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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$118.69 +0.20 (+0.17%)
As of 11:52 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
497
Total
Institutional Inflows
(last 12 months)
$1.34B
Number of
Institutional Sellers
(last 12 months)
366
Total
Institutional Outflows
(last 12 months)
$1.14B
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HDV Institutional Buying and Selling by Quarter

iShares Core High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025Harbor Investment Advisory LLC15,151$1.78M0.1%+3.6%0.016%
6/17/2025Howe & Rusling Inc.9,469$1.15M0.1%+1.7%0.010%
5/28/2025Jones Financial Companies Lllp475,242$56.80M0.1%+36.6%0.497%
5/28/2025Wealth Management Associates Inc.20,658$2.50M1.1%+2.1%0.022%
5/27/2025Jacobi Capital Management LLC5,979$724K0.1%-2.4%0.006%
5/21/2025Geneos Wealth Management Inc.3,455$418K0.0%-3.2%0.004%
5/20/2025Focus Partners Wealth18,852$2.28M0.0%+47.8%0.020%
5/20/2025Integrity Alliance LLC.7,059$855K0.0%N/A0.007%
5/20/2025Anchor Investment Management LLC9,904$1.20M0.1%+2.0%0.010%
5/16/2025Meiji Yasuda Life Insurance Co166,097$20.12M0.4%-94.5%0.174%
5/16/2025Coppell Advisory Solutions LLC5,074$615K0.0%+866.5%0.005%
5/16/2025Goldman Sachs Group Inc.103,679$12.56M0.0%+8.6%0.110%
5/16/2025Jones Financial Companies Lllp117,152$14.01M0.0%-66.3%0.122%
5/16/2025NewEdge Advisors LLC27,459$3.33M0.0%+3.4%0.029%
5/16/2025Integrated Wealth Concepts LLC29,904$3.62M0.0%+43.0%0.031%
5/16/2025Curi RMB Capital LLC1,750$212K0.0%N/A0.002%
5/16/2025Alliancebernstein L.P.266,967$32.34M0.0%-11.6%0.279%
5/16/2025AQR Capital Management LLC5,047$611K0.0%+6.1%0.005%
5/16/2025Ancora Advisors LLC13,181$1.60M0.0%-2.3%0.014%
5/16/2025Angeles Investment Advisors LLC164,000$19.86M1.1%N/A0.171%
5/16/20251 North Wealth Services LLC4,235$513K0.2%-48.0%0.004%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.133,114$16.12M2.5%-11.5%0.139%
5/15/2025Federation des caisses Desjardins du Quebec9,954$1.21M0.0%+200.2%0.010%
5/15/2025EP Wealth Advisors LLC13,270$1.61M0.0%-0.8%0.014%
5/15/2025Flputnam Investment Management Co.3,734$452K0.0%-3.4%0.004%
5/15/2025Royal Bank of Canada1,146,400$138.85M0.0%-7.0%1.198%
5/15/2025Calton & Associates Inc.2,125$257K0.1%N/A0.002%
5/15/2025Connecticut Wealth Management LLC29,807$3.61M0.2%-0.7%0.031%
5/15/2025Baird Financial Group Inc.23,176$2.81M0.0%+13.8%0.024%
5/15/2025Vermillion & White Wealth Management Group LLC530$64K0.0%-39.6%0.001%
5/15/2025Mission Creek Capital Partners Inc.4,630$561K0.1%+12.4%0.005%
5/15/2025Monterey Private Wealth Inc.1,948$236K0.1%-31.6%0.002%
5/14/2025Note Advisors LLC2,534$307K0.3%-3.4%0.003%
5/14/2025CreativeOne Wealth LLC2,494$302K0.0%+4.7%0.003%
5/14/2025Piedmont Capital Management LLC333,398$40.38M27.2%N/A0.348%
5/14/2025Quadcap Wealth Management LLC10,734$1.30M0.2%-4.6%0.011%
5/14/2025WCG Wealth Advisors LLC22,017$2.67M0.2%-1.3%0.023%
5/14/2025South Plains Financial Inc.2,545$308K0.2%+3.7%0.003%
5/14/2025Evergreen Wealth Solutions LLC2,372$287K0.2%+13.6%0.002%
5/14/2025Comerica Bank168,407$20.40M0.1%-9.0%0.176%
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5/14/2025Synovus Financial Corp12,932$1.57M0.0%-4.8%0.014%
5/14/2025AIMZ Investment Advisors LLC1,770$214K0.1%N/A0.002%
5/14/2025Smartleaf Asset Management LLC656$78K0.0%+185.2%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.169,611$20.54M0.0%+22.9%0.177%
5/14/2025Phoenix Wealth Advisors27,402$3.32M1.4%+327.5%0.029%
5/14/2025Sax Wealth Advisors LLC6,591$798K0.1%+2.4%0.007%
5/14/2025Kestra Advisory Services LLC144,027$17.45M0.1%-3.6%0.150%
5/14/2025Compound Planning Inc.4,293$520K0.0%+10.2%0.004%
5/14/2025Ameriprise Financial Inc.628,353$76.12M0.0%+16.1%0.657%
5/14/2025CW Advisors LLC6,067$735K0.0%N/A0.006%
5/14/2025GDS Wealth Management3,536$428K0.0%-25.6%0.004%
5/14/2025Capital Analysts LLC3,538$429K0.0%+3.4%0.004%
5/14/2025Level Four Advisory Services LLC55,055$6.67M0.3%-1.0%0.058%
5/14/2025Forefront Analytics LLC43,108$5.22M6.0%+25.2%0.045%
5/14/2025GSG Advisors LLC22,762$2.57M0.8%+4.6%0.024%
5/14/2025RWA Wealth Partners LLC1,666$202K0.0%N/A0.002%
5/13/2025Cascade Financial Partners LLC1,780$216K0.0%-21.9%0.002%
5/13/2025Steward Partners Investment Advisory LLC279,716$33.88M0.3%+3.1%0.292%
5/13/2025Intrepid Financial Planning Group LLC13,038$1.58M0.7%+31.4%0.014%
5/13/2025Raymond James Financial Inc.981,453$118.87M0.0%+5.4%1.026%
5/13/2025Cowa LLC54,386$6.59M2.8%+1.3%0.057%
5/13/2025Nations Financial Group Inc. IA ADV18,103$2.19M0.2%+0.8%0.019%
5/13/2025Tacita Capital Inc6,355$770K0.6%-6.9%0.007%
5/13/2025Horizon Investments LLC1,560$189K0.0%-33.1%0.002%
5/13/2025Vestmark Advisory Solutions Inc.2,978$361K0.0%-67.9%0.003%
5/13/2025Klingman & Associates LLC20,711$2.51M0.2%-0.5%0.022%
5/13/2025Prudential PLC225,400$27.30M0.1%N/A0.236%
5/13/2025HighTower Advisors LLC129,321$15.66M0.0%-1.3%0.135%
5/12/2025Kohmann Bosshard Financial Services LLC153,364$18.58M2.2%+4.3%0.160%
5/12/2025Financial Engines Advisors L.L.C.1,765$214K0.0%N/A0.002%
5/12/2025Houlihan Financial Resource Group Ltd.38,438$4.66M2.1%-3.7%0.040%
5/12/2025Operose Advisors LLC6,765$819K0.3%+41.4%0.007%
5/12/2025Cove Private Wealth LLC3,451$418K0.2%+12.7%0.004%
5/12/2025Cobblestone Capital Advisors LLC NY8,530$1.03M0.1%-4.9%0.009%
5/12/2025Cooper Financial Group24,457$2.96M0.4%-11.8%0.026%
5/12/2025King Luther Capital Management Corp16,158$1.96M0.0%-1.2%0.017%
5/12/2025Townsquare Capital LLC22,769$2.76M0.0%+2.0%0.024%
5/12/2025Zions Bancorporation National Association UT2,615$317K0.0%N/A0.003%
5/12/2025National Bank of Canada FI23,514$2.85M0.0%-1.1%0.024%
5/12/2025Beam Wealth Advisors Inc.45,845$5.55M1.9%-8.0%0.048%
5/12/2025AlphaCore Capital LLC985$119K0.0%N/A0.001%
5/12/2025Cresta Advisors Ltd.8,282$1.00M0.5%+17.2%0.009%
5/9/2025Headlands Technologies LLC383$46K0.0%N/A0.000%
5/9/2025Chicago Partners Investment Group LLC19,496$2.25M0.1%+493.3%0.020%
5/9/2025Citizens Financial Group Inc. RI64,669$7.83M0.2%+0.1%0.067%
5/9/2025Wharton Business Group LLC170,827$20.69M0.9%-0.4%0.178%
5/9/2025WealthShield Partners LLC6,532$791K0.1%+100.2%0.007%
5/9/2025Wealthspire Advisors LLC89,910$10.89M0.1%+6.1%0.093%
5/9/2025McClarren Financial Advisors Inc.340$41K0.0%-59.0%0.000%
5/9/2025Atria Wealth Solutions Inc.90,813$11.00M0.1%+15.6%0.094%
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5/9/2025Farrow Financial Inc.38,822$4.70M3.2%+1.4%0.040%
5/9/2025Commonwealth Equity Services LLC791,445$95.86M0.1%+5.2%0.823%
5/9/2025Smithfield Trust Co65,926$7.99M0.4%-4.8%0.069%
5/9/2025Blair William & Co. IL37,974$4.60M0.0%-1.8%0.039%
5/9/2025Scotia Capital Inc.20,979$2.54M0.0%+4.3%0.022%
5/9/2025Cheviot Value Management LLC929$107K0.0%N/A0.001%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd13,800$1.67M0.0%-9.5%0.014%
5/9/2025PNC Financial Services Group Inc.56,515$6.85M0.0%-1.8%0.059%
5/8/2025IFG Advisory LLC29,785$3.61M0.2%+1.7%0.031%
5/8/2025TIAA Trust National Association3,198$387K0.0%+38.6%0.003%
(Data available from 1/1/2016 forward)

HDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDV shares?

During the previous two years, 829 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($526.72M), Morgan Stanley ($302.98M), LPL Financial LLC ($300.57M), Wells Fargo & Company MN ($233.68M), UBS Group AG ($165.79M), Royal Bank of Canada ($138.85M), and JPMorgan Chase & Co. ($130.47M).Learn more on iShares Core High Dividend ETF's institutional investors.

Which institutional investors have been buying iShares Core High Dividend ETF's stock?

Of the 674 institutional investors that purchased iShares Core High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Meiji Yasuda Life Insurance Co ($1.78M), Wells Fargo & Company MN ($1.77M), OVERSEA CHINESE BANKING Corp Ltd ($1.66M), Houlihan Financial Resource Group Ltd. ($1.12M), Raymond James Financial Inc. ($981.45K), Strategic Financial Concepts LLC ($717.25K), and Federated Hermes Inc. ($684.54K).

How much institutional buying is happening at iShares Core High Dividend ETF?

Institutional investors have bought a total of 11,515,679 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Which of iShares Core High Dividend ETF's major shareholders have been selling company stock?

Of the 366 institutional investors that sold iShares Core High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meiji Yasuda Life Insurance Co ($2.84M), Envestnet Asset Management Inc. ($2.82M), Orion Portfolio Solutions LLC ($383.50K), Federated Hermes Inc. ($313.22K), International Assets Investment Management LLC ($280.07K), Jones Financial Companies Lllp ($230.79K), and Focus Partners Wealth ($201.61K).

How much institutional selling is happening at iShares Core High Dividend ETF?

Institutional investors have sold a total of 9,875,316 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.



This page (NYSEARCA:HDV) was last updated on 7/2/2025 by MarketBeat.com Staff
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