Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy HDV Stock  Free HDV Stock Alerts

iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$113.74 +0.42 (+0.37%)
As of 10:46 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
455
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$740.10M
Get HDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core High Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HDV Institutional Buying and Selling by Quarter

Remove Ads

iShares Core High Dividend ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Parsons Capital Management Inc. RI9,110$1.10M0.1%-18.1%0.010%
4/15/2025Shira Ridge Wealth Management3,563$432K0.2%-4.0%0.004%
4/14/2025Farther Finance Advisors LLC12,608$1.52M0.0%+451.5%0.013%
4/14/2025Daymark Wealth Partners LLC4,490$544K0.0%-15.0%0.005%
4/14/2025Courier Capital LLC61,372$7.43M0.5%N/A0.065%
4/14/2025Abacus Planning Group Inc.1,661$201K0.0%N/A0.002%
4/14/2025Capital Investment Advisors LLC3,303$400K0.0%+6.7%0.004%
4/14/2025BCS Wealth Management2,924$354K0.1%-35.3%0.003%
4/14/2025Park Avenue Securities LLC10,456$1.27M0.0%+26.6%0.011%
4/14/2025OLD National Bancorp IN50,693$6.14M0.2%-0.3%0.054%
4/14/2025SOA Wealth Advisors LLC.15,078$1.83M0.2%-0.9%0.016%
4/14/2025Patriot Financial Group Insurance Agency LLC1,887$229K0.0%N/A0.002%
4/14/2025RDA Financial Network13,478$1.63M0.5%+1.1%0.014%
4/11/2025 Godsey & Gibb Inc.28,119$3.41M0.3%+3.7%0.030%
4/11/2025 First National Corp MA ADV12,554$1.52M0.3%+1.6%0.013%
4/11/2025 Kapstone Financial Advisors LLC102,877$12.46M7.0%-0.3%0.109%
4/11/2025 Consilio Wealth Advisors LLC2,297$278K0.1%-5.7%0.002%
4/11/2025 Cora Capital Advisors LLC22,912$2.78M1.3%+6.5%0.024%
4/11/2025 Atwater Malick LLC3,724$451K0.2%+3.6%0.004%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.661$80K0.0%+52.0%0.001%
4/10/2025 Naples Global Advisors LLC3,687$447K0.0%-2.6%0.004%
4/10/2025 Beacon Financial Group1,903$230K0.0%N/A0.002%
4/10/2025 Teamwork Financial Advisors LLC10,137$1.23M0.2%-8.6%0.011%
4/10/2025 Lakeshore Capital Group Inc.30,591$3.71M3.6%N/A0.033%
4/10/2025 Accel Wealth Management1,670$202K0.1%N/A0.002%
4/10/2025 Clarus Wealth Advisors15,290$1.72M0.9%N/A0.016%
4/10/2025 Romano Brothers AND Company8,490$1.03M0.1%+3.5%0.009%
4/9/2025 RFG Advisory LLC4,868$590K0.0%-3.5%0.005%
4/9/2025 Merit Financial Group LLC7,634$925K0.0%+7.6%0.008%
4/9/2025 Lbmc Investment Advisors LLC457,980$55.47M4.3%-1.4%0.487%
4/9/2025 Harbor Investment Advisory LLC14,625$1.77M0.2%+15.1%0.016%
4/9/2025 Keystone Financial Planning Inc.31,142$3.77M1.1%-1.8%0.033%
4/9/2025 Flagstar Advisors Inc.5,443$659K0.2%-17.4%0.006%
4/9/2025 Inspirion Wealth Advisors LLC5,847$708K0.1%-7.9%0.006%
4/9/2025 High Net Worth Advisory Group LLC24,567$2.98M0.8%-4.7%0.026%
4/9/2025 Sweeney & Michel LLC141,736$17.17M6.9%N/A0.151%
4/9/2025 NBC Securities Inc.13,095$1.59M0.1%+100,630.8%0.014%
4/9/2025 Baker Tilly Wealth Management LLC1,710$207K0.1%N/A0.002%
4/9/2025 180 Wealth Advisors LLC12,083$1.46M0.2%-1.3%0.013%
4/8/2025 Fifth Third Wealth Advisors LLC5,041$611K0.0%+26.0%0.005%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
4/8/2025 J2 Capital Management Inc23,643$2.86M2.6%-19.6%0.025%
4/8/2025 Lantz Financial LLC100,627$12.19M3.3%+1.6%0.107%
4/8/2025 Parallel Advisors LLC12,029$1.46M0.0%+6.2%0.013%
4/7/2025 GAMMA Investing LLC3,876$469K0.0%+12,012.5%0.004%
4/7/2025 AdvisorNet Financial Inc1,611$195K0.0%+51.6%0.002%
4/7/2025 FC Advisory LLC24,037$2.91M1.0%-1.7%0.026%
4/4/2025 Baring Financial LLC5,320$644K0.5%-13.2%0.006%
4/3/2025 Collective Family Office LLC10,960$1.33M0.4%+27.5%0.012%
3/27/2025Milestone Asset Management Group LLC2,104$236K0.2%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC268,533$30.15M0.1%+9.2%0.290%
2/27/2025Jefferies Financial Group Inc.34,024$3.82M0.0%+6.6%0.037%
2/25/2025Heck Capital Advisors LLC8,896$999K0.1%N/A0.010%
2/25/2025B. Riley Wealth Advisors Inc.6,835$767K0.0%-62.0%0.007%
2/25/2025Integrated Advisors Network LLC6,232$700K0.0%-3.4%0.007%
2/24/2025Liberty Square Wealth Partners LLC18,125$2.12M0.8%N/A0.019%
2/24/2025Ameriflex Group Inc.433$50K0.0%N/A0.000%
2/21/2025Vermillion Wealth Management Inc.398$45K0.0%N/A0.000%
2/19/2025Formidable Asset Management LLC26,689$3.00M0.5%-19.8%0.028%
2/19/2025Columbia River Financial Group LLC105,255$11.82M8.1%N/A0.111%
2/19/2025WCG Wealth Advisors LLC22,316$2.51M0.2%-3.5%0.024%
2/18/2025Helium Advisors LLC5,425$609K0.5%N/A0.006%
2/18/2025Sunbelt Securities Inc.38,891$4.34M0.4%+0.6%0.041%
2/18/2025Pettinga Financial Advisors LLC3,150$354K0.1%+42.2%0.003%
2/18/2025Connecticut Wealth Management LLC30,029$3.37M0.2%-0.9%0.032%
2/18/2025Mosaic Family Wealth Partners LLC7,354$826K0.1%+1.6%0.008%
2/18/2025Novem Group2,079$233K0.0%N/A0.002%
2/18/2025First Heartland Consultants Inc.8,411$944K0.1%+6.3%0.009%
2/18/2025Continuum Advisory LLC4,867$546K0.1%+16.3%0.005%
2/18/2025Note Advisors LLC2,623$294K0.3%N/A0.003%
2/18/2025NCM Capital Management LLC13,396$1.50M0.7%-0.7%0.014%
2/18/2025Talisman Wealth Advisors LLC7,903$887K0.9%+4.5%0.008%
2/17/2025Waverly Advisors LLC198,317$22.26M0.3%-2.5%0.210%
2/17/2025Snowden Capital Advisors LLC10,279$1.15M0.0%+1.6%0.011%
2/17/2025Royal Bank of Canada1,232,570$138.37M0.0%+3.5%1.305%
2/17/2025Quantinno Capital Management LP3,715$417K0.0%-9.4%0.004%
2/17/2025NorthRock Partners LLC4,637$521K0.0%+20.2%0.005%
2/17/2025Measured Risk Portfolios Inc.1,302$146K0.2%N/A0.001%
2/17/2025MJP Associates Inc. ADV50,372$5.66M1.0%+4.9%0.053%
2/17/2025Jefferies Financial Group Inc.34,024$3.82M0.0%+6.6%0.036%
2/17/2025Focus Partners Wealth12,752$1.43M0.0%-94.1%0.014%
2/17/2025Forefront Analytics LLC34,438$3.87M1.8%-24.5%0.036%
2/17/2025Deutsche Bank AG6,186$694K0.0%-23.7%0.007%
2/17/2025D. E. Shaw & Co. Inc.20,629$2.32M0.0%N/A0.022%
2/17/2025EP Wealth Advisors LLC13,383$1.50M0.0%-35.8%0.014%
2/17/2025Colonial Trust Co SC1,358$152K0.0%+10.7%0.001%
2/17/2025CoreCap Advisors LLC11,619$1.30M0.1%-3.3%0.012%
2/17/2025Cresset Asset Management LLC16,248$1.82M0.0%-10.9%0.017%
2/17/2025Cetera Investment Advisers331,889$37.26M0.1%-26.6%0.351%
2/17/2025Brooks Moore & Associates Inc.4,194$471K0.3%-14.7%0.004%
2/17/2025Captrust Financial Advisors92,408$10.37M0.0%+0.8%0.098%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/17/2025Beverly Hills Private Wealth LLC2,718$305K0.1%N/A0.003%
2/17/2025Bank of America Corp DE4,691,930$526.72M0.0%+2.5%4.968%
2/17/2025BNP Paribas Financial Markets196,118$22.02M0.0%-20.0%0.208%
2/17/2025Ameriprise Financial Inc.541,296$60.79M0.0%+8.2%0.573%
2/17/2025Ancora Advisors LLC13,495$1.52M0.0%-10.6%0.014%
2/17/2025Apex Wealth Management LLC16,105$1.81M1.6%N/A0.017%
2/14/2025Gallagher Fiduciary Advisors LLC75,880$8.52M1.7%+14.3%0.080%
2/14/2025South Plains Financial Inc.2,455$276K0.2%N/A0.003%
2/14/2025Mercer Global Advisors Inc. ADV110,964$12.46M0.0%-32.7%0.117%
2/14/2025FAS Wealth Partners Inc.84,613$9.50M0.8%+3.2%0.090%
(Data available from 1/1/2016 forward)

Remove Ads

HDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDV shares?

During the previous two years, 822 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 ($526.72M), Meiji Yasuda Life Insurance Co ($331.53M), Morgan Stanley ($302.98M), LPL Financial LLC ($267.13M), and Wells Fargo & Company MN ($233.68M).Learn more on HDV's institutional investors.

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

Of the 654 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: Meiji Yasuda Life Insurance Co ($1.78M), Wells Fargo & Company MN ($1.77M), Cowa LLC ($1.48M), Houlihan Financial Resource Group Ltd. ($1.12M), Raymond James Financial Inc. ($931.56K), Strategic Financial Concepts LLC ($717.25K), and Federated Hermes Inc. ($684.54K).

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

Institutional investors have bought a total of 20,281,636 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

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

Of the 523 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. ($6.44M), Truist Financial Corp ($3.74M), Cowa LLC ($1.50M), Houlihan Financial Resource Group Ltd. ($1.12M), UBS Group AG ($861.41K), Federated Hermes Inc. ($697.54K), and Calamos Wealth Management LLC ($495.29K).

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

Institutional investors have sold a total of 26,066,993 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.


Related Companies

This page (NYSEARCA:HDV) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
DOGE tax surprise
Elon Musk's DOGE agents have some very strange plans for the IRS... Recently, it emerged that our tax auth...
Altimetry | Sponsored
Amazon Shocker
Jeff Bezos quietly backing world-changing tech (not AI) The Amazon founder is quietly advancing a radical t...
Stansberry Research | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored