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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$111.94 +1.12 (+1.01%)
(As of 12/20/2024 05:31 PM 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)
$800.27M
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$363.41M
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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
12/19/2024 Independent Solutions Wealth Management LLC33,840$3.98M0.9%-2.6%0.036%
12/13/2024 B. Riley Wealth Advisors Inc.17,996$2.12M0.1%+77.7%0.019%
11/27/2024 Franklin Resources Inc.61,085$7.29M0.0%+2.6%0.065%
11/25/2024 Wilmington Savings Fund Society FSB7,432$874K0.0%N/A0.008%
11/25/2024 World Investment Advisors LLC30,049$3.53M0.1%N/A0.032%
11/25/2024 Sanctuary Advisors LLC45,366$5.48M0.0%+8.9%0.048%
11/21/2024 Anchor Investment Management LLC9,959$1.17M0.1%+1.2%0.011%
11/20/2024 SOA Wealth Advisors LLC.15,255$1.79M0.3%-2.3%0.016%
11/20/2024 Westside Investment Management Inc.297$35K0.0%+57.1%0.000%
11/19/2024 M&T Bank Corp725,191$85.30M0.3%+1.5%0.768%
11/19/2024 Hohimer Wealth Management LLC8,280$974K0.2%-20.9%0.009%
11/18/2024 Hobbs Group Advisors LLC766$90K0.0%+27.7%0.001%
11/18/2024 Arete Wealth Advisors LLC4,817$566K0.0%+101.2%0.005%
11/18/2024 Sunbelt Securities Inc.38,646$4.55M0.4%+16.7%0.041%
11/18/2024 Coldstream Capital Management Inc.4,295$505K0.0%+18.1%0.005%
11/15/2024 Valued Retirements Inc.2,616$308K0.4%N/A0.003%
11/15/2024 Frisch Financial Group Inc.25,699$3.02M0.9%-11.5%0.027%
11/15/2024 M&T Bank Corp725,191$85.30M0.2%+1.5%0.768%
11/15/2024 Raelipskie Partnership17,505$2.06M1.0%+1.3%0.019%
11/15/2024 Continuum Advisory LLC4,184$494K0.1%+43.0%0.004%
11/15/2024 MML Investors Services LLC336,677$39.60M0.1%+11.7%0.356%
11/15/2024 Legacy Investment Solutions LLC542$64K0.0%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC479,666$56.42M1.2%+372.6%0.508%
11/15/2024 World Investment Advisors LLC246,146$28.95M0.2%N/A0.261%
11/15/2024 National Bank of Canada FI23,824$2.80M0.0%+4.1%0.025%
11/15/2024 EP Wealth Advisors LLC20,853$2.45M0.0%+70.8%0.022%
11/15/2024 Weaver Consulting Group9,992$1.18M0.4%+1.8%0.011%
11/15/2024 Stifel Financial Corp153,656$18.07M0.0%-0.4%0.163%
11/15/2024 SageView Advisory Group LLC2,771$326K0.0%-38.5%0.003%
11/15/2024 Quantinno Capital Management LP4,100$482K0.0%-3.0%0.004%
11/15/2024 Parker Investment Management LLC3,980$468K0.1%N/A0.004%
11/15/2024 IHT Wealth Management LLC34,948$4.11M0.1%-0.7%0.037%
11/15/2024 Integrated Wealth Concepts LLC20,275$2.39M0.0%-15.0%0.021%
11/15/2024 HighTower Advisors LLC152,581$17.97M0.0%+26.2%0.162%
11/15/2024 Hilltop Holdings Inc.3,282$386K0.0%-2.6%0.003%
11/15/2024 Ascent Group LLC3,261$384K0.0%+16.3%0.003%
11/15/2024 FSA Wealth Management LLC563$66K0.0%N/A0.001%
11/14/2024 Kitching Partners LLC2,867$337K0.5%-17.8%0.003%
11/14/2024 NCM Capital Management LLC13,491$1.59M0.8%-1.1%0.014%
11/14/2024 Acropolis Investment Management LLC1,425$168K0.0%N/A0.002%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/14/2024 Flow Traders U.S. LLC3,404$400K0.0%-90.4%0.004%
11/14/2024 Captrust Financial Advisors91,631$10.78M0.0%-1.4%0.097%
11/14/2024 Rockefeller Capital Management L.P.198,858$23.39M0.1%-2.6%0.211%
11/14/2024 Financial Counselors Inc.7,922$932K0.0%+25.9%0.008%
11/14/2024 Fiduciary Trust Co5,384$633K0.0%N/A0.006%
11/14/2024 Providence Capital Advisors LLC274$32K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC3,721$438K0.0%+43.8%0.004%
11/13/2024 Glenmede Trust Co. NA73,084$8.60M0.0%+4.7%0.077%
11/13/2024 Townsquare Capital LLC22,123$2.60M0.0%-14.1%0.023%
11/13/2024 BNP Paribas Financial Markets245,200$28.84M0.0%+24.7%0.260%
11/13/2024 Shum Financial Group Inc.3,094$369K0.3%N/A0.003%
11/13/2024 Avestar Capital LLC10,100$1.19M0.1%-1.0%0.011%
11/13/2024 FMR LLC550,464$64.75M0.0%+1.7%0.583%
11/13/2024 Patton Albertson Miller Group LLC11,970$1.41M0.2%-13.2%0.013%
11/13/2024 Private Trust Co. NA7,170$843K0.1%+9.3%0.008%
11/13/2024 Hancock Whitney Corp1,778$209K0.0%-44.4%0.002%
11/12/2024 Cahill Financial Advisors Inc.33,081$3.89M0.5%-0.3%0.035%
11/12/2024 Centaurus Financial Inc.1,486$175K0.0%+28.1%0.002%
11/12/2024 StoneX Group Inc.36,738$4.32M0.4%+2.8%0.039%
11/12/2024 Lane & Associates LLC21,193$2.49M1.4%+10.1%0.022%
11/12/2024 Kingsview Wealth Management LLC14,358$1.69M0.0%+8.1%0.015%
11/12/2024 Cerity Partners LLC43,834$5.16M0.0%+4.4%0.046%
11/12/2024 Great Valley Advisor Group Inc.3,138$369K0.0%N/A0.003%
11/12/2024 Flagstar Advisors Inc.6,145$723K0.2%+9.9%0.007%
11/12/2024 Concorde Asset Management LLC3,688$434K0.2%+75.6%0.004%
11/12/2024 Smithfield Trust Co74,698$8.78M0.4%-0.2%0.079%
11/9/2024 LPL Financial LLC2,236,027$263.00M0.1%+13.7%2.367%
11/8/2024 King Luther Capital Management Corp16,687$1.96M0.0%-8.3%0.018%
11/8/2024 Citizens Financial Group Inc. RI69,810$8.21M0.2%+48.3%0.074%
11/8/2024 Moors & Cabot Inc.1,819$214K0.0%-5.2%0.002%
11/8/2024 First Horizon Advisors Inc.1,372$161K0.0%+29.2%0.001%
11/8/2024 Howe & Rusling Inc.9,605$1.13M0.1%-3.9%0.010%
11/8/2024 PNC Financial Services Group Inc.48,904$5.75M0.0%-13.2%0.052%
11/8/2024 Banque Cantonale Vaudoise320$38K0.0%-72.6%0.000%
11/8/2024 SouthState Corp6,193$728K0.1%-7.2%0.007%
11/8/2024 Fifth Third Wealth Advisors LLC3,990$469K0.0%N/A0.004%
11/8/2024 Prospera Financial Services Inc8,169$962K0.0%+15.0%0.009%
11/7/2024 Wharton Business Group LLC171,822$20.21M0.9%-22.5%0.182%
11/7/2024 MAI Capital Management4,732$557K0.0%-4.9%0.005%
11/7/2024 AMG National Trust Bank17,278$2.03M0.1%-47.9%0.018%
11/7/2024 Thrivent Financial for Lutherans258,144$30.36M0.1%-7.9%0.273%
11/7/2024 Claro Advisors LLC7,749$911K0.1%-9.3%0.008%
11/6/2024 Straight Path Wealth Management9,317$1.10M0.5%+1.1%0.010%
11/6/2024 Archer Investment Corp9,068$1.07M0.3%+1.3%0.010%
11/6/2024 OneDigital Investment Advisors LLC10,497$1.24M0.0%+3.0%0.011%
11/6/2024 Kapstone Financial Advisors LLC104,883$12.28M7.4%-0.2%0.111%
11/6/2024 Curi RMB Capital LLC1,750$206K0.0%N/A0.002%
11/6/2024 D Orazio & Associates Inc.9,085$1.07M0.2%-23.3%0.010%
11/6/2024 Kovack Advisors Inc.10,196$1.20M0.1%+1.7%0.011%
11/6/2024 Oppenheimer & Co. Inc.4,329$509K0.0%+10.3%0.005%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/5/2024 Simmons Bank182,726$21.49M1.6%-2.1%0.193%
11/5/2024 First Heartland Consultants Inc.7,910$930K0.1%+3.4%0.008%
11/5/2024 Apollon Financial LLC7,890$928K0.3%-2.5%0.008%
11/5/2024 Harbour Investments Inc.8,581$1.01M0.0%-1.7%0.009%
11/5/2024 Nations Financial Group Inc. IA ADV18,641$2.19M0.2%+4.0%0.020%
11/4/2024 Jaffetilchin Investment Partners LLC15,199$1.79M0.1%+3.8%0.016%
11/4/2024 GDS Wealth Management5,315$625K0.1%-96.9%0.006%
11/4/2024 Beam Wealth Advisors Inc.197,716$23.26M7.0%+1.2%0.209%
11/4/2024 Patten & Patten Inc. TN7,295$858K0.1%+12.1%0.008%
11/4/2024 Ridgecrest Wealth Partners LLC13,157$1.55M0.8%-4.4%0.014%
(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, 790 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), Meiji Yasuda Life Insurance Co ($331.53M), Morgan Stanley ($302.98M), Wells Fargo & Company MN ($275.15M), and LPL Financial LLC ($263.00M).Learn more on HDV's institutional investors.

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

Of the 647 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: Wells Fargo & Company MN ($2.23M), Meiji Yasuda Life Insurance Co ($1.78M), Cowa LLC ($1.50M), Bank of America Corp DE ($1.29M), Houlihan Financial Resource Group Ltd. ($1.12M), Orion Portfolio Solutions LLC ($787.01K), and Advisor Group Holdings Inc. ($683.88K).

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

Institutional investors have bought a total of 23,304,793 shares in the last 24 months. This purchase volume represents approximately $2.43B in transactions.

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

Of the 525 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. ($6.99M), Truist Financial Corp ($3.74M), Cowa LLC ($1.50M), CWM LLC ($1.15M), Houlihan Financial Resource Group Ltd. ($1.12M), LPL Financial LLC ($1.06M), and UBS Group AG ($861.41K).

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

Institutional investors have sold a total of 29,954,845 shares in the last 24 months. This volume of shares sold represents approximately $3.07B in transactions.



This page (NYSEARCA:HDV) was last updated on 12/22/2024 by MarketBeat.com Staff
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