Colorado
$41.6M +$296K +12,650 +0.7%
Osaic Holdings
24
Osaic Holdings
Arizona
$41.3M +$10.2M +435,165 +34%
AOI
25
Auto-Owners Insurance
Michigan
$41.2M +$30.9M +1,322,300 +1,111%

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.