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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$29.78 +0.03 (+0.08%)
As of 12:52 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)
499
Total
Institutional Inflows
(last 12 months)
$413.40M
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$58.62M
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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
9/2/2026 Allianz Asset Management GmbH1,377,900$37.77M0.0%+201.2%0.267%
8/27/2026 Corient Private Wealth LP271,194$7.43M0.0%+467.6%0.053%
8/26/2026 HighTower Advisors LLC608,957$16.69M0.0%+397.6%0.118%
8/25/2026 Advus Financial Partners LLC39,311$1.08M0.2%+101.8%0.008%
8/25/2026 Financial Insights Inc.12,635$346K0.1%+400.0%0.002%
8/23/2026 Washington Trust Advisors Inc.15,910$436K0.0%+400.0%0.003%
8/23/2026 Ameritas Advisory Services LLC30,207$828K0.0%+1,611.4%0.006%
8/23/2026 Straight Path Wealth Management62,143$1.70M0.4%+577.7%0.012%
8/23/2026 Kintra Wealth LLC36,392$1.07M0.1%+415.8%0.007%
8/23/2026 Operose Advisors LLC55,276$1.52M0.3%+420.1%0.011%
8/23/2026 HB Wealth Management LLC819,098$22.45M0.1%+387.2%0.159%
8/22/2026 Advisory Solutions Group LLC7,837$215K0.1%N/A0.002%
8/22/2026 Compass Financial Management LLC21,981$603K0.1%N/A0.004%
8/22/2026 NI Acquisitions Company LLC4,005$110K0.0%N/A0.001%
8/22/2026 Succession Financial Inc.14,938$409K0.4%N/A0.003%
8/22/2026 Highland Investment Advisors LLC1,825$50K0.0%N/A0.000%
8/22/2026 Invested Advisors60,948$1.67M1.5%+398.8%0.012%
8/22/2026 Aventus Investment Advisors Inc.2,350$64K0.0%-86.0%0.000%
8/22/2026 Aureum Wealth Management LLC223,474$6.13M3.8%+506.5%0.043%
8/22/2026 Plan A Wealth LLC8,410$231K0.1%+344.3%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC62,438$1.71M0.2%+404.9%0.012%
8/22/2026 Shum Financial Group Inc.18,101$496K0.3%+404.5%0.004%
8/22/2026 Valued Retirements Inc.15,577$427K0.4%+577.9%0.003%
8/22/2026 Rik Saylor Financial Inc.17,275$474K0.3%+375.2%0.003%
8/22/2026 NWF Advisory Services Inc.10,620$291K0.0%+400.0%0.002%
8/22/2026 TD Waterhouse Canada Inc.38,460$1.05M0.0%+352.9%0.007%
8/22/2026 Syntax Research Inc.4,325$119K0.1%+942.2%0.001%
8/22/2026 United Community Bank7,400$203K0.1%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC89,609$2.46M0.0%+1,247.1%0.017%
8/21/2026 High Net Worth Advisory Group LLC111,976$3.07M0.7%+396.4%0.022%
8/21/2026 WorthPointe LLC23,276$638K0.2%N/A0.005%
8/21/2026 Continuum Advisory LLC65,507$1.80M0.1%+2,543.5%0.013%
8/21/2026 Coppell Advisory Solutions LLC39,497$1.08M0.2%N/A0.008%
8/21/2026 Firestone Capital Management18,000$493K0.1%+400.0%0.003%
8/21/2026 Beacon Financial Advisory LLC22,306$611K0.1%+432.9%0.004%
8/21/2026 Tsfg LLC16,176$443K0.1%+400.0%0.003%
8/21/2026 KFA Private Wealth Group LLC44,146$1.21M0.3%+537.9%0.009%
8/21/2026 Symphony Financial Ltd. Co.30,237$837K0.1%+594.1%0.006%
8/21/2026 Triumph Capital Management4,428$121K0.0%+410.1%0.001%
8/20/2026 LGL Partners LLC25,742$706K0.3%+923.1%0.005%
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8/20/2026 Clifford Swan Investment Counsel LLC52,615$1.44M0.0%+400.0%0.010%
8/20/2026 Jackson Wealth Management LLC11,479$315K0.2%-61.1%0.002%
8/20/2026 Rehmann Capital Advisory Group76,705$2.10M0.1%+393.3%0.015%
8/20/2026 BTG Pactual Asset Management US LLC8,160$224K0.0%+400.0%0.002%
8/20/2026 ICONIQ Capital LLC57,825$1.59M0.0%+400.0%0.011%
8/20/2026 Ancora Advisors LLC55,683$1.53M0.0%+396.3%0.011%
8/20/2026 Sigma Planning Corp279,010$7.65M0.2%+387.9%0.054%
8/20/2026 Two Sigma Securities LLC24,880$682K0.1%N/A0.005%
8/20/2026 GTS Securities LLC120,556$3.30M0.1%N/A0.023%
8/20/2026 Flputnam Investment Management Co.18,868$536K0.0%+422.2%0.004%
8/20/2026 Northwestern Mutual Wealth Management Co.1,080,660$29.62M0.0%+317.3%0.209%
8/20/2026 Wedbush Securities Inc.26,749$733K0.0%+282.6%0.005%
8/20/2026 Hollencrest Capital Management2,250$62K0.0%+400.0%0.000%
8/20/2026 Greenleaf Trust7,310$200K0.0%N/A0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,067$413K0.0%-3.5%0.003%
8/19/2026 Chapin Davis Inc.27,430$752K0.1%+400.0%0.005%
8/18/2026 Beacon Pointe Advisors LLC89,134$2.44M0.0%+380.8%0.017%
8/18/2026 Rakuten Investment Management Inc.74,410$2.06M0.0%+123.7%0.014%
8/18/2026 Caitlin John LLC1,725$47K0.0%+400.0%0.000%
8/18/2026 Nalls Sherbakoff Group LLC5,767$158K0.1%+401.5%0.001%
8/18/2026 Coastal Bridge Advisors LLC19,557$536K0.0%+400.4%0.004%
8/18/2026Jefferies Financial Group Inc.98,704$2.71M0.0%+429.9%0.019%
8/17/2026 AtlasMark Financial Inc186,551$5.11M2.5%+490.7%0.036%
8/17/2026 Corient Private Wealth LP250,302$6.86M0.0%+423.8%0.048%
8/17/2026 Ausdal Financial Partners Inc.26,821$735K0.0%+426.8%0.005%
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%
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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%


HDV Institutional Ownership - Frequently Asked Questions

During the previous two years, 863 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 757 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), Allianz Asset Management GmbH ($1.02M), Northwestern Mutual Wealth Management Co. ($962.04K), and HB Wealth Management LLC ($670.41K).

Institutional investors have bought a total of 15,938,486 shares in the last 24 months. This purchase volume represents approximately $413.40M in transactions.

Of the 271 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), Valeo Financial Advisors LLC ($157.35K), CWM LLC ($117.88K), Capital Advisors Wealth Management LLC ($79.06K), and Goldman Sachs Group Inc. ($74.16K).

Institutional investors have sold a total of 2,341,177 shares in the last 24 months. This volume of shares sold represents approximately $58.62M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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