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iShares Core High Dividend ETF (HDV) Institutional Ownership

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$108.25
+0.29 (+0.27%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$954.19M
Number of
Institutional Sellers
(last 12 months)
394
Total
Institutional Outflows
(last 12 months)
$1.85B
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HDV Institutional Buying and Selling by Quarter

iShares Core High Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Geneos Wealth Management Inc.3,888$428K0.0%-4.0%0.004%
5/4/2024DAVENPORT & Co LLC165,613$18.25M0.1%+4,833.4%0.175%
5/4/2024Csenge Advisory Group9,857$1.09M0.1%+21.3%0.010%
5/3/2024Embree Financial Group45,267$4.99M1.0%-7.8%0.048%
5/3/2024Smithbridge Asset Management Inc. DE1,903$210K0.0%N/A0.002%
5/3/2024Larson Financial Group LLC944$104K0.0%-10.2%0.001%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC1,945$214K0.1%N/A0.002%
5/3/2024Liberty Wealth Management LLC1,997$220K0.0%N/A0.002%
5/3/2024Smith Salley Wealth Management1,827$201K0.0%-16.1%0.002%
5/2/2024Mutual Advisors LLC17,831$1.97M0.1%-38.8%0.019%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC16,503$1.82M0.0%-8.3%0.017%
5/2/2024Financial Counselors Inc.7,513$828K0.0%-14.6%0.008%
5/2/2024Baron Silver Stevens Financial Advisors LLC32,674$3.60M0.7%-3.5%0.035%
5/2/2024Graypoint LLC95,281$10.50M0.8%-8.1%0.101%
5/2/2024Vantage Financial Partners LLC5,249$578K0.2%+5.6%0.006%
5/2/2024Choreo LLC18,733$2.07M0.1%-0.8%0.020%
5/2/2024 Palisade Asset Management LLC1,589$175K0.0%N/A0.002%
5/1/2024 StoneX Group Inc.35,125$3.87M0.4%+1.2%0.037%
5/1/2024 Connecticut Wealth Management LLC31,160$3.43M0.2%-5.2%0.033%
5/1/2024 Janney Capital Management LLC47,694$5.26M0.3%-1.6%0.050%
5/1/2024 KFA Private Wealth Group LLC28,921$3.19M1.0%-32.1%0.031%
5/1/2024 1834 Investment Advisors Co.2,238$247K0.0%-5.5%0.002%
5/1/2024 Janney Montgomery Scott LLC647,251$71.33M0.2%+2.6%0.685%
5/1/2024 BNP Paribas Financial Markets206,154$22.72M0.0%+9,716.9%0.218%
5/1/2024 VAUGHAN & Co SECURITIES INC.155,183$17.10M10.9%+3.1%0.164%
5/1/2024 Klingman & Associates LLC21,331$2.35M0.2%-2.3%0.023%
5/1/2024 Concourse Financial Group Securities Inc.9,521$1.05M0.1%-7.5%0.010%
5/1/2024 Mission Wealth Management LP2,755$304K0.0%-8.7%0.003%
5/1/2024 Wambolt & Associates LLC2,656$292K0.1%-37.7%0.003%
5/1/2024 Sequoia Financial Advisors LLC3,536$390K0.0%-14.0%0.004%
4/30/2024 Private Advisor Group LLC112,126$12.36M0.1%-4.6%0.118%
4/30/2024 J.W. Cole Advisors Inc.28,317$3.12M0.2%-1.6%0.030%
4/30/2024 Hartline Investment Corp3,068$338K0.1%N/A0.003%
4/30/2024 Beam Wealth Advisors Inc.130,272$14.36M8.6%-1.5%0.137%
4/30/2024 HB Wealth Management LLC128,653$14.18M0.2%+0.6%0.135%
4/30/2024 Foundry Financial Group Inc.80,849$8.91M6.4%+10.9%0.085%
4/30/2024Concord Wealth Partners14,163$1.56M0.3%+7.3%0.015%
4/30/2024 AFT Forsyth & Company Inc.14,916$1.64M0.9%+1.3%0.016%
4/30/2024 Arkadios Wealth Advisors23,310$2.57M0.2%+14.5%0.024%
4/30/2024 Perigon Wealth Management LLC3,557$392K0.0%+27.6%0.004%
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4/30/2024 Mayflower Financial Advisors LLC25,943$2.86M0.2%-1.7%0.027%
4/30/2024 Madison Wealth Partners Inc3,850$424K0.2%+4.1%0.004%
4/30/2024 Hazlett Burt & Watson Inc.792$88K0.1%+104.1%0.001%
4/29/2024Commonwealth Equity Services LLC793,501$87.45M0.1%-2.3%0.834%
4/29/2024 FAS Wealth Partners Inc.79,375$8.75M0.8%+14.3%0.083%
4/29/2024 Benjamin F. Edwards & Company Inc.1,433$158K0.0%-64.0%0.002%
4/29/2024 Crescent Grove Advisors LLC2,149$237K0.0%N/A0.002%
4/27/2024 Kellett Wealth Advisors LLC2,348$259K0.2%-16.4%0.002%
4/27/2024 Phoenix Wealth Advisors59,339$6.54M4.0%-15.0%0.062%
4/26/2024 Pinnacle Associates Ltd.9,653$1.06M0.0%-10.0%0.010%
4/26/2024 Securian Asset Management Inc.915,202$100.86M3.0%-2.2%0.961%
4/26/2024 Northwest Bancshares Inc.7,991$881K0.1%-1.2%0.008%
4/26/2024 Sigma Investment Counselors Inc.3,097$341K0.0%-10.6%0.003%
4/25/2024 TNF LLC3,209$352K0.1%-3.7%0.003%
4/25/2024 Capital Investment Advisory Services LLC945$104K0.0%-19.4%0.001%
4/25/2024 Armor Investment Advisors LLC1,834$202K0.1%N/A0.002%
4/25/2024 Valeo Financial Advisors LLC169,679$18.70M0.6%+7.7%0.178%
4/25/2024 Eudaimonia Advisors LLC11,574$1.28M0.7%-4.8%0.012%
4/24/2024 Leavell Investment Management Inc.6,221$686K0.0%-4.4%0.007%
4/24/2024 Krilogy Financial LLC12,308$1.36M0.1%+1.9%0.013%
4/24/2024 Patton Albertson Miller Group LLC24,483$2.70M0.4%-62.3%0.026%
4/24/2024 Wolff Financial Management LLC33,889$3.74M1.1%-2.4%0.036%
4/24/2024 1900 Wealth Management LLC6,313$696K0.1%-8.8%0.007%
4/24/2024 Berkshire Bank9,551$1.05M0.3%-27.1%0.010%
4/24/2024 Townsend & Associates Inc362,520$39.60M4.6%+2.2%0.381%
4/24/2024 Simplicity Wealth LLC1,890$208K0.0%N/A0.002%
4/24/2024 NBT Bank N A NY10,323$1.14M0.1%-2.4%0.011%
4/24/2024 GDS Wealth Management165,101$18.20M2.1%-15.5%0.173%
4/24/2024 Gunma Bank Ltd.95,000$10.47M5.5%+31.9%0.100%
4/23/2024 Godsey & Gibb Inc.21,822$2.41M0.3%+4.3%0.023%
4/23/2024 Platte River Wealth Advisors LLC12,968$1.43M0.4%+1.0%0.014%
4/23/2024 Global Retirement Partners LLC42,272$4.66M0.2%+15.7%0.044%
4/23/2024 Cornell Pochily Investment Advisors Inc.9,613$1.06M0.4%-1.4%0.010%
4/23/2024 Covenant Asset Management LLC2,017$222K0.0%-19.4%0.002%
4/23/2024 Morton Brown Family Wealth LLC27,396$3.02M1.2%-5.4%0.029%
4/23/2024 Nations Financial Group Inc. IA ADV18,020$1.99M0.2%-3.0%0.019%
4/23/2024 Gradient Investments LLC2,225$245K0.0%-20.8%0.002%
4/23/2024 Fifth Third Bancorp750$83K0.0%+33.7%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.469,258$51.72M0.1%-5.0%0.493%
4/22/2024 Strategic Financial Concepts LLC15,916$1.75M0.4%+32.1%0.017%
4/22/2024 PFG Investments LLC6,715$740K0.0%N/A0.007%
4/22/2024 Parsons Capital Management Inc. RI11,060$1.22M0.1%-1.5%0.012%
4/22/2024 Raymond James & Associates270,143$29.77M0.0%-4.5%0.284%
4/22/2024 Accordant Advisory Group Inc19,032$2.10M1.6%N/A0.020%
4/22/2024 Everpar Advisors LLC2,518$278K0.2%-50.2%0.003%
4/19/2024 Teamwork Financial Advisors LLC27,712$3.05M0.5%-5.9%0.029%
4/19/2024 Financial Perspectives Inc68,475$7.55M2.9%+3.1%0.072%
4/19/2024 Wealthstar Advisors LLC3,070$338K0.1%+10.0%0.003%
4/19/2024 Kovack Advisors Inc.9,611$1.06M0.1%+8.3%0.010%
4/19/2024 Abundance Wealth Counselors4,866$536K0.1%-77.7%0.005%
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4/19/2024 United Capital Management of KS Inc.1,971$217K0.0%N/A0.002%
4/19/2024 Valley National Advisers Inc.1,315$144K0.0%+17.7%0.001%
4/19/2024 Albion Financial Group UT4,791$528K0.0%-55.8%0.005%
4/19/2024 Valeo Financial Advisors LLC169,602$18.69M0.2%+7.7%0.178%
4/18/2024 Summit Investment Advisory Services LLC8,355$921K0.5%-1.3%0.009%
4/18/2024 Shira Ridge Wealth Management19,527$2.15M1.2%-49.1%0.021%
4/18/2024 MV Capital Management Inc.11,849$1.31M0.1%-2.9%0.012%
4/18/2024 Capital Advisors Ltd. LLC34,098$3.76M0.5%-0.6%0.036%
4/18/2024 Woodmont Investment Counsel LLC1,825$201K0.0%N/A0.002%
4/18/2024 Consilio Wealth Advisors LLC2,435$268K0.1%-13.9%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, 835 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($14.03B), Scissortail Wealth Management LLC ($1.62B), Bank of America Corp DE ($620.30M), Morgan Stanley ($302.98M), Wells Fargo & Company MN ($275.15M), Meiji Yasuda Life Insurance Co ($248.43M), and BlackRock Inc. ($233.09M).Learn more on HDV's institutional investors.

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

Of the 740 institutional investors that purchased iShares Core High Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($11.62M), Truist Financial Corp ($4.35M), CFS Investment Advisory Services LLC ($3.43M), Advisor Group Holdings Inc. ($3.03M), Wells Fargo & Company MN ($2.75M), Angeles Investment Advisors LLC ($2.16M), and Bank of America Corp DE ($2.10M).

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

Institutional investors have bought a total of 64,037,402 shares in the last 24 months. This purchase volume represents approximately $6.42B in transactions.

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

Of the 542 institutional investors that sold iShares Core High Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($11.46M), Truist Financial Corp ($3.59M), Angeles Investment Advisors LLC ($1.67M), Cowa LLC ($1.49M), CWM LLC ($1.15M), Houlihan Financial Resource Group Ltd. ($1.12M), and LPL Financial LLC ($1.06M).

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

Institutional investors have sold a total of 37,884,653 shares in the last 24 months. This volume of shares sold represents approximately $3.78B in transactions.


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This page (NYSEARCA:HDV) was last updated on 5/5/2024 by MarketBeat.com Staff

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