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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$115.57 +1.13 (+0.99%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$116.26 +0.70 (+0.60%)
As of 05/2/2025 07:26 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.

Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
474
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
350
Total
Institutional Outflows
(last 12 months)
$730.28M
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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
5/2/2025Patton Albertson Miller Group LLC7,135$864K0.1%-19.8%0.007%
5/2/2025Kingsview Wealth Management LLC13,693$1.66M0.0%-9.6%0.014%
5/2/2025Concord Wealth Partners14,137$1.71M0.3%+7.2%0.015%
5/2/2025Mayflower Financial Advisors LLC25,029$3.03M0.5%+0.7%0.026%
5/2/2025Summit X LLC19,270$2.33M0.5%-6.2%0.020%
5/2/2025Cullen Frost Bankers Inc.262$32K0.0%+344.1%0.000%
5/2/2025Tectonic Advisors LLC5,147$623K0.0%-3.1%0.005%
5/2/2025OVERSEA CHINESE BANKING Corp Ltd1,671,456$202.45M1.0%+10,865.4%1.737%
5/2/2025SBI Securities Co. Ltd.243,713$29.52M1.0%+4.1%0.253%
5/2/2025Apollon Financial LLC7,310$885K0.2%-6.4%0.008%
5/2/2025Apollon Wealth Management LLC2,230$270K0.0%-13.3%0.002%
5/2/2025Bogart Wealth LLC6,720$814K0.0%-57.0%0.007%
5/2/2025Sigma Planning Corp58,785$7.12M0.2%-0.4%0.061%
5/1/2025 Florida Financial Advisors LLC4,312$522K0.2%N/A0.004%
5/1/2025 Securian Asset Management Inc.827,802$100.26M3.0%-2.0%0.861%
5/1/2025 Kerntke Otto McGlone Wealth Management Group26,307$3.19M2.8%-5.6%0.027%
5/1/2025 ADG Wealth Management Group LLC7,767$941K0.9%N/A0.008%
5/1/2025 CWM LLC75,774$9.18M0.0%+6.3%0.079%
5/1/2025 Stephens Inc. AR20,431$2.48M0.0%+1.2%0.021%
5/1/2025 Realta Investment Advisors2,014$244K0.1%+9.2%0.002%
5/1/2025 Lane & Associates LLC19,289$2.34M1.3%+1.2%0.020%
5/1/2025 Fifth Third Securities Inc.15,205$1.84M0.2%-8.9%0.016%
5/1/2025 Gateway Wealth Partners LLC3,704$449K0.1%-7.8%0.004%
4/30/2025 MJP Associates Inc. ADV50,800$6.15M1.1%+0.8%0.053%
4/30/2025 Cerity Partners LLC58,067$7.03M0.0%+4.1%0.060%
4/30/2025 Round Rock Advisors LLC2,228$270K0.1%N/A0.002%
4/30/2025 Allworth Financial LP31,599$3.60M0.0%+80.8%0.033%
4/30/2025 Alpha Financial Partners LLC4,327$524K0.4%-18.1%0.004%
4/30/2025 Moloney Securities Asset Management LLC16,288$1.97M0.3%-0.5%0.017%
4/30/2025 Axxcess Wealth Management LLC5,095$617K0.0%-15.4%0.005%
4/30/2025 Rehmann Capital Advisory Group15,355$1.86M0.1%+1.2%0.016%
4/30/2025 Cornerstone Planning Group LLC759$86K0.0%+102.9%0.001%
4/30/2025 Principal Securities Inc.28,660$3.22M0.1%+1.2%0.030%
4/30/2025 Valeo Financial Advisors LLC181,951$22.04M0.5%-1.6%0.189%
4/30/2025 M&T Bank Corp729,416$88.35M0.3%+1.0%0.758%
4/30/2025 Stratos Wealth Partners LTD.17,383$2.11M0.0%-3.3%0.018%
4/30/2025 Stratos Wealth Advisors LLC4,029$488K0.0%-2.4%0.004%
4/30/2025 NTV Asset Management LLC88,325$10.70M1.4%-0.5%0.092%
4/30/2025 Sigma Investment Counselors Inc.2,547$308K0.0%-17.8%0.003%
4/30/2025 Brown Advisory Inc.9,162$1.11M0.0%+15.3%0.010%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

4/30/2025 Crossmark Global Holdings Inc.3,778$458K0.0%N/A0.004%
4/30/2025 Synergy Investment Management LLC591$72K0.0%+26.8%0.001%
4/29/2025 Financial Counselors Inc.6,057$734K0.0%-13.4%0.006%
4/29/2025 Apex Wealth Management LLC16,212$1.96M1.8%+0.7%0.017%
4/29/2025 Envestnet Asset Management Inc.749,401$90.77M0.0%+7.4%0.779%
4/29/2025 Jackson Wealth Management LLC26,328$3.19M0.4%+0.6%0.027%
4/29/2025 Burke & Herbert Bank & Trust Co.32,086$3.89M0.9%-1.0%0.033%
4/29/2025 Concurrent Investment Advisors LLC5,461$661K0.0%+6.3%0.006%
4/29/2025 VAUGHAN & Co SECURITIES INC.161,282$19.53M12.1%+1.9%0.168%
4/29/2025 Simmons Bank205,958$24.95M1.9%+0.3%0.214%
4/29/2025 Bank of New York Mellon Corp25,778$3.12M0.0%-8.6%0.027%
4/29/2025 World Investment Advisors26,139$3.17M0.1%-7.3%0.027%
4/29/2025 Truist Financial Corp621,839$75.32M0.1%+4.4%0.646%
4/29/2025 Capital Investment Advisory Services LLC970$117K0.0%+134.3%0.001%
4/29/2025 Columbia River Financial Group LLC108,743$13.17M8.8%+3.3%0.113%
4/29/2025 Element Wealth LLC7,102$860K0.5%-13.6%0.007%
4/29/2025 Strategic Blueprint LLC2,208$267K0.0%N/A0.002%
4/29/2025 Huntleigh Advisors Inc.2,342$284K0.1%N/A0.002%
4/29/2025 Calamos Wealth Management LLC66,551$8.06M0.4%+1,188.7%0.069%
4/29/2025 Onyx Bridge Wealth Group LLC16,205$1.96M0.3%-0.6%0.017%
4/28/2025 D.A. Davidson & CO.27,688$3.35M0.0%+6.0%0.029%
4/28/2025 Mutual Advisors LLC14,934$1.70M0.0%+6.3%0.016%
4/28/2025 Straight Path Wealth Management8,880$1.08M0.4%-5.6%0.009%
4/28/2025 Global Strategic Investment Solutions LLC96,565$11.70M1.4%+0.5%0.100%
4/28/2025 First Horizon Advisors Inc.1,620$196K0.0%-10.4%0.002%
4/28/2025 Strategic Financial Concepts LLC5,808$703K0.1%-56.5%0.006%
4/28/2025 Novem Group1,991$241K0.0%-4.2%0.002%
4/28/2025 Fiduciary Group LLC17,397$2.11M0.2%+13.2%0.018%
4/28/2025 DAVENPORT & Co LLC155,318$18.81M0.1%-29.0%0.161%
4/25/2025 Hixon Zuercher LLC3,814$462K0.2%-4.4%0.004%
4/25/2025 Smith Salley Wealth Management2,476$300K0.0%N/A0.003%
4/25/2025 Morton Brown Family Wealth LLC23,453$2.84M1.0%-0.6%0.024%
4/25/2025 Townsend & Associates Inc373,146$41.58M4.3%+0.7%0.388%
4/25/2025 Westside Investment Management Inc.419$51K0.0%+41.1%0.000%
4/25/2025 Valley National Advisers Inc.2,977$359K0.1%+31.9%0.003%
4/25/2025 Ameritas Advisory Services LLC5,051$580K0.0%+9.7%0.005%
4/25/2025 Albion Financial Group UT5,875$712K0.1%-2.8%0.006%
4/25/2025 Wealthstar Advisors LLC6,924$839K0.4%+125.5%0.007%
4/25/2025 Capital Advisors Wealth Management LLC11,802$1.43M0.3%+201.4%0.012%
4/25/2025 CFM Wealth Partners LLC2,953$358K0.1%+4.1%0.003%
4/25/2025 Little House Capital LLC3,100$375K0.1%N/A0.003%
4/24/2025 Cornerstone Advisors Asset Management LLC13,218$1.60M0.3%+9.9%0.014%
4/24/2025 Jaffetilchin Investment Partners LLC14,731$1.78M0.1%-6.8%0.015%
4/24/2025 Wolff Financial Management LLC32,617$3.95M1.1%-1.5%0.034%
4/24/2025 Trust Co. of Vermont1,883$228K0.0%-10.6%0.002%
4/24/2025 Beacon Financial Advisory LLC1,781$216K0.1%N/A0.002%
4/24/2025 PDS Planning Inc1,678$203K0.0%N/A0.002%
4/23/2025 Penobscot Investment Management Company Inc.2,950$357K0.0%-6.7%0.003%
4/23/2025 Sequoia Financial Advisors LLC3,707$449K0.0%-24.8%0.004%
4/23/2025 Tyche Wealth Partners LLC2,040$247K0.1%+12.6%0.002%
Elon’s Terrifying Warning Forces Trump To Take Action (Ad)

Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of collapse and built two of the most valuable companies in history. Now, he's sounding the alarm about America's $36 trillion debt time bomb that could destroy the fabric of our society.As head of the Department of Government Efficiency (DOGE) under President Trump, Musk is exposing just how bad things are...

4/23/2025 Live Oak Investment Partners3,155$382K0.3%+13.5%0.003%
4/23/2025 HBK Sorce Advisory LLC2,636$319K0.0%+10.7%0.003%
4/23/2025 Golden State Wealth Management LLC2,789$338K0.0%+97.0%0.003%
4/23/2025 Independent Solutions Wealth Management LLC28,791$3.49M0.8%-2.7%0.030%
4/23/2025 Gray Private Wealth LLC47,428$5.74M3.5%+4.0%0.049%
4/23/2025 Daymark Wealth Partners LLC4,490$544K0.0%-15.0%0.005%
4/23/2025 International Assets Investment Management LLC1,808$219K0.0%-24.1%0.002%
4/23/2025 PBMares Wealth Management LLC1,900$230K0.0%-10.4%0.002%
4/23/2025 Sunesis Advisors LLC8,118$983K0.5%-3.2%0.008%
4/23/2025 Embree Financial Group38,926$4.72M0.8%-4.6%0.040%
(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, 824 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 ($526.72M), Meiji Yasuda Life Insurance Co ($331.53M), Morgan Stanley ($302.98M), LPL Financial LLC ($267.13M), and Wells Fargo & Company MN ($233.68M).Learn more on HDV's institutional investors.

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

Of the 661 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), Cowa LLC ($1.48M), Houlihan Financial Resource Group Ltd. ($1.12M), Raymond James Financial Inc. ($931.56K), and Strategic Financial Concepts LLC ($717.25K).

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

Institutional investors have bought a total of 21,768,339 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

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

Of the 519 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. ($6.44M), Truist Financial Corp ($3.74M), Cowa LLC ($1.50M), Houlihan Financial Resource Group Ltd. ($1.12M), UBS Group AG ($861.41K), Federated Hermes Inc. ($697.54K), and Calamos Wealth Management LLC ($495.29K).

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

Institutional investors have sold a total of 25,365,250 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.



This page (NYSEARCA:HDV) was last updated on 5/3/2025 by MarketBeat.com Staff
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