iShares Core High Dividend ETF (HDV) Institutional Ownership

$110.13
+0.81 (+0.74%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
371
Total
Institutional Inflows
(last 12 months)
$938.50M
Number of
Institutional Sellers
(last 12 months)
391
Total
Institutional Outflows
(last 12 months)
$1.58B
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HDV Institutional Buying and Selling by Quarter

iShares Core High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024ProVise Management Group LLC14,998$1.65M0.1%-19.8%0.016%
5/9/2024Orion Portfolio Solutions LLC121,818$13.43M0.1%-4.1%0.129%
5/9/2024Kingsview Wealth Management LLC8,836$974K0.0%-1.3%0.009%
5/9/2024Beacon Investment Advisory Services Inc.1,884$208K0.0%N/A0.002%
5/9/2024SageView Advisory Group LLC4,213$464K0.0%-91.2%0.004%
5/9/2024D Orazio & Associates Inc.11,850$1.31M0.2%-4.8%0.013%
5/9/2024Interchange Capital Partners LLC3,214$354K0.2%+3.7%0.003%
5/9/2024Pettyjohn Wood & White Inc.11,434$1.26M0.3%-4.3%0.012%
5/9/2024Koshinski Asset Management Inc.2,102$232K0.0%N/A0.002%
5/8/2024Bleakley Financial Group LLC1,890$208K0.0%N/A0.002%
5/8/2024Avantax Advisory Services Inc.107,611$11.86M0.1%+1.9%0.114%
5/8/2024US Bancorp DE14,127$1.56M0.0%+1.4%0.015%
5/8/2024Hohimer Wealth Management LLC10,465$1.15M0.3%-2.7%0.011%
5/8/2024Russell Investments Group Ltd.355$39K0.0%+56.4%0.000%
5/8/2024 New Republic Capital LLC2,820$311K0.2%-19.2%0.003%
5/8/2024 Thoroughbred Financial Services LLC2,240$246K0.0%-12.2%0.002%
5/7/2024 NorthRock Partners LLC4,420$487K0.0%+10.9%0.005%
5/7/2024 WNY Asset Management LLC156,486$17.25M2.6%+1.3%0.166%
5/7/2024 Concurrent Investment Advisors LLC3,071$338K0.0%-6.9%0.003%
5/7/2024 Atomi Financial Group Inc.4,942$545K0.1%+2.9%0.005%
5/7/2024 Smithfield Trust Co75,663$8.34M0.4%-0.2%0.080%
5/7/2024 Bernardo Wealth Planning LLC29,708$3.27M0.9%-9.9%0.031%
5/7/2024 NTV Asset Management LLC89,355$9.85M1.5%-2.4%0.095%
5/7/2024 Benedetti & Gucer Inc.67,482$7.44M3.7%+25.9%0.071%
5/7/2024 Oppenheimer & Co. Inc.4,943$545K0.0%-41.8%0.005%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,586$395K0.0%+44.9%0.004%
5/7/2024 Wealthspire Advisors LLC80,784$8.90M0.1%-2.6%0.086%
5/7/2024 Houlihan Financial Resource Group Ltd.40,686$4.48M2.0%-1.6%0.043%
5/6/2024 Envestnet Portfolio Solutions Inc.16,764$1.85M0.0%-2.1%0.018%
5/6/2024 Kades & Cheifetz LLC1,819$200K0.1%N/A0.002%
5/6/2024 Advisory Services Network LLC92,948$10.24M0.2%+397.3%0.098%
5/4/2024 Geneos Wealth Management Inc.3,888$428K0.0%-4.0%0.004%
5/4/2024 DAVENPORT & Co LLC165,613$18.25M0.1%+4,833.4%0.175%
5/4/2024 Csenge Advisory Group9,857$1.09M0.1%+21.3%0.010%
5/3/2024 Embree Financial Group45,267$4.99M1.0%-7.8%0.048%
5/3/2024 Smithbridge Asset Management Inc. DE1,903$210K0.0%N/A0.002%
5/3/2024 Larson Financial Group LLC944$104K0.0%-10.2%0.001%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC1,945$214K0.1%N/A0.002%
5/3/2024 Liberty Wealth Management LLC1,997$220K0.0%N/A0.002%
5/3/2024 Smith Salley Wealth Management1,827$201K0.0%-16.1%0.002%
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5/2/2024 Mutual Advisors LLC17,831$1.97M0.1%-38.8%0.019%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC16,503$1.82M0.0%-8.3%0.017%
5/2/2024 Financial Counselors Inc.7,513$828K0.0%-14.6%0.008%
5/2/2024 Baron Silver Stevens Financial Advisors LLC32,674$3.60M0.7%-3.5%0.035%
5/2/2024 Graypoint LLC95,281$10.50M0.8%-8.1%0.101%
5/2/2024 Vantage Financial Partners LLC5,249$578K0.2%+5.6%0.006%
5/2/2024 Choreo LLC18,733$2.07M0.1%-0.8%0.020%
5/2/2024 Palisade Asset Management LLC1,589$175K0.0%N/A0.002%
5/1/2024 StoneX Group Inc.35,125$3.87M0.4%+1.2%0.037%
5/1/2024 Connecticut Wealth Management LLC31,160$3.43M0.2%-5.2%0.033%
5/1/2024 Janney Capital Management LLC47,694$5.26M0.3%-1.6%0.050%
5/1/2024 KFA Private Wealth Group LLC28,921$3.19M1.0%-32.1%0.031%
5/1/2024 1834 Investment Advisors Co.2,238$247K0.0%-5.5%0.002%
5/1/2024 Janney Montgomery Scott LLC647,251$71.33M0.2%+2.6%0.685%
5/1/2024 BNP Paribas Financial Markets206,154$22.72M0.0%+9,716.9%0.218%
5/1/2024 VAUGHAN & Co SECURITIES INC.155,183$17.10M10.9%+3.1%0.164%
5/1/2024 Klingman & Associates LLC21,331$2.35M0.2%-2.3%0.023%
5/1/2024 Concourse Financial Group Securities Inc.9,521$1.05M0.1%-7.5%0.010%
5/1/2024 Mission Wealth Management LP2,755$304K0.0%-8.7%0.003%
5/1/2024 Wambolt & Associates LLC2,656$292K0.1%-37.7%0.003%
5/1/2024 Sequoia Financial Advisors LLC3,536$390K0.0%-14.0%0.004%
4/30/2024 Private Advisor Group LLC112,126$12.36M0.1%-4.6%0.118%
4/30/2024 J.W. Cole Advisors Inc.28,317$3.12M0.2%-1.6%0.030%
4/30/2024 Hartline Investment Corp3,068$338K0.1%N/A0.003%
4/30/2024 Beam Wealth Advisors Inc.130,272$14.36M8.6%-1.5%0.137%
4/30/2024 HB Wealth Management LLC128,653$14.18M0.2%+0.6%0.135%
4/30/2024 Foundry Financial Group Inc.80,849$8.91M6.4%+10.9%0.085%
4/30/2024Concord Wealth Partners14,163$1.56M0.3%+7.3%0.015%
4/30/2024 AFT Forsyth & Company Inc.14,916$1.64M0.9%+1.3%0.016%
4/30/2024 Arkadios Wealth Advisors23,310$2.57M0.2%+14.5%0.024%
4/30/2024 Perigon Wealth Management LLC3,557$392K0.0%+27.6%0.004%
4/30/2024 Mayflower Financial Advisors LLC25,943$2.86M0.2%-1.7%0.027%
4/30/2024 Madison Wealth Partners Inc3,850$424K0.2%+4.1%0.004%
4/30/2024 Hazlett Burt & Watson Inc.792$88K0.1%+104.1%0.001%
4/29/2024Commonwealth Equity Services LLC793,501$87.45M0.1%-2.3%0.834%
4/29/2024 FAS Wealth Partners Inc.79,375$8.75M0.8%+14.3%0.083%
4/29/2024 Benjamin F. Edwards & Company Inc.1,433$158K0.0%-64.0%0.002%
4/29/2024 Crescent Grove Advisors LLC2,149$237K0.0%N/A0.002%
4/27/2024 Kellett Wealth Advisors LLC2,348$259K0.2%-16.4%0.002%
4/27/2024 Phoenix Wealth Advisors59,339$6.54M4.0%-15.0%0.062%
4/26/2024 Pinnacle Associates Ltd.9,653$1.06M0.0%-10.0%0.010%
4/26/2024 Securian Asset Management Inc.915,202$100.86M3.0%-2.2%0.961%
4/26/2024 Northwest Bancshares Inc.7,991$881K0.1%-1.2%0.008%
4/26/2024 Sigma Investment Counselors Inc.3,097$341K0.0%-10.6%0.003%
4/25/2024 TNF LLC3,209$352K0.1%-3.7%0.003%
4/25/2024 Capital Investment Advisory Services LLC945$104K0.0%-19.4%0.001%
4/25/2024 Armor Investment Advisors LLC1,834$202K0.1%N/A0.002%
4/25/2024 Valeo Financial Advisors LLC169,679$18.70M0.6%+7.7%0.178%
4/25/2024 Eudaimonia Advisors LLC11,574$1.28M0.7%-4.8%0.012%
4/24/2024 Leavell Investment Management Inc.6,221$686K0.0%-4.4%0.007%
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4/24/2024 Krilogy Financial LLC12,308$1.36M0.1%+1.9%0.013%
4/24/2024 Patton Albertson Miller Group LLC24,483$2.70M0.4%-62.3%0.026%
4/24/2024 Wolff Financial Management LLC33,889$3.74M1.1%-2.4%0.036%
4/24/2024 1900 Wealth Management LLC6,313$696K0.1%-8.8%0.007%
4/24/2024 Berkshire Bank9,551$1.05M0.3%-27.1%0.010%
4/24/2024 Townsend & Associates Inc362,520$39.60M4.6%+2.2%0.381%
4/24/2024 Simplicity Wealth LLC1,890$208K0.0%N/A0.002%
4/24/2024 NBT Bank N A NY10,323$1.14M0.1%-2.4%0.011%
4/24/2024 GDS Wealth Management165,101$18.20M2.1%-15.5%0.173%
4/24/2024 Gunma Bank Ltd.95,000$10.47M5.5%+31.9%0.100%
(Data available from 1/1/2016 forward)

HDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDV shares?

During the previous two years, 837 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($14.03B), Scissortail Wealth Management LLC ($1.62B), Bank of America Corp DE ($620.30M), Morgan Stanley ($302.98M), Wells Fargo & Company MN ($275.15M), Meiji Yasuda Life Insurance Co ($248.43M), and BlackRock Inc. ($233.09M).Learn more on HDV's institutional investors.

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

Of the 742 institutional investors that purchased iShares Core High Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($11.62M), Truist Financial Corp ($4.35M), CFS Investment Advisory Services LLC ($3.43M), Advisor Group Holdings Inc. ($3.03M), Wells Fargo & Company MN ($2.75M), Angeles Investment Advisors LLC ($2.16M), and Bank of America Corp DE ($2.10M).

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

Institutional investors have bought a total of 63,751,552 shares in the last 24 months. This purchase volume represents approximately $6.39B in transactions.

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

Of the 545 institutional investors that sold iShares Core High Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($11.46M), Truist Financial Corp ($3.59M), Angeles Investment Advisors LLC ($1.67M), Cowa LLC ($1.49M), CWM LLC ($1.15M), Houlihan Financial Resource Group Ltd. ($1.12M), and LPL Financial LLC ($1.06M).

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

Institutional investors have sold a total of 37,938,563 shares in the last 24 months. This volume of shares sold represents approximately $3.78B in transactions.


This page (NYSEARCA:HDV) was last updated on 5/10/2024 by MarketBeat.com Staff

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