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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$27.87 0.00 (0.00%)
As of 06/12/2026 04:10 PM 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)
$243.99M
Number of
Institutional Sellers
(last 12 months)
351
Total
Institutional Outflows
(last 12 months)
$89.42M
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Skip Chart & View Institutional Buying and Selling Data

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
6/12/2026S&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%
5/19/2026 Western Wealth Management LLC21,473$2.91M0.1%+5.6%0.004%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.1,387$188K0.0%+37.1%0.000%
5/19/2026 Ashton Thomas Securities LLC20,270$2.75M0.3%N/A0.004%
5/18/2026 Sunbelt Securities Inc.42,841$5.81M0.4%+15.2%0.009%
5/18/2026 Royal 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%
5/18/2026 Evercore Wealth Management LLC10,767$1.46M0.0%-25.9%0.002%
5/16/2026 Glen Eagle Advisors LLC875$119K0.0%-64.6%0.000%
5/16/2026 Quantinno 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%
5/15/2026 Waverly Advisors LLC161,458$21.91M0.2%-1.1%0.033%
5/14/2026 Renaissance 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%
5/14/2026 Forefront Analytics LLC68,087$9.24M8.4%-1.8%0.014%
5/13/2026 Cetera Investment Advisers650,163$88.24M0.1%+20.2%0.131%
5/13/2026 GSG 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%
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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%
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%
5/5/2026 Sanctuary 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%
5/4/2026 Chicago Partners Investment Group LLC16,604$2.21M0.0%+3.4%0.003%
5/4/2026 Uptick Partners LLC2,290$311K0.1%+33.4%0.000%
5/2/2026 Anchor Investment Management LLC11,703$1.59M0.1%+15.5%0.012%
5/2/2026 Diversify Wealth Management LLC116,175$15.77M0.3%+758.6%0.117%
5/2/2026 Valmark Advisers Inc.18,821$2.55M0.0%-6.0%0.019%
5/1/2026 Capital Squared Financial LLC18,945$2.57M2.0%+9.7%0.019%
5/1/2026 Citizens Financial Group Inc. RI52,411$7.11M0.1%-15.4%0.053%
5/1/2026 Fifth Third Bancorp167,959$22.80M0.0%+5,060.0%0.170%
5/1/2026 Sequoia Financial Advisors LLC10,338$1.40M0.0%+100.2%0.010%
4/30/2026 Roman Butler Fullerton & Co.3,551$479K0.1%-45.8%0.004%
4/30/2026 Beacon Financial Group26,771$3.63M0.4%+1,120.2%0.027%
4/30/2026 Mosaic Family Wealth Partners LLC5,378$730K0.1%-18.4%0.005%
4/30/2026 Kestra Advisory Services LLC204,873$27.81M0.1%+10.5%0.207%
4/30/2026 Money Concepts Capital Corp6,127$832K0.0%+10.8%0.006%
4/30/2026 Base Wealth Management LLC70,642$9.59M5.4%+2.7%0.071%
4/30/2026 CFS Investment Advisory Services LLC6,933$929K0.1%-19.5%0.007%
4/30/2026 Quantum Portfolio Management LLC5,979$811K0.0%+98.3%0.006%
4/29/2026 Penobscot Investment Management Company Inc.2,950$400K0.0%-34.4%0.003%
4/29/2026 Arbor Trust Wealth Advisors LLC1,488$202K0.1%N/A0.002%
4/29/2026 Integrated Advisors Network LLC8,125$1.10M0.1%+58.3%0.008%
4/29/2026 Beacon Bank & Trust11,115$1.51M0.3%+3.1%0.011%
4/28/2026 Kathmere Capital Management LLC6,926$940K0.1%N/A0.007%
4/28/2026 Bogart Wealth LLC3,220$437K0.0%-44.0%0.003%
4/28/2026 Stephens Inc. AR6,398$868K0.0%+2.2%0.006%
4/28/2026 GM Advisory Group LLC1,736$236K0.0%N/A0.002%
4/28/2026 NBT Bank N A NY9,371$1.27M0.1%+13.3%0.009%
4/28/2026 Howe & Rusling Inc.13,861$1.88M0.1%+10.0%0.014%
4/28/2026 Paller Financial Services Inc44,020$5.97M4.9%+1.3%0.044%
4/28/2026 Beacon Financial Advisory LLC4,186$568K0.1%+148.7%0.004%
4/28/2026 WBH Advisory Inc.3,038$407K0.0%-4.3%0.003%
4/27/2026 HB Wealth Management LLC168,114$22.82M0.1%+6.0%0.169%
4/27/2026 PFG Investments LLC13,115$1.78M0.1%+11.9%0.013%
4/27/2026 World Investment Advisors26,086$3.54M0.1%+3.5%0.026%
4/27/2026 Lodestar Private Asset Management LLC3,610$490K0.0%-5.0%0.004%
4/27/2026 Turtle Creek Wealth Advisors LLC1,584$215K0.0%N/A0.002%
4/27/2026 Private Advisor Group LLC257,027$34.88M0.2%+137.8%0.258%
4/27/2026 VAUGHAN & Co SECURITIES INC.181,662$24.66M12.8%-2.4%0.183%
4/27/2026 Elevation Point Wealth Partners LLC7,340$996K0.0%N/A0.007%
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4/25/2026 Patten Group Inc.9,160$1.24M0.2%+1.5%0.009%
4/25/2026 KPP Advisory Services LLC1,609$218K0.0%N/A0.002%
4/24/2026 Impact Partnership Wealth LLC1,816$246K0.0%-16.0%0.002%
4/24/2026 Harbor Investment Advisory LLC15,732$2.14M0.2%+6.9%0.016%
4/23/2026 KOM Wealth Management Group LLC21,615$2.93M2.0%-19.7%0.022%
4/23/2026 Kohmann Bosshard Financial Services LLC160,057$21.75M1.8%-0.4%0.161%
4/23/2026 Foundry Financial Group Inc.48,632$6.60M3.3%+0.2%0.049%
4/23/2026 Mayflower Financial Advisors LLC26,887$3.65M0.4%+3.2%0.027%
4/23/2026 Flagstar Advisors Inc.4,100$557K0.2%-11.5%0.004%
4/23/2026 Simmons Bank176,184$23.91M1.6%-10.1%0.177%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 866 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 743 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 9,949,591 shares in the last 24 months. This purchase volume represents approximately $243.99M in transactions.

Of the 351 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), Valeo Financial Advisors LLC ($312.36K), 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), and CWM LLC ($117.88K).

Institutional investors have sold a total of 3,660,943 shares in the last 24 months. This volume of shares sold represents approximately $89.42M in transactions.


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This page (NYSEARCA:HDV) was last updated on 6/15/2026 by MarketBeat.com Staff.
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