Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free HDV Stock Alerts

iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$29.27 +0.01 (+0.03%)
As of 10:58 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
478
Total
Institutional Inflows
(last 12 months)
$271.84M
Number of
Institutional Sellers
(last 12 months)
282
Total
Institutional Outflows
(last 12 months)
$65.77M
Get HDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core High Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HDV Institutional Buying and Selling by Quarter

iShares Core High Dividend ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC21,981$603K0.1%N/A0.004%
8/7/2026 Trust Co. of Vermont16,135$442K0.0%N/A0.003%
8/3/2026 Beacon Bank & Trust52,660$1.44M0.2%+373.8%0.010%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
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%
6/23/2026 Ballast Advisors LLC662$90K0.0%N/A0.000%
6/12/2026 S&A Financial Services Inc.13,022$1.77M1.2%N/A0.003%
6/10/2026 FAS Wealth Partners Inc.89,719$12.18M0.8%-0.4%0.018%
6/3/2026 NewEdge Advisors LLC37,099$5.04M0.0%+9.6%0.007%
5/27/2026 Security Financial Services INC.1,582$215K0.0%N/A0.000%
5/26/2026 Glenmede Trust Co. NA104,505$14.18M0.1%+14.5%0.021%
5/22/2026 Verus Capital Partners LLC2,312$314K0.0%-50.0%0.000%
5/21/2026 Kensington 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%
5/19/2026 Edgestream Partners L.P.2,338$317K0.0%N/A0.000%
5/19/2026Centaurus Financial Inc.1,387$188K0.0%+37.1%0.000%
5/19/2026 Ashton 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%
5/18/2026 Richwood 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%
5/15/2026 Gateway 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%
5/14/2026 Compound Planning Inc.4,765$647K0.0%+10.6%0.001%
5/14/2026 Klingman & Associates LLC20,225$2.75M0.1%-2.0%0.004%
5/14/2026 Lido Advisors LLC78,016$10.59M0.0%+0.5%0.016%
5/14/2026Forefront Analytics LLC68,087$9.24M8.4%-1.8%0.014%
5/13/2026 Cetera 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%
5/13/2026 NewEdge Wealth LLC2,675$363K0.0%-88.6%0.001%
5/7/2026 Regimen Wealth LLC235,382$31.94M9.3%+2.9%0.048%
5/6/2026 Quadrant Private Wealth Management LLC4,047$549K0.1%N/A0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC580$79K0.0%+400.0%0.000%
5/6/2026 Cornerstone Planning Group LLC4,118$559K0.1%+447.6%0.001%
5/6/2026 Assetmark Inc.35,482$4.82M0.0%+2,881.7%0.007%
5/6/2026 Bauman Advisory Group LLC10,351$1.41M1.0%N/A0.002%
5/6/2026 Bessemer Group Inc.26,831$3.64M0.0%+6.6%0.005%
5/6/2026 Gerald Baker Financial Group LLC24,982$3.39M1.1%N/A0.005%
5/6/2026 Independent Financial Group LLC5,094$691K0.0%N/A0.001%
5/5/2026 Gallagher Capital Advisors LLC28,988$3.93M2.4%N/A0.006%
5/5/2026 Bank of New York Mellon Corp7,208$978K0.0%+19.9%0.001%
5/5/2026 Collaborative Wealth Managment Inc.7,278$988K0.5%-21.4%0.001%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
5/5/2026 SouthState Bank Corp6,849$930K0.0%-10.5%0.001%
5/5/2026 M3 Wealth Management LLC2,983$405K0.3%N/A0.001%
5/5/2026Sanctuary Advisors LLC58,458$7.93M0.0%+14.3%0.012%
5/5/2026 Sigma Planning Corp57,188$7.76M0.2%+0.7%0.012%
5/4/2026 Calamos Wealth Management LLC18,211$2.47M0.1%+8.9%0.004%
5/4/2026 Calamos Advisors LLC18,211$2.47M0.0%N/A0.004%
5/4/2026 AMG National Trust Bank28,790$3.91M0.1%+37.4%0.006%
5/4/2026 Retirement 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%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 849 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 735 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), BNP Paribas Financial Markets ($648.21K), LPL Financial LLC ($626.41K), and Adirondack Capital Advisors LLC ($564.85K).

Institutional investors have bought a total of 10,813,062 shares in the last 24 months. This purchase volume represents approximately $271.84M in transactions.

Of the 277 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), 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), CWM LLC ($117.88K), and Capital Advisors Wealth Management LLC ($79.06K).

Institutional investors have sold a total of 2,651,972 shares in the last 24 months. This volume of shares sold represents approximately $65.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HDV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel