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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$28.75 +0.35 (+1.23%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
518
Total
Institutional Inflows
(last 12 months)
$283.72M
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$82.56M
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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
7/12/2026 First Community Trust NA2,175$60K0.0%+400.0%0.000%
7/10/2026 Accel Wealth Management8,966$246K0.1%+395.1%0.002%
7/10/2026 Adirondack Capital Advisors LLC570,043$15.63M8.4%+418.0%0.114%
7/10/2026 JFS Wealth Advisors LLC13,239$363K0.0%+383.4%0.003%
7/10/2026 Sunesis Advisors LLC39,295$1.08M0.4%+400.0%0.008%
7/10/2026 Salvus Wealth Management LLC8,975$246K0.1%+400.0%0.002%
7/10/2026 FC Advisory LLC107,781$2.95M0.8%+405.7%0.022%
7/10/2026 KMG Fiduciary Partners LLC13,933$382K0.0%+412.2%0.003%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,094$770K0.1%+370.7%0.006%
7/10/2026 Sterling Investment Advisors LLC ADV11,861$325K0.1%+400.0%0.002%
7/9/2026 Financial Management Professionals Inc.1,250$34K0.0%+400.0%0.000%
7/9/2026 Shrier Wealth Management LLC96,107$2.63M0.9%+472.6%0.019%
7/9/2026 Shira Ridge Wealth Management12,444$341K0.1%+372.1%0.002%
7/9/2026 Focus Financial Network Inc.25,198$691K0.0%+407.8%0.005%
7/9/2026 Allied Private Wealth LLC3,150$88K0.1%N/A0.001%
7/9/2026 Everpar Advisors LLC31,690$869K0.2%+567.9%0.006%
7/9/2026 Chemistry Wealth Management LLC10,880$298K0.0%+400.0%0.002%
7/9/2026 Valeo Financial Advisors LLC122,830$3.37M0.1%+395.9%0.025%
7/8/2026 Gradient Investments LLC11,320$310K0.0%+400.0%0.002%
7/8/2026 Beacon Bank & Trust52,660$1.44M0.3%+373.8%0.011%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.6,085$167K0.1%+329.7%0.001%
7/8/2026 Baring Financial LLC19,582$537K0.3%+402.0%0.004%
7/8/2026 Beacon Investment Advisory Services Inc.12,835$352K0.0%+519.2%0.003%
7/8/2026 Shulman DeMeo Asset Management LLC163,436$4.48M0.8%+382.1%0.033%
7/8/2026 First Heartland Consultants Inc.42,143$1.16M0.1%+407.6%0.008%
7/8/2026 Teamwork Financial Advisors LLC39,336$1.08M0.1%+392.4%0.008%
7/8/2026 TrueWealth Advisors LLC16,860$462K0.1%+400.0%0.003%
7/8/2026 Cooper Financial Group73,773$2.02M0.2%+398.1%0.015%
7/8/2026 Apella Capital LLC18,960$533K0.0%+398.8%0.004%
7/8/2026 Chapin Davis Inc.27,430$752K0.1%+400.0%0.005%
7/7/2026 180 Wealth Advisors LLC54,616$1.50M0.2%+386.2%0.011%
7/7/2026 Paller Financial Services Inc230,773$6.33M4.7%+424.2%0.046%
7/7/2026 David J Yvars Group24,022$658K0.3%+385.6%0.005%
7/7/2026 Dynamic Advisor Solutions LLC13,871$380K0.0%+414.1%0.003%
7/7/2026 Inspirion Wealth Advisors LLC27,483$753K0.1%+382.4%0.006%
7/7/2026 Grant Private Wealth Management Inc11,145$305K0.1%N/A0.002%
7/7/2026 Harbor Investment Advisory LLC76,627$2.10M0.1%+387.1%0.015%
7/7/2026 CGN Advisors LLC22,080$605K0.0%+402.6%0.004%
7/7/2026 PPS&V Asset Management Consultants Inc.29,011$795K0.4%+400.0%0.006%
7/7/2026 CoreCap Advisors LLC56,087$1.54M0.0%+391.0%0.011%
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7/6/2026 RDA Financial Network69,838$1.91M0.4%+397.0%0.014%
7/2/2026 Collective Family Office LLC67,650$1.85M0.4%+390.6%0.014%
7/1/2026 Eastern Bank2,725$75K0.0%+400.0%0.001%
7/1/2026 Roxbury Financial LLC1,797$49K0.0%+402.0%0.000%
6/23/2026Ballast Advisors LLC662$90K0.0%N/A0.000%
6/12/2026S&A Financial Services Inc.13,022$1.77M1.2%N/A0.003%
6/10/2026FAS Wealth Partners Inc.89,719$12.18M0.8%-0.4%0.018%
6/3/2026NewEdge Advisors LLC37,099$5.04M0.0%+9.6%0.007%
5/27/2026 Security Financial Services INC.1,582$215K0.0%N/A0.000%
5/26/2026Glenmede Trust Co. NA104,505$14.18M0.1%+14.5%0.021%
5/22/2026Verus Capital Partners LLC2,312$314K0.0%-50.0%0.000%
5/21/2026Kensington Asset Management LLC23,739$3.22M0.2%+5.7%0.005%
5/20/2026 SOA Wealth Advisors LLC.11,503$1.56M0.2%-10.4%0.002%
5/19/2026Western Wealth Management LLC21,473$2.91M0.1%+5.6%0.004%
5/19/2026Bank of America Corp DE4,083,741$554.25M0.0%-9.6%0.825%
5/19/2026Edgestream Partners L.P.2,338$317K0.0%N/A0.000%
5/19/2026Centaurus Financial Inc.1,387$188K0.0%+37.1%0.000%
5/19/2026Ashton Thomas Securities LLC20,270$2.75M0.3%N/A0.004%
5/18/2026Sunbelt Securities Inc.42,841$5.81M0.4%+15.2%0.009%
5/18/2026Royal Bank of Canada1,282,003$173.99M0.0%+2.4%0.259%
5/18/2026Richwood Investment Advisors LLC18,190$2.47M1.9%+390.6%0.004%
5/18/2026Evercore Wealth Management LLC10,767$1.46M0.0%-25.9%0.002%
5/16/2026Glen Eagle Advisors LLC875$119K0.0%-64.6%0.000%
5/16/2026Quantinno Capital Management LP18,195$2.47M0.0%+64.9%0.004%
5/15/2026Gateway Wealth Partners LLC7,809$1.06M0.0%+152.6%0.002%
5/15/2026Waverly Advisors LLC161,458$21.91M0.2%-1.1%0.033%
5/14/2026Renaissance Technologies LLC6,400$869K0.0%-50.4%0.001%
5/14/2026Compound Planning Inc.4,765$647K0.0%+10.6%0.001%
5/14/2026Klingman & Associates LLC20,225$2.75M0.1%-2.0%0.004%
5/14/2026Lido Advisors LLC78,016$10.59M0.0%+0.5%0.016%
5/14/2026Forefront Analytics LLC68,087$9.24M8.4%-1.8%0.014%
5/13/2026Cetera Investment Advisers650,163$88.24M0.1%+20.2%0.131%
5/13/2026GSG Advisors LLC23,329$3.17M0.8%+2.0%0.005%
5/13/2026 Dynamic Wealth Strategies LLC448$61K0.0%N/A0.000%
5/13/2026NewEdge Wealth LLC2,675$363K0.0%-88.6%0.001%
5/7/2026Regimen Wealth LLC235,382$31.94M9.3%+2.9%0.048%
5/6/2026Quadrant Private Wealth Management LLC4,047$549K0.1%N/A0.001%
5/6/2026Bartlett & CO. Wealth Management LLC580$79K0.0%+400.0%0.000%
5/6/2026Cornerstone Planning Group LLC4,118$559K0.1%+447.6%0.001%
5/6/2026Assetmark Inc.35,482$4.82M0.0%+2,881.7%0.007%
5/6/2026Bauman Advisory Group LLC10,351$1.41M1.0%N/A0.002%
5/6/2026Bessemer Group Inc.26,831$3.64M0.0%+6.6%0.005%
5/6/2026Gerald Baker Financial Group LLC24,982$3.39M1.1%N/A0.005%
5/6/2026 Independent Financial Group LLC5,094$691K0.0%N/A0.001%
5/5/2026Gallagher Capital Advisors LLC28,988$3.93M2.4%N/A0.006%
5/5/2026Bank of New York Mellon Corp7,208$978K0.0%+19.9%0.001%
5/5/2026Collaborative Wealth Managment Inc.7,278$988K0.5%-21.4%0.001%
5/5/2026SouthState Bank Corp6,849$930K0.0%-10.5%0.001%
5/5/2026M3 Wealth Management LLC2,983$405K0.3%N/A0.001%
5/5/2026Sanctuary Advisors LLC58,458$7.93M0.0%+14.3%0.012%
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5/5/2026Sigma Planning Corp57,188$7.76M0.2%+0.7%0.012%
5/4/2026Calamos Wealth Management LLC18,211$2.47M0.1%+8.9%0.004%
5/4/2026Calamos Advisors LLC18,211$2.47M0.0%N/A0.004%
5/4/2026AMG National Trust Bank28,790$3.91M0.1%+37.4%0.006%
5/4/2026Retirement Planning Group LLC4,979$676K0.0%+111.6%0.001%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC34,675$4.71M3.8%+2.0%0.007%
5/4/2026 Citizens National Bank Trust Department3,454$469K0.1%+14.2%0.001%
5/4/2026Chicago Partners Investment Group LLC16,604$2.21M0.0%+3.4%0.003%
5/4/2026Uptick Partners LLC2,290$311K0.1%+33.4%0.000%
5/2/2026Anchor Investment Management LLC11,703$1.59M0.1%+15.5%0.012%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 864 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($554.25M), Morgan Stanley ($411.07M), LPL Financial LLC ($356.56M), Wells Fargo & Company MN ($188.08M), UBS Group AG ($177.68M), Royal Bank of Canada ($173.99M), and JPMorgan Chase & Co. ($148.46M).Learn more on iShares Core High Dividend ETF's institutional investors.

Of the 749 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: Auto Owners Insurance Co ($3.16M), OVERSEA CHINESE BANKING Corp Ltd ($1.66M), Wells Fargo & Company MN ($1.06M), Raymond James Financial Inc. ($1.05M), LPL Financial LLC ($739.19K), Strategic Financial Concepts LLC ($713.56K), and BNP Paribas Financial Markets ($648.21K).

Institutional investors have bought a total of 11,333,793 shares in the last 24 months. This purchase volume represents approximately $283.72M in transactions.

Of the 325 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: Bank of America Corp DE ($487.85K), Auto Owners Insurance Co ($264.46K), Northwestern Mutual Wealth Management Co. ($206.34K), Commonwealth Equity Services LLC ($194.18K), Thrivent Financial for Lutherans ($180.31K), Valeo Financial Advisors LLC ($157.35K), and CWM LLC ($117.88K).

Institutional investors have sold a total of 3,368,291 shares in the last 24 months. This volume of shares sold represents approximately $82.56M in transactions.


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This page (NYSEARCA:HDV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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