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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$29.15 +0.08 (+0.28%)
Closing price 04:10 PM Eastern
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$29.15 0.00 (0.00%)
As of 07:59 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)
510
Total
Institutional Inflows
(last 12 months)
$653.94M
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$54.46M
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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
10/13/2026Steel Grove Capital Advisors LLC9,624$269K0.0%-3.9%0.002%
10/13/2026Sax Wealth Advisors LLC21,427$599K0.0%+411.8%0.004%
10/13/2026Paller Financial Services Inc238,532$6.67M5.1%+3.4%0.046%
10/10/2026Gallagher Capital Advisors LLC145,730$4.08M2.1%+0.3%0.028%
10/9/2026Capital Advisors Wealth Management LLC172,201$4.82M0.6%+6.2%0.033%
10/9/2026Balefire LLC59,251$1.66M0.3%N/A0.011%
10/9/2026David J Yvars Group25,073$701K0.3%+4.4%0.005%
10/9/2026Shulman DeMeo Asset Management LLC160,037$4.51M1.6%-2.1%0.031%
10/9/2026Cadent Capital Advisors LLC10,088$282K0.1%-55.7%0.002%
10/9/2026Gerald Baker Financial Group LLC113,144$3.16M0.9%+1.8%0.022%
10/9/2026Aventus Investment Advisors Inc.3,105$87K0.1%+32.1%0.001%
10/9/2026Keystone Financial Planning Inc.156,554$4.38M0.8%+65.5%0.030%
10/9/2026First Heartland Consultants Inc.40,832$1.14M0.1%-3.1%0.008%
10/8/2026Farther Finance Advisors LLC359,838$10.06M0.1%+22.4%0.069%
10/8/2026Apella Capital LLC20,373$576K0.0%+7.5%0.004%
10/8/2026Gradient Investments LLC10,656$298K0.0%-5.9%0.002%
10/8/2026Avidian Wealth Enterprises LLC7,895$221K0.0%N/A0.002%
10/7/2026Echo45 Advisors LLC11,335$317K0.1%N/A0.002%
10/7/2026SigFig Wealth Management LLC10,486$293K0.0%+11.5%0.002%
10/7/2026Weaver Consulting Group45,473$1.27M0.2%-3.7%0.009%
10/6/2026PPS&V Asset Management Consultants Inc.30,391$850K0.5%+4.8%0.006%
10/5/2026Collective Family Office LLC72,365$2.02M0.4%+7.0%0.014%
10/2/2026 Planning Strategies Inc.41,815$1.17M0.7%-2.6%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.296,320$8.12M0.0%+535.7%0.055%
9/23/2026Envestnet Asset Management Inc.6,135,794$168.18M0.0%+415.4%1.129%
9/15/2026Anchor Investment Management LLC59,045$1.62M0.1%+404.5%0.011%
9/11/2026Smith Chas P & Associates PA Cpas9,890$271K0.0%+400.0%0.002%
9/9/2026Keystone Financial Planning Inc.94,568$2.59M0.7%+360.6%0.018%
9/9/2026Bouchey Financial Group Ltd.11,325$310K0.0%+397.8%0.002%
9/9/2026Sequoia Financial Advisors LLC47,889$1.31M0.0%+363.2%0.009%
9/9/2026Tidal Investments LLC105,698$2.90M0.0%N/A0.020%
9/9/2026Van Hulzen Asset Management LLC34,840$955K0.1%+399.1%0.007%
9/9/2026Cahill Financial Advisors Inc.160,794$4.41M0.4%+396.3%0.031%
9/9/2026MCF Advisors LLC82,131$2.25M0.1%+378.5%0.016%
9/9/2026Capital Analysts LLC37,290$1.02M0.0%+400.0%0.007%
9/9/2026Pinnacle Wealth Management Advisory Group LLC12,475$342K0.0%+400.0%0.002%
9/9/2026Integrated Wealth Concepts LLC692,567$18.98M0.1%+1,958.5%0.134%
9/9/2026Community Bank N.A.1,050$29K0.0%+400.0%0.000%
9/9/2026RFG Advisory LLC24,715$677K0.0%+366.5%0.005%
9/9/2026NewEdge Advisors LLC208,811$5.72M0.0%+462.8%0.040%
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9/9/2026IFP Advisors Inc1,219,092$33.42M0.6%+867.0%0.236%
9/9/2026Baird Financial Group Inc.137,445$3.77M0.0%+378.3%0.027%
9/8/2026Allworth Financial LP148,186$4.06M0.0%+391.5%0.029%
9/8/2026Waverly Advisors LLC791,070$21.68M0.1%+390.0%0.153%
9/2/2026Allianz Asset Management GmbH1,377,900$37.77M0.0%+201.2%0.267%
8/27/2026Corient Private Wealth LP271,194$7.43M0.0%+467.6%0.053%
8/26/2026HighTower Advisors LLC608,957$16.69M0.0%+397.6%0.118%
8/25/2026Advus Financial Partners LLC39,311$1.08M0.2%+101.8%0.008%
8/25/2026Financial Insights Inc.12,635$346K0.1%+400.0%0.002%
8/23/2026Washington Trust Advisors Inc.15,910$436K0.0%+400.0%0.003%
8/23/2026Ameritas Advisory Services LLC30,207$828K0.0%+1,611.4%0.006%
8/23/2026Straight Path Wealth Management62,143$1.70M0.4%+577.7%0.012%
8/23/2026Kintra Wealth LLC36,392$1.07M0.1%+415.8%0.007%
8/23/2026Operose Advisors LLC55,276$1.52M0.3%+420.1%0.011%
8/23/2026HB Wealth Management LLC819,098$22.45M0.1%+387.2%0.159%
8/22/2026Advisory Solutions Group LLC7,837$215K0.1%N/A0.002%
8/22/2026Compass Financial Management LLC21,981$603K0.1%N/A0.004%
8/22/2026NI Acquisitions Company LLC4,005$110K0.0%N/A0.001%
8/22/2026Succession Financial Inc.14,938$409K0.4%N/A0.003%
8/22/2026Highland Investment Advisors LLC1,825$50K0.0%N/A0.000%
8/22/2026Invested Advisors60,948$1.67M1.5%+398.8%0.012%
8/22/2026Aventus Investment Advisors Inc.2,350$64K0.0%-86.0%0.000%
8/22/2026Aureum Wealth Management LLC223,474$6.13M3.8%+506.5%0.043%
8/22/2026Plan A Wealth LLC8,410$231K0.1%+344.3%0.002%
8/22/2026Cornerstone Advisors Asset Management LLC62,438$1.71M0.2%+404.9%0.012%
8/22/2026Shum Financial Group Inc.18,101$496K0.3%+404.5%0.004%
8/22/2026Valued Retirements Inc.15,577$427K0.4%+577.9%0.003%
8/22/2026Rik Saylor Financial Inc.17,275$474K0.3%+375.2%0.003%
8/22/2026NWF Advisory Services Inc.10,620$291K0.0%+400.0%0.002%
8/22/2026TD Waterhouse Canada Inc.38,460$1.05M0.0%+352.9%0.007%
8/22/2026Syntax Research Inc.4,325$119K0.1%+942.2%0.001%
8/22/2026United Community Bank7,400$203K0.1%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC89,609$2.46M0.0%+1,247.1%0.017%
8/21/2026High Net Worth Advisory Group LLC111,976$3.07M0.7%+396.4%0.022%
8/21/2026WorthPointe LLC23,276$638K0.2%N/A0.005%
8/21/2026Continuum Advisory LLC65,507$1.80M0.1%+2,543.5%0.013%
8/21/2026Coppell Advisory Solutions LLC39,497$1.08M0.2%N/A0.008%
8/21/2026Firestone Capital Management18,000$493K0.1%+400.0%0.003%
8/21/2026Beacon Financial Advisory LLC22,306$611K0.1%+432.9%0.004%
8/21/2026Tsfg LLC16,176$443K0.1%+400.0%0.003%
8/21/2026KFA Private Wealth Group LLC44,146$1.21M0.3%+537.9%0.009%
8/21/2026Symphony Financial Ltd. Co.30,237$837K0.1%+594.1%0.006%
8/21/2026Triumph Capital Management4,428$121K0.0%+410.1%0.001%
8/20/2026LGL Partners LLC25,742$706K0.3%+923.1%0.005%
8/20/2026Clifford Swan Investment Counsel LLC52,615$1.44M0.0%+400.0%0.010%
8/20/2026Jackson Wealth Management LLC11,479$315K0.2%-61.1%0.002%
8/20/2026Rehmann Capital Advisory Group76,705$2.10M0.1%+393.3%0.015%
8/20/2026BTG Pactual Asset Management US LLC8,160$224K0.0%+400.0%0.002%
8/20/2026ICONIQ Capital LLC57,825$1.59M0.0%+400.0%0.011%
8/20/2026Ancora Advisors LLC55,683$1.53M0.0%+396.3%0.011%
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8/20/2026Sigma Planning Corp279,010$7.65M0.2%+387.9%0.054%
8/20/2026Two Sigma Securities LLC24,880$682K0.1%N/A0.005%
8/20/2026GTS Securities LLC120,556$3.30M0.1%N/A0.023%
8/20/2026Flputnam Investment Management Co.18,868$536K0.0%+422.2%0.004%
8/20/2026Northwestern Mutual Wealth Management Co.1,080,660$29.62M0.0%+317.3%0.209%
8/20/2026Wedbush Securities Inc.26,749$733K0.0%+282.6%0.005%
8/20/2026Hollencrest Capital Management2,250$62K0.0%+400.0%0.000%
8/20/2026Greenleaf Trust7,310$200K0.0%N/A0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,067$413K0.0%-3.5%0.003%
8/19/2026Chapin Davis Inc.27,430$752K0.1%+400.0%0.005%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 865 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 Envestnet Asset Management Inc. ($168.18M).Learn more on iShares Core High Dividend ETF's institutional investors.

Of the 761 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: Envestnet Asset Management Inc. ($5.02M), Auto Owners Insurance Co ($3.16M), OVERSEA CHINESE BANKING Corp Ltd ($1.66M), IFP Advisors Inc ($1.22M), Wells Fargo & Company MN ($1.06M), Raymond James Financial Inc. ($1.05M), and Allianz Asset Management GmbH ($1.02M).

Institutional investors have bought a total of 24,705,956 shares in the last 24 months. This purchase volume represents approximately $653.94M in transactions.

Of the 270 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), CWM LLC ($117.88K), Capital Advisors Wealth Management LLC ($79.06K), Goldman Sachs Group Inc. ($74.16K), and PFG Advisors ($72.79K).

Institutional investors have sold a total of 2,159,824 shares in the last 24 months. This volume of shares sold represents approximately $54.46M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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