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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$121.41 -0.35 (-0.29%)
Closing price 10/9/2025 04:10 PM Eastern
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$121.26 -0.15 (-0.12%)
As of 06:56 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)
521
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.25B
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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
10/9/2025CGN Advisors LLC4,478$548K0.0%-5.0%0.005%
10/9/2025Sowa Financial Group Inc.22,663$2.78M1.6%-0.8%0.024%
10/9/2025Dynamic Advisor Solutions LLC3,025$370K0.0%-4.4%0.003%
10/9/2025Embree Financial Group34,656$4.24M0.6%-9.2%0.036%
10/8/2025 Genesis Private Wealth LLC10,270$1.26M0.5%+26.8%0.011%
10/8/2025 Teamwork Financial Advisors LLC8,629$1.06M0.1%-10.3%0.009%
10/8/2025 Fiduciary Alliance LLC1,822$223K0.0%-7.1%0.002%
10/8/2025 Keystone Financial Planning Inc.29,604$3.63M1.1%-1.8%0.031%
10/8/2025 Beacon Financial Group2,249$275K0.0%-4.8%0.002%
10/7/2025 Cooper Financial Group17,911$2.19M0.2%-13.5%0.019%
10/7/2025 Lbmc Investment Advisors LLC455,280$55.75M3.6%-0.7%0.478%
10/7/2025 Quintet Private Bank Europe S.A.2,450$300K0.0%N/A0.003%
10/6/2025 Collective Family Office LLC12,969$1.59M0.4%-1.7%0.014%
10/6/2025 Heartwood Wealth Advisors LLC444$54K0.0%N/A0.000%
10/6/2025 Inspirion Wealth Advisors LLC6,347$747K0.1%+8.6%0.007%
10/6/2025 Baring Financial LLC4,619$566K0.4%-12.0%0.005%
10/3/2025 Jackson Wealth Management LLC27,944$3.42M0.3%+4.8%0.029%
9/30/2025Rydar Equities Inc.1,869$219K0.2%N/A0.002%
9/26/2025Corient Private Wealth LLC15,937$1.87M0.0%-61.7%0.017%
9/22/2025Caldwell Trust Co7,889$924K0.1%N/A0.008%
9/19/2025Watts Gwilliam & Co. LLC1,755$214K0.0%N/A0.002%
9/19/2025Base Wealth Management LLC73,338$8.59M5.5%+8.3%0.078%
9/12/2025Valeo Financial Advisors LLC26,945$3.16M0.1%-85.2%0.029%
9/4/2025Osaic Holdings Inc.332,253$38.95M0.1%-2.4%0.355%
8/28/2025Midwestern Financial LLC IA2,962$347K0.3%N/A0.003%
8/27/2025Orion Porfolio Solutions LLC89,882$10.53M0.1%-3.2%0.096%
8/26/2025Thrivent Financial for Lutherans8,673$1.02M0.0%-95.4%0.009%
8/25/2025Silverlake Wealth Management LLC4,160$487K0.1%N/A0.004%
8/20/2025Coppell Advisory Solutions LLC3,708$433K0.1%-26.9%0.004%
8/19/2025B. Riley Wealth Advisors Inc.4,921$577K0.0%N/A0.005%
8/19/2025Newbridge Financial Services Group Inc.3,993$468K0.1%+1,550.0%0.004%
8/19/2025Advisory Services Network LLC141,620$16.75M0.3%+18.4%0.151%
8/19/2025Anchor Investment Management LLC10,377$1.22M0.1%+4.8%0.011%
8/19/2025Asset Dedication LLC695$81K0.0%+4,533.3%0.001%
8/19/2025Hohimer Wealth Management LLC8,139$954K0.2%-1.7%0.009%
8/18/2025Tyler Stone Wealth Management3,590$421K0.1%+20.2%0.004%
8/18/2025Geneos Wealth Management Inc.3,624$425K0.0%+4.9%0.004%
8/15/2025Tower Research Capital LLC TRC 14,141$1.66M0.0%+282,720.0%0.015%
8/15/2025Rakuten Securities Inc.216$25K0.0%+101.9%0.000%
8/15/2025Corient Private Wealth LLC15,937$1.87M0.0%-61.7%0.017%
8/15/2025Equitable Holdings Inc.36,190$4.24M0.0%+2.1%0.039%
8/15/2025Northeast Financial Consultants Inc28,556$3.35M0.1%-0.6%0.031%
8/15/2025Captrust Financial Advisors91,856$10.76M0.0%-0.6%0.098%
8/15/2025Visionary Wealth Advisors2,414$283K0.0%+16.3%0.003%
8/15/2025Two Sigma Securities LLC9,798$1.15M0.1%N/A0.010%
8/15/2025Talisman Wealth Advisors LLC9,502$1.11M1.0%+20.1%0.010%
8/15/2025Smartleaf Asset Management LLC9,195$1.07M0.1%+1,301.7%0.010%
8/15/2025Snowden Capital Advisors LLC11,738$1.38M0.0%+1.7%0.013%
8/15/2025Oxford Financial Group LTD. LLC835$98K0.0%-45.6%0.001%
8/15/2025Orion Porfolio Solutions LLC20,819$2.44M0.0%-77.6%0.022%
8/15/2025MML Investors Services LLC327,360$38.36M0.1%+7.8%0.350%
8/15/2025Mission Creek Capital Partners Inc.4,482$525K0.1%-3.2%0.005%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.85,364$10.00M1.7%-35.9%0.091%
8/15/2025Houlihan Financial Resource Group Ltd.38,069$4.48M1.9%-1.0%0.041%
8/15/2025IHT Wealth Management LLC33,389$3.91M0.1%-3.5%0.036%
8/15/2025Gallagher Fiduciary Advisors LLC76,477$8.96M0.0%-0.3%0.082%
8/15/2025EP Wealth Advisors LLC13,094$1.53M0.0%-1.3%0.014%
8/15/2025Curi Capital LLC7,996$937K0.0%+356.9%0.009%
8/15/2025BNP Paribas Financial Markets947$111K0.0%-90.3%0.001%
8/15/2025BTG Pactual Asset Management US LLC2,122$249K0.0%-36.4%0.002%
8/15/2025Bank of America Corp DE4,501,871$527.48M0.0%+3.6%4.815%
8/15/2025Ameriprise Financial Inc.637,677$74.61M0.0%+1.5%0.682%
8/14/2025Raymond James Financial Inc.918,491$107.62M0.0%-6.4%0.981%
8/14/2025Diversify Wealth Management LLC2,291$276K0.0%N/A0.002%
8/14/2025Diversify Advisory Services LLC3,390$408K0.0%N/A0.004%
8/14/2025Alliancebernstein L.P.256,129$30.01M0.0%-4.1%0.273%
8/14/2025Kitching Partners LLC1,991$233K0.2%-26.3%0.002%
8/14/2025Operose Advisors LLC9,215$1.08M0.3%+36.2%0.010%
8/14/2025FAS Wealth Partners Inc.83,849$9.83M0.7%+0.5%0.090%
8/14/2025Frisch Financial Group Inc.20,837$2.44M0.6%-19.0%0.022%
8/14/2025NewEdge Advisors LLC30,413$3.56M0.0%+10.8%0.032%
8/14/2025Qube Research & Technologies Ltd42,999$5.04M0.0%-31.4%0.046%
8/14/2025Vertex Planning Partners LLC2,598$304K0.1%-3.2%0.003%
8/14/2025Cary Street Partners Financial LLC2,278$267K0.0%N/A0.002%
8/14/2025Cerity Partners LLC34,764$4.07M0.0%-40.1%0.037%
8/14/2025Federated Hermes Inc.14,560$1.71M0.0%-5.5%0.016%
8/13/2025Per Stirling Capital Management LLC.12,213$1.43M0.2%-7.4%0.013%
8/13/2025Shepherd Financial Partners LLC2,408$282K0.0%N/A0.003%
8/13/2025StoneX Group Inc.42,195$4.94M0.2%-1.7%0.045%
8/13/2025Cresset Asset Management LLC15,925$1.87M0.0%-1.7%0.017%
8/13/2025Strategic Family Wealth Counselors L.L.C.36,302$4.25M1.2%+4.5%0.039%
8/13/2025Capital Advisors Wealth Management LLC104,075$12.19M1.9%+781.8%0.111%
8/13/2025Brown Advisory Inc.8,957$1.05M0.0%-2.2%0.010%
8/13/2025Baird Financial Group Inc.25,693$3.01M0.0%+10.9%0.027%
8/13/2025CW Advisors LLC12,760$1.50M0.0%+110.3%0.014%
8/13/2025WCG Wealth Advisors LLC21,224$2.49M0.2%-3.6%0.023%
8/13/2025Beacon Pointe Advisors LLC5,382$631K0.0%+3.9%0.006%
8/13/2025Wellspring Financial Advisors LLC11,905$1.40M0.0%+2.9%0.013%
8/13/2025M&T Bank Corp742,387$86.99M0.3%+1.8%0.793%
8/13/2025Smith Moore & CO.2,720$319K0.0%-19.6%0.003%
8/13/2025VestGen Advisors LLC8,697$1.04M0.0%-1.1%0.009%
8/13/2025Bernardo Wealth Planning LLC20,115$2.36M0.5%-1.1%0.021%
8/13/2025Lido Advisors LLC76,453$8.96M0.0%+3.0%0.082%
8/13/2025Scotia Capital Inc.21,918$2.57M0.0%+4.5%0.023%
8/13/2025Northwestern Mutual Wealth Management Co.236,618$27.72M0.0%+39.5%0.253%
8/13/2025Choreo LLC16,674$1.95M0.0%-7.5%0.018%
8/12/2025J.W. Cole Advisors Inc.33,467$3.92M0.1%+24.5%0.036%
8/12/2025Financial Advocates Investment Management4,053$475K0.0%-69.3%0.004%
8/12/2025Laurel Wealth Advisors LLC27,418$3.21M0.0%+11,617.1%0.029%
8/12/2025Steward Partners Investment Advisory LLC287,213$33.65M0.3%+2.7%0.307%
(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, 840 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($527.48M), Morgan Stanley ($302.98M), LPL Financial LLC ($300.57M), Wells Fargo & Company MN ($233.68M), UBS Group AG ($165.79M), JPMorgan Chase & Co. ($141.03M), and Royal Bank of Canada ($138.85M).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 683 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), Raymond James Financial Inc. ($981.45K), Strategic Financial Concepts LLC ($716.93K), Federated Hermes Inc. ($684.54K), and LPL Financial LLC ($627.34K).

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

Institutional investors have bought a total of 11,709,262 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 383 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. ($2.79M), Orion Portfolio Solutions LLC ($383.50K), Federated Hermes Inc. ($314.06K), Valeo Financial Advisors LLC ($312.90K), International Assets Investment Management LLC ($280.07K), and Auto Owners Insurance Co ($264.46K).

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

Institutional investors have sold a total of 10,781,273 shares in the last 24 months. This volume of shares sold represents approximately $1.25B in transactions.


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This page (NYSEARCA:HDV) was last updated on 10/10/2025 by MarketBeat.com Staff
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