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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$115.09 +0.36 (+0.31%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$115.06 -0.03 (-0.03%)
As of 05/23/2025 07:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$1.35B
Number of
Institutional Sellers
(last 12 months)
369
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.3,455$418K0.0%-3.2%0.004%
5/20/2025 Focus Partners Wealth18,852$2.28M0.0%+47.8%0.020%
5/20/2025 Integrity Alliance LLC.7,059$855K0.0%N/A0.007%
5/20/2025 Anchor Investment Management LLC9,904$1.20M0.1%+2.0%0.010%
5/16/2025 Meiji Yasuda Life Insurance Co166,097$20.12M0.4%-94.5%0.174%
5/16/2025 Coppell Advisory Solutions LLC5,074$615K0.0%+866.5%0.005%
5/16/2025 Goldman Sachs Group Inc.103,679$12.56M0.0%+8.6%0.108%
5/16/2025 Jones Financial Companies Lllp117,152$14.01M0.0%-66.3%0.122%
5/16/2025 NewEdge Advisors LLC27,459$3.33M0.0%+3.4%0.029%
5/16/2025 Integrated Wealth Concepts LLC29,904$3.62M0.0%+43.0%0.031%
5/16/2025 Curi RMB Capital LLC1,750$212K0.0%N/A0.002%
5/16/2025 Alliancebernstein L.P.266,967$32.34M0.0%-11.6%0.279%
5/16/2025 AQR Capital Management LLC5,047$611K0.0%+6.1%0.005%
5/16/2025 Ancora Advisors LLC13,181$1.60M0.0%-2.3%0.014%
5/16/2025 Angeles Investment Advisors LLC164,000$19.86M1.1%N/A0.171%
5/16/2025 1 North Wealth Services LLC4,235$513K0.2%-48.0%0.004%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.133,114$16.12M2.5%-11.5%0.139%
5/15/2025 Federation des caisses Desjardins du Quebec9,954$1.21M0.0%+200.2%0.010%
5/15/2025 EP Wealth Advisors LLC13,270$1.61M0.0%-0.8%0.014%
5/15/2025 Flputnam Investment Management Co.3,734$452K0.0%-3.4%0.004%
5/15/2025 Royal Bank of Canada1,146,400$138.85M0.0%-7.0%1.198%
5/15/2025 Calton & Associates Inc.2,125$257K0.1%N/A0.002%
5/15/2025 Connecticut Wealth Management LLC29,807$3.61M0.2%-0.7%0.031%
5/15/2025 Baird Financial Group Inc.23,176$2.81M0.0%+13.8%0.024%
5/15/2025 Vermillion & White Wealth Management Group LLC530$64K0.0%-39.6%0.001%
5/15/2025 Mission Creek Capital Partners Inc.4,630$561K0.1%+12.4%0.005%
5/15/2025 Monterey Private Wealth Inc.1,948$236K0.1%-31.6%0.002%
5/14/2025 Note Advisors LLC2,534$307K0.3%-3.4%0.003%
5/14/2025 CreativeOne Wealth LLC2,494$302K0.0%+4.7%0.003%
5/14/2025 Piedmont Capital Management LLC333,398$40.38M27.2%N/A0.348%
5/14/2025 Quadcap Wealth Management LLC10,734$1.30M0.2%-4.6%0.011%
5/14/2025 WCG Wealth Advisors LLC22,017$2.67M0.2%-1.3%0.023%
5/14/2025 South Plains Financial Inc.2,545$308K0.2%+3.7%0.003%
5/14/2025 Evergreen Wealth Solutions LLC2,372$287K0.2%+13.6%0.002%
5/14/2025 Comerica Bank168,407$20.40M0.1%-9.0%0.176%
5/14/2025 Synovus Financial Corp12,932$1.57M0.0%-4.8%0.014%
5/14/2025 AIMZ Investment Advisors LLC1,770$214K0.1%N/A0.002%
5/14/2025 Smartleaf Asset Management LLC656$78K0.0%+185.2%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.169,611$20.54M0.0%+22.9%0.177%
5/14/2025 Phoenix Wealth Advisors27,402$3.32M1.4%+327.5%0.029%
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5/14/2025 Sax Wealth Advisors LLC6,591$798K0.1%+2.4%0.007%
5/14/2025 Kestra Advisory Services LLC144,027$17.45M0.1%-3.6%0.150%
5/14/2025 Compound Planning Inc.4,293$520K0.0%+10.2%0.004%
5/14/2025 Ameriprise Financial Inc.628,353$76.12M0.0%+16.1%0.657%
5/14/2025 CW Advisors LLC6,067$735K0.0%N/A0.006%
5/14/2025 GDS Wealth Management3,536$428K0.0%-25.6%0.004%
5/14/2025 Capital Analysts LLC3,538$429K0.0%+3.4%0.004%
5/14/2025 Level Four Advisory Services LLC55,055$6.67M0.3%-1.0%0.058%
5/14/2025 Forefront Analytics LLC43,108$5.22M6.0%+25.2%0.045%
5/14/2025 GSG Advisors LLC22,762$2.57M0.8%+4.6%0.024%
5/14/2025 RWA Wealth Partners LLC1,666$202K0.0%N/A0.002%
5/13/2025 Cascade Financial Partners LLC1,780$216K0.0%-21.9%0.002%
5/13/2025 Steward Partners Investment Advisory LLC279,716$33.88M0.3%+3.1%0.292%
5/13/2025 Intrepid Financial Planning Group LLC13,038$1.58M0.7%+31.4%0.014%
5/13/2025 Raymond James Financial Inc.981,453$118.87M0.0%+5.4%1.026%
5/13/2025 Cowa LLC54,386$6.59M2.8%+1.3%0.057%
5/13/2025 Nations Financial Group Inc. IA ADV18,103$2.19M0.2%+0.8%0.019%
5/13/2025 Tacita Capital Inc6,355$770K0.6%-6.9%0.007%
5/13/2025 Horizon Investments LLC1,560$189K0.0%-33.1%0.002%
5/13/2025 Vestmark Advisory Solutions Inc.2,978$361K0.0%-67.9%0.003%
5/13/2025 Klingman & Associates LLC20,711$2.51M0.2%-0.5%0.022%
5/13/2025 Prudential PLC225,400$27.30M0.1%N/A0.236%
5/13/2025 HighTower Advisors LLC129,321$15.66M0.0%-1.3%0.135%
5/12/2025 Kohmann Bosshard Financial Services LLC153,364$18.58M2.2%+4.3%0.160%
5/12/2025 Financial Engines Advisors L.L.C.1,765$214K0.0%N/A0.002%
5/12/2025 Houlihan Financial Resource Group Ltd.38,438$4.66M2.1%-3.7%0.040%
5/12/2025 Operose Advisors LLC6,765$819K0.3%+41.4%0.007%
5/12/2025 Cove Private Wealth LLC3,451$418K0.2%+12.7%0.004%
5/12/2025 Cobblestone Capital Advisors LLC NY8,530$1.03M0.1%-4.9%0.009%
5/12/2025 Cooper Financial Group24,457$2.96M0.4%-11.8%0.026%
5/12/2025 King Luther Capital Management Corp16,158$1.96M0.0%-1.2%0.017%
5/12/2025 Townsquare Capital LLC22,769$2.76M0.0%+2.0%0.024%
5/12/2025 Zions Bancorporation National Association UT2,615$317K0.0%N/A0.003%
5/12/2025 National Bank of Canada FI23,514$2.85M0.0%-1.1%0.024%
5/12/2025 Beam Wealth Advisors Inc.45,845$5.55M1.9%-8.0%0.048%
5/12/2025 AlphaCore Capital LLC985$119K0.0%N/A0.001%
5/12/2025 Cresta Advisors Ltd.8,282$1.00M0.5%+17.2%0.009%
5/9/2025 Headlands Technologies LLC383$46K0.0%N/A0.000%
5/9/2025 Chicago Partners Investment Group LLC19,496$2.25M0.1%+493.3%0.020%
5/9/2025 Citizens Financial Group Inc. RI64,669$7.83M0.2%+0.1%0.067%
5/9/2025 Wharton Business Group LLC170,827$20.69M0.9%-0.4%0.178%
5/9/2025 WealthShield Partners LLC6,532$791K0.1%+100.2%0.007%
5/9/2025 Wealthspire Advisors LLC89,910$10.89M0.1%+6.1%0.093%
5/9/2025 McClarren Financial Advisors Inc.340$41K0.0%-59.0%0.000%
5/9/2025 Atria Wealth Solutions Inc.90,813$11.00M0.1%+15.6%0.094%
5/9/2025 Farrow Financial Inc.38,822$4.70M3.2%+1.4%0.040%
5/9/2025 Commonwealth Equity Services LLC791,445$95.86M0.1%+5.2%0.823%
5/9/2025 Smithfield Trust Co65,926$7.99M0.4%-4.8%0.069%
5/9/2025 Blair William & Co. IL37,974$4.60M0.0%-1.8%0.039%
5/9/2025 Scotia Capital Inc.20,979$2.54M0.0%+4.3%0.022%
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5/9/2025 Cheviot Value Management LLC929$107K0.0%N/A0.001%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd13,800$1.67M0.0%-9.5%0.014%
5/9/2025 PNC Financial Services Group Inc.56,515$6.85M0.0%-1.8%0.059%
5/8/2025 IFG Advisory LLC29,785$3.61M0.2%+1.7%0.031%
5/8/2025 TIAA Trust National Association3,198$387K0.0%+38.6%0.003%
5/8/2025 Strategic Family Wealth Counselors L.L.C.34,735$4.21M1.4%+1.1%0.036%
5/8/2025 Helium Advisors LLC5,294$641K0.5%-2.4%0.006%
5/8/2025 Pettyjohn Wood & White Inc.10,351$1.25M0.2%-7.4%0.011%
5/8/2025Jefferies Financial Group Inc.32,832$3.98M0.0%-3.5%0.034%
5/8/2025 US Bancorp DE11,824$1.43M0.0%-3.0%0.012%
(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 HDV's institutional investors.

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

Of the 674 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: 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 21,286,622 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

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

Of the 521 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. ($3.20M), Meiji Yasuda Life Insurance Co ($2.84M), Truist Financial Corp ($1.74M), Cowa LLC ($1.50M), Houlihan Financial Resource Group Ltd. ($1.12M), Federated Hermes Inc. ($460.70K), and Orion Portfolio Solutions LLC ($446.28K).

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

Institutional investors have sold a total of 20,246,528 shares in the last 24 months. This volume of shares sold represents approximately $2.19B in transactions.


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This page (NYSEARCA:HDV) was last updated on 5/24/2025 by MarketBeat.com Staff
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