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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$28.04 0.00 (0.00%)
As of 07/2/2026 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)
523
Total
Institutional Inflows
(last 12 months)
$245.50M
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
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%
5/27/2026Security 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%
5/20/2026SOA 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%
5/13/2026Dynamic 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
5/6/2026Independent 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%
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%
5/4/2026Blake Schutter Theil Wealth Advisors LLC34,675$4.71M3.8%+2.0%0.007%
5/4/2026Citizens 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%
5/2/2026Diversify Wealth Management LLC116,175$15.77M0.3%+758.6%0.117%
5/2/2026Valmark Advisers Inc.18,821$2.55M0.0%-6.0%0.019%
5/1/2026Capital Squared Financial LLC18,945$2.57M2.0%+9.7%0.019%
5/1/2026Citizens Financial Group Inc. RI52,411$7.11M0.1%-15.4%0.053%
5/1/2026Fifth Third Bancorp167,959$22.80M0.0%+5,060.0%0.170%
5/1/2026Sequoia Financial Advisors LLC10,338$1.40M0.0%+100.2%0.010%
4/30/2026Roman Butler Fullerton & Co.3,551$479K0.1%-45.8%0.004%
4/30/2026Beacon Financial Group26,771$3.63M0.4%+1,120.2%0.027%
4/30/2026Mosaic Family Wealth Partners LLC5,378$730K0.1%-18.4%0.005%
4/30/2026Kestra Advisory Services LLC204,873$27.81M0.1%+10.5%0.207%
4/30/2026Money Concepts Capital Corp6,127$832K0.0%+10.8%0.006%
4/30/2026Base Wealth Management LLC70,642$9.59M5.4%+2.7%0.071%
4/30/2026CFS Investment Advisory Services LLC6,933$929K0.1%-19.5%0.007%
4/30/2026Quantum Portfolio Management LLC5,979$811K0.0%+98.3%0.006%
4/29/2026Penobscot Investment Management Company Inc.2,950$400K0.0%-34.4%0.003%
4/29/2026Arbor Trust Wealth Advisors LLC1,488$202K0.1%N/A0.002%
4/29/2026Integrated Advisors Network LLC8,125$1.10M0.1%+58.3%0.008%
4/29/2026Beacon Bank & Trust11,115$1.51M0.3%+3.1%0.011%
4/28/2026Kathmere Capital Management LLC6,926$940K0.1%N/A0.007%
4/28/2026Bogart Wealth LLC3,220$437K0.0%-44.0%0.003%
4/28/2026Stephens Inc. AR6,398$868K0.0%+2.2%0.006%
4/28/2026GM Advisory Group LLC1,736$236K0.0%N/A0.002%
4/28/2026NBT Bank N A NY9,371$1.27M0.1%+13.3%0.009%
4/28/2026Howe & Rusling Inc.13,861$1.88M0.1%+10.0%0.014%
4/28/2026Paller Financial Services Inc44,020$5.97M4.9%+1.3%0.044%
4/28/2026Beacon Financial Advisory LLC4,186$568K0.1%+148.7%0.004%
4/28/2026WBH Advisory Inc.3,038$407K0.0%-4.3%0.003%
4/27/2026HB Wealth Management LLC168,114$22.82M0.1%+6.0%0.169%
4/27/2026PFG Investments LLC13,115$1.78M0.1%+11.9%0.013%
4/27/2026World Investment Advisors26,086$3.54M0.1%+3.5%0.026%
4/27/2026Lodestar Private Asset Management LLC3,610$490K0.0%-5.0%0.004%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/27/2026Turtle Creek Wealth Advisors LLC1,584$215K0.0%N/A0.002%
4/27/2026Private Advisor Group LLC257,027$34.88M0.2%+137.8%0.258%
4/27/2026VAUGHAN & Co SECURITIES INC.181,662$24.66M12.8%-2.4%0.183%
4/27/2026Elevation Point Wealth Partners LLC7,340$996K0.0%N/A0.007%
4/25/2026Patten Group Inc.9,160$1.24M0.2%+1.5%0.009%
4/25/2026KPP Advisory Services LLC1,609$218K0.0%N/A0.002%
4/24/2026Impact Partnership Wealth LLC1,816$246K0.0%-16.0%0.002%
4/24/2026Harbor Investment Advisory LLC15,732$2.14M0.2%+6.9%0.016%
4/23/2026KOM Wealth Management Group LLC21,615$2.93M2.0%-19.7%0.022%
4/23/2026Kohmann Bosshard Financial Services LLC160,057$21.75M1.8%-0.4%0.161%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 867 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 10,004,082 shares in the last 24 months. This purchase volume represents approximately $245.50M 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 7/5/2026 by MarketBeat.com Staff.
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