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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$119.08 +0.43 (+0.36%)
Closing price 03/24/2025 04:10 PM Eastern
Extended Trading
$119.59 +0.51 (+0.43%)
As of 09:00 AM 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)
443
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$739.53M
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HDV Institutional Buying and Selling by Quarter

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iShares Core High Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth 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%
2/25/2025 Heck Capital Advisors LLC8,896$999K0.1%N/A0.010%
2/25/2025 B. Riley Wealth Advisors Inc.6,835$767K0.0%-62.0%0.007%
2/25/2025 Integrated Advisors Network LLC6,232$700K0.0%-3.4%0.007%
2/24/2025 Liberty Square Wealth Partners LLC18,125$2.12M0.8%N/A0.019%
2/24/2025 Ameriflex Group Inc.433$50K0.0%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.398$45K0.0%N/A0.000%
2/19/2025 Formidable Asset Management LLC26,689$3.00M0.5%-19.8%0.028%
2/19/2025 Columbia River Financial Group LLC105,255$11.82M8.1%N/A0.111%
2/19/2025 WCG Wealth Advisors LLC22,316$2.51M0.2%-3.5%0.024%
2/18/2025 Helium Advisors LLC5,425$609K0.5%N/A0.006%
2/18/2025 Sunbelt Securities Inc.38,891$4.34M0.4%+0.6%0.041%
2/18/2025 Pettinga Financial Advisors LLC3,150$354K0.1%+42.2%0.003%
2/18/2025 Connecticut Wealth Management LLC30,029$3.37M0.2%-0.9%0.032%
2/18/2025 Mosaic Family Wealth Partners LLC7,354$826K0.1%+1.6%0.008%
2/18/2025 Novem Group2,079$233K0.0%N/A0.002%
2/18/2025 First Heartland Consultants Inc.8,411$944K0.1%+6.3%0.009%
2/18/2025 Continuum Advisory LLC4,867$546K0.1%+16.3%0.005%
2/18/2025 Note Advisors LLC2,623$294K0.3%N/A0.003%
2/18/2025 NCM Capital Management LLC13,396$1.50M0.7%-0.7%0.014%
2/18/2025 Talisman Wealth Advisors LLC7,903$887K0.9%+4.5%0.008%
2/17/2025 Waverly Advisors LLC198,317$22.26M0.3%-2.5%0.210%
2/17/2025 Snowden Capital Advisors LLC10,279$1.15M0.0%+1.6%0.011%
2/17/2025 Royal Bank of Canada1,232,570$138.37M0.0%+3.5%1.305%
2/17/2025 Quantinno Capital Management LP3,715$417K0.0%-9.4%0.004%
2/17/2025 NorthRock Partners LLC4,637$521K0.0%+20.2%0.005%
2/17/2025 Measured Risk Portfolios Inc.1,302$146K0.2%N/A0.001%
2/17/2025 MJP 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%
2/17/2025 Focus Partners Wealth12,752$1.43M0.0%-94.1%0.014%
2/17/2025 Forefront Analytics LLC34,438$3.87M1.8%-24.5%0.036%
2/17/2025 Deutsche Bank AG6,186$694K0.0%-23.7%0.007%
2/17/2025 D. E. Shaw & Co. Inc.20,629$2.32M0.0%N/A0.022%
2/17/2025 EP Wealth Advisors LLC13,383$1.50M0.0%-35.8%0.014%
2/17/2025 Colonial Trust Co SC1,358$152K0.0%+10.7%0.001%
2/17/2025 CoreCap Advisors LLC11,619$1.30M0.1%-3.3%0.012%
2/17/2025 Cresset Asset Management LLC16,248$1.82M0.0%-10.9%0.017%
2/17/2025 Cetera Investment Advisers331,889$37.26M0.1%-26.6%0.351%
2/17/2025 Brooks Moore & Associates Inc.4,194$471K0.3%-14.7%0.004%
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2/17/2025 Captrust Financial Advisors92,408$10.37M0.0%+0.8%0.098%
2/17/2025 Beverly Hills Private Wealth LLC2,718$305K0.1%N/A0.003%
2/17/2025 Bank of America Corp DE4,691,930$526.72M0.0%+2.5%4.968%
2/17/2025 BNP Paribas Financial Markets196,118$22.02M0.0%-20.0%0.208%
2/17/2025 Ameriprise Financial Inc.541,296$60.79M0.0%+8.2%0.573%
2/17/2025 Ancora Advisors LLC13,495$1.52M0.0%-10.6%0.014%
2/17/2025 Apex Wealth Management LLC16,105$1.81M1.6%N/A0.017%
2/14/2025 Gallagher Fiduciary Advisors LLC75,880$8.52M1.7%+14.3%0.080%
2/14/2025 South Plains Financial Inc.2,455$276K0.2%N/A0.003%
2/14/2025 Mercer Global Advisors Inc. ADV110,964$12.46M0.0%-32.7%0.117%
2/14/2025 FAS Wealth Partners Inc.84,613$9.50M0.8%+3.2%0.090%
2/14/2025 Eagle Strategies LLC4,354$489K0.1%+6.4%0.005%
2/14/2025 Rehmann Capital Advisory Group15,170$1.70M0.1%-2.2%0.016%
2/14/2025 Kitching Partners LLC2,710$304K0.4%-5.5%0.003%
2/14/2025 Comerica Bank185,114$20.78M0.1%-2.0%0.196%
2/14/2025 Evergreen Wealth Solutions LLC2,088$234K0.2%-15.7%0.002%
2/14/2025 Lido Advisors LLC73,951$8.30M0.0%+22.2%0.078%
2/14/2025 Northern Trust Corp6,011$675K0.0%-2.1%0.006%
2/14/2025 Beacon Pointe Advisors LLC5,061$568K0.0%+13.6%0.005%
2/14/2025 Tudor Investment Corp ET AL38,661$4.34M0.0%N/A0.041%
2/14/2025 Betterment LLC2,521$283K0.0%N/A0.003%
2/14/2025 Mission Creek Capital Partners Inc.4,121$463K0.1%-3.1%0.004%
2/14/2025 Prosperity Consulting Group LLC7,720$867K0.1%+42.8%0.008%
2/14/2025 Coldstream Capital Management Inc.3,803$427K0.0%-11.5%0.004%
2/14/2025 Two Sigma Securities LLC3,868$434K0.1%N/A0.004%
2/14/2025 Integrated Wealth Concepts LLC20,918$2.35M0.0%+3.2%0.022%
2/14/2025 Evercore Wealth Management LLC13,339$1.50M0.0%-1.7%0.014%
2/14/2025 Steel Grove Capital Advisors LLC42,384$4.76M0.7%+1,982.8%0.045%
2/14/2025 IHT Wealth Management LLC36,098$4.05M0.1%+3.3%0.038%
2/14/2025 Stifel Financial Corp225,353$25.30M0.0%+46.7%0.239%
2/14/2025 OneDigital Investment Advisors LLC10,318$1.16M0.0%-1.7%0.011%
2/14/2025 MML Investors Services LLC286,845$32.20M0.1%-14.8%0.304%
2/14/2025 Concourse Financial Group Securities Inc.9,191$1.05M0.1%-4.5%0.010%
2/13/2025 NewEdge Advisors LLC26,562$2.98M0.0%-11.4%0.028%
2/13/2025 Operose Advisors LLC4,783$537K0.2%+5.5%0.005%
2/13/2025 Regal Investment Advisors LLC15,792$1.77M0.1%-2.4%0.017%
2/13/2025 United Capital Financial Advisors LLC14,977$1.68M0.0%-1.9%0.016%
2/13/2025 Anchor Investment Management LLC9,707$1.09M0.1%-2.5%0.010%
2/13/2025 CreativeOne Wealth LLC2,381$267K0.0%-36.0%0.003%
2/13/2025 Mariner LLC424,379$47.64M0.1%+33.3%0.449%
2/13/2025 SageView Advisory Group LLC1,883$211K0.0%-32.0%0.002%
2/13/2025 Synovus Financial Corp13,588$1.53M0.0%-2.1%0.014%
2/13/2025 Sagespring Wealth Partners LLC19,606$2.20M0.0%N/A0.021%
2/13/2025 Townsquare Capital LLC22,324$2.51M0.0%+0.9%0.024%
2/13/2025 Rockefeller Capital Management L.P.205,525$23.07M0.1%+3.4%0.218%
2/13/2025 Concorde Asset Management LLC1,831$206K0.1%-50.4%0.002%
2/13/2025 Jaffetilchin Investment Partners LLC15,811$1.78M0.1%+4.0%0.017%
2/13/2025 Colonial Trust Advisors314$35K0.0%-50.8%0.000%
2/13/2025 Scotia Capital Inc.20,113$2.26M0.0%+0.5%0.021%
2/13/2025 Bessemer Group Inc.15,663$1.76M0.0%-4.3%0.017%
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2/13/2025 Advisory Services Network LLC109,864$12.33M0.2%+8.8%0.116%
2/13/2025 Bank of Montreal Can43,924$4.93M0.0%-40.9%0.047%
2/13/2025 Concentrum Wealth Management1,926$216K0.1%N/A0.002%
2/13/2025 Wellspring Financial Advisors LLC11,488$1.29M0.0%+1.0%0.012%
2/13/2025 Cerity Partners LLC55,796$6.28M0.0%+27.3%0.059%
2/13/2025 Federated Hermes Inc.328,624$36.89M0.1%+331.0%0.348%
2/13/2025 Wedbush Securities Inc.7,013$787K0.0%-4.2%0.007%
2/13/2025 Envestnet Asset Management Inc.697,877$78.34M0.0%-80.0%0.739%
2/13/2025 Perennial Investment Advisors LLC3,378$379K0.0%+4.7%0.004%
2/13/2025 Wells Fargo & Company MN2,081,612$233.68M0.1%+74.6%2.204%
(Data available from 1/1/2016 forward)

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HDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDV shares?

During the previous two years, 817 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 652 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 20,117,988 shares in the last 24 months. This purchase volume represents approximately $2.14B in transactions.

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

Of the 527 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 26,433,274 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.



This page (NYSEARCA:HDV) was last updated on 3/25/2025 by MarketBeat.com Staff
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