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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$27.29 +0.13 (+0.48%)
As of 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)
534
Total
Institutional Inflows
(last 12 months)
$275.59M
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$164.36M
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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
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%
5/5/2026 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%
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%
4/23/2026 Detalus Advisors LLC1,685$229K0.1%N/A0.002%
4/23/2026 Formidable Asset Management LLC17,827$2.42M0.4%-4.9%0.018%
4/23/2026 Penney Financial LLC1,525$207K0.1%N/A0.002%
4/22/2026 Patriot Financial Group Insurance Agency LLC2,602$353K0.0%N/A0.003%
4/22/2026 Janney Montgomery Scott LLC893,886$121.32M0.3%+7.6%0.900%
4/22/2026 Onyx Bridge Wealth Group LLC16,131$2.19M0.2%-0.9%0.016%
4/22/2026 Realta Investment Advisors2,101$285K0.1%+16.6%0.002%
4/22/2026 Merkkuri Wealth Advisors LLC190$26K0.0%N/A0.000%
4/21/2026 Maridea Wealth Management LLC2,745$373K0.1%+35.6%0.003%
4/21/2026 Maltin Wealth Management Inc.63,898$8.67M3.3%+11.0%0.064%
4/21/2026 ADG Wealth Management Group LLC8,857$1.20M0.8%+8.4%0.009%
4/21/2026 J2 Capital Management Inc32,716$4.44M3.0%-29.7%0.033%
4/21/2026 Decker Retirement Planning Inc.12,020$1.63M0.7%+7.3%0.012%
4/21/2026 Morton Brown Family Wealth LLC22,103$3M0.8%-2.7%0.022%
4/21/2026 OLD National Bancorp IN55,730$7.56M0.1%+2.0%0.056%
4/21/2026 Fiduciary Alliance LLC1,951$260K0.0%+9.3%0.002%
4/20/2026 Christensen King & Associates Investment Services Inc.1,488$202K0.1%N/A0.001%
4/20/2026 Kestra Private Wealth Services LLC13,404$1.82M0.0%+0.6%0.013%
4/20/2026 Chatterton & Associates Inc.4,679$634K0.4%+4.2%0.005%
4/20/2026 Arta Finance Wealth Management LLC2,457$333K0.2%+37.3%0.002%
4/20/2026 KFA Private Wealth Group LLC6,920$939K0.2%-3.2%0.007%
4/20/2026 Dopkins Wealth Management LLC2,407$327K0.1%N/A0.002%
4/20/2026 RFG Advisory LLC5,298$719K0.0%+13.4%0.005%
4/20/2026 Fifth Third Wealth Advisors LLC6,882$934K0.0%+55.1%0.007%
4/20/2026 Provenance Wealth Advisors LLC7,670$1.04M0.1%-26.1%0.008%
4/20/2026 Apella Capital LLC3,801$509K0.0%N/A0.004%
4/20/2026 Godsey & Gibb Inc.33,726$4.58M0.4%+3.2%0.034%
4/20/2026 Brandywine Oak Private Wealth LLC36,679$4.98M0.4%-2.0%0.037%
4/18/2026 Integrated Capital Management LLC1,530$208K0.1%N/A0.002%
4/18/2026 Cora Capital Advisors LLC10,796$1.47M0.5%-60.7%0.011%
4/18/2026 BCS Wealth Management2,319$315K0.1%-56.0%0.002%
4/18/2026 Nottingham Advisors Inc.26,718$3.63M0.5%+4.4%0.026%
4/18/2026 PMG Wealth Management Inc.4,440$603K0.4%-2.4%0.004%
4/17/2026 Krilogy Financial LLC10,868$1.45M0.0%-1.7%0.011%
4/17/2026 WealthBridge Capital Management LLC7,081$961K0.2%+174.0%0.007%
4/17/2026 Signal Advisors Wealth LLC2,268$308K0.0%N/A0.002%
4/17/2026 Sovereign Financial Group Inc.4,711$639K0.1%-10.8%0.005%
4/17/2026 AdvisorNet Financial Inc2,324$315K0.0%+31.9%0.002%
4/17/2026 Cornell Pochily Investment Advisors Inc.10,079$1.37M0.4%+4.8%0.010%
4/17/2026 Summit Wealth Partners LLC48,863$6.63M1.0%+0.5%0.048%


HDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDV shares?

During the previous two years, 868 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($544.52M), Morgan Stanley ($411.07M), LPL Financial LLC ($356.56M), Wells Fargo & Company MN ($188.08M), UBS Group AG ($177.68M), Royal Bank of Canada ($152.20M), and JPMorgan Chase & Co. ($148.46M).Learn more on iShares Core High Dividend ETF's institutional investors.

Which institutional investors have been buying iShares Core High Dividend ETF's stock?

Of the 745 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).

How much institutional buying is happening at iShares Core High Dividend ETF?

Institutional investors have bought a total of 11,296,055 shares in the last 24 months. This purchase volume represents approximately $275.59M in transactions.

Which of iShares Core High Dividend ETF's major shareholders have been selling company stock?

Of the 373 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: Meiji Yasuda Life Insurance Co ($2.84M), Federated Hermes Inc. ($314.06K), Valeo Financial Advisors LLC ($312.36K), Auto Owners Insurance Co ($264.46K), Jones Financial Companies Lllp ($230.79K), Northwestern Mutual Wealth Management Co. ($206.34K), and Commonwealth Equity Services LLC ($194.18K).

How much institutional selling is happening at iShares Core High Dividend ETF?

Institutional investors have sold a total of 6,811,779 shares in the last 24 months. This volume of shares sold represents approximately $164.36M in transactions.


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This page (NYSEARCA:HDV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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