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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$114.90 +0.55 (+0.48%)
Closing price 01/17/2025 04:10 PM Eastern
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$115.19 +0.29 (+0.25%)
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Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$784.81M
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$387.07M
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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
1/21/2025Cornerstone Wealth Management LLC5,195$583K0.0%+7.6%0.006%
1/21/2025Brighton Jones LLC3,048$342K0.0%N/A0.003%
1/17/2025 Red Door Wealth Management LLC12,550$1.41M0.2%+4.6%0.013%
1/17/2025 Baron Silver Stevens Financial Advisors LLC30,797$3.46M0.6%+2.1%0.033%
1/17/2025 Teamwork Financial Advisors LLC11,085$1.24M0.2%-32.9%0.012%
1/17/2025 Mutual Advisors LLC14,053$1.61M0.0%-15.7%0.015%
1/17/2025 True North Advisors LLC3,156$354K0.1%N/A0.003%
1/17/2025 Independent Wealth Network Inc.4,208$472K0.2%+13.2%0.004%
1/17/2025 Janney Montgomery Scott LLC718,299$80.64M0.2%+5.5%0.761%
1/17/2025 Janney Capital Management LLC43,295$4.86M0.3%-4.5%0.046%
1/17/2025 Daymark Wealth Partners LLC5,281$593K0.0%-15.9%0.006%
1/17/2025 Phoenix Wealth Advisors6,410$720K0.3%+186.7%0.007%
1/17/2025 Albion Financial Group UT6,044$678K0.0%+9.2%0.006%
1/17/2025 Genesis Private Wealth LLC16,014$1.80M1.0%N/A0.017%
1/17/2025 MCF Advisors LLC6,338$711K0.0%+49.6%0.007%
1/17/2025 Perfromance Wealth Partners LLC2,571$289K0.0%-8.7%0.003%
1/17/2025 Atomi Financial Group Inc.3,897$437K0.0%-57.0%0.004%
1/17/2025 Monterey Private Wealth Inc.2,849$320K0.1%-3.2%0.003%
1/16/2025 Aspiriant LLC2,314$260K0.0%-10.0%0.002%
1/16/2025 Sowa Financial Group Inc.28,453$3.19M2.0%-43.5%0.030%
1/16/2025 Amplius Wealth Advisors LLC6,765$759K0.1%-9.3%0.007%
1/16/2025 Cove Private Wealth LLC3,062$344K0.2%N/A0.003%
1/16/2025 Maltin Wealth Management Inc.45,595$5.12M2.5%+4.3%0.048%
1/16/2025 Ironwood Financial llc16,385$1.84M0.4%+5.9%0.017%
1/16/2025 Annex Advisory Services LLC4,714$529K0.0%N/A0.005%
1/16/2025 Client 1ST Advisory Group LLC3,154$354K0.1%N/A0.003%
1/16/2025 Bernardo Wealth Planning LLC20,402$2.26M0.5%-20.5%0.022%
1/16/2025 Lbmc Investment Advisors LLC464,338$52.13M4.1%-0.1%0.492%
1/15/2025 J2 Capital Management Inc29,415$3.30M3.1%N/A0.031%
1/15/2025 Krilogy Financial LLC10,871$1.22M0.1%-8.1%0.012%
1/15/2025 Ameritas Advisory Services LLC4,603$517K0.0%-3.6%0.005%
1/15/2025 HB Wealth Management LLC156,704$17.59M0.2%+3.3%0.166%
1/15/2025 Trust Co. of Vermont2,106$236K0.0%+212.0%0.002%
1/15/2025 CGN Advisors LLC4,752$533K0.1%+8.2%0.005%
1/15/2025 Arkadios Wealth Advisors28,731$3.23M0.2%+11.1%0.030%
1/15/2025 Atwater Malick LLC3,594$403K0.1%+9.5%0.004%
1/15/2025 LongView Wealth Management5,850$657K0.2%-4.6%0.006%
1/15/2025 Merit Financial Group LLC7,092$796K0.0%-18.7%0.008%
1/15/2025 Everpar Advisors LLC3,541$398K0.2%N/A0.004%
1/15/2025 RDA Financial Network13,333$1.50M0.4%-11.2%0.014%
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1/15/2025 Goldstone Financial Group LLC22,360$2.51M0.4%+12.1%0.024%
1/15/2025 KMG Fiduciary Partners LLC2,882$324K0.0%-3.1%0.003%
1/15/2025 Shulman DeMeo Asset Management LLC34,335$3.85M1.0%-4.1%0.036%
1/15/2025 Cypress Wealth Services LLC3,335$374K0.1%-3.5%0.004%
1/15/2025 Capital Advisors Wealth Management LLC3,916$440K0.1%-17.2%0.004%
1/14/2025 Godsey & Gibb Inc.27,127$3.05M0.3%+2.1%0.029%
1/14/2025 Armstrong Advisory Group Inc.18,527$2.08M0.2%+10.5%0.020%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.435$49K0.0%+28.7%0.000%
1/14/2025 Park Avenue Securities LLC8,257$927K0.0%-68.8%0.009%
1/14/2025 Pines Wealth Management LLC2,143$238K0.1%N/A0.002%
1/14/2025 Sovereign Financial Group Inc.5,542$622K0.1%+21.9%0.006%
1/14/2025 David J Yvars Group4,755$534K0.3%+62.3%0.005%
1/14/2025 180 Wealth Advisors LLC12,248$1.38M0.2%-0.9%0.013%
1/14/2025 GSG Advisors LLC21,754$2.44M0.8%+16.2%0.023%
1/14/2025 Shira Ridge Wealth Management3,711$417K0.2%-37.2%0.004%
1/13/2025 BCS Wealth Management4,517$507K0.1%-8.4%0.005%
1/13/2025 Tsfg LLC3,332$374K0.1%-9.1%0.004%
1/13/2025 Keystone Financial Planning Inc.31,712$3.56M1.1%-1.0%0.034%
1/13/2025 Salem Investment Counselors Inc.665$75K0.0%-13.1%0.001%
1/13/2025 Capital Investment Advisors LLC3,096$348K0.0%-8.2%0.003%
1/13/2025 Brookstone Capital Management3,213$361K0.0%-17.7%0.003%
1/10/2025 Graypoint LLC93,033$10.44M0.6%-1.1%0.098%
1/10/2025 Wealth Enhancement Advisory Services LLC248,681$29.25M0.1%+1.1%0.263%
1/10/2025 Fortitude Family Office LLC2,390$268K0.1%+14.9%0.003%
1/8/2025 Collective Family Office LLC8,595$965K0.3%+13.8%0.009%
1/8/2025 International Assets Investment Management LLC2,382$268K0.0%-99.2%0.003%
1/8/2025 Weaver Consulting Group9,876$1.11M0.3%-1.2%0.010%
1/7/2025 FC Advisory LLC24,465$2.75M0.9%-0.6%0.026%
12/26/2024JPMorgan Chase & Co.1,109,383$130.49M0.0%-1.0%1.175%
12/19/2024Independent Solutions Wealth Management LLC33,840$3.98M0.9%-2.6%0.036%
12/13/2024B. Riley Wealth Advisors Inc.17,996$2.12M0.1%+77.7%0.019%
11/27/2024Franklin Resources Inc.61,085$7.29M0.0%+2.6%0.065%
11/25/2024Wilmington Savings Fund Society FSB7,432$874K0.0%N/A0.008%
11/25/2024World Investment Advisors LLC30,049$3.53M0.1%N/A0.032%
11/25/2024Sanctuary Advisors LLC45,366$5.48M0.0%+8.9%0.048%
11/21/2024Anchor Investment Management LLC9,959$1.17M0.1%+1.2%0.011%
11/20/2024SOA 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%
11/19/2024M&T Bank Corp725,191$85.30M0.3%+1.5%0.768%
11/19/2024Hohimer Wealth Management LLC8,280$974K0.2%-20.9%0.009%
11/18/2024Hobbs Group Advisors LLC766$90K0.0%+27.7%0.001%
11/18/2024Arete Wealth Advisors LLC4,817$566K0.0%+101.2%0.005%
11/18/2024Sunbelt Securities Inc.38,646$4.55M0.4%+16.7%0.041%
11/18/2024Coldstream Capital Management Inc.4,295$505K0.0%+18.1%0.005%
11/15/2024Valued Retirements Inc.2,616$308K0.4%N/A0.003%
11/15/2024Frisch Financial Group Inc.25,699$3.02M0.9%-11.5%0.027%
11/15/2024M&T Bank Corp725,191$85.30M0.2%+1.5%0.768%
11/15/2024Raelipskie Partnership17,505$2.06M1.0%+1.3%0.019%
11/15/2024Continuum Advisory LLC4,184$494K0.1%+43.0%0.004%
11/15/2024MML Investors Services LLC336,677$39.60M0.1%+11.7%0.356%
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11/15/2024Legacy Investment Solutions LLC542$64K0.0%N/A0.001%
11/15/2024Orion Portfolio Solutions LLC479,666$56.42M1.2%+372.6%0.508%
11/15/2024World Investment Advisors LLC246,146$28.95M0.2%N/A0.261%
11/15/2024National Bank of Canada FI23,824$2.80M0.0%+4.1%0.025%
11/15/2024EP 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%
11/15/2024Stifel Financial Corp153,656$18.07M0.0%-0.4%0.163%
11/15/2024SageView Advisory Group LLC2,771$326K0.0%-38.5%0.003%
11/15/2024Quantinno Capital Management LP4,100$482K0.0%-3.0%0.004%
11/15/2024Parker Investment Management LLC3,980$468K0.1%N/A0.004%
(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, 787 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 637 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 23,036,908 shares in the last 24 months. This purchase volume represents approximately $2.41B in transactions.

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

Of the 524 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 30,128,296 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.


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This page (NYSEARCA:HDV) was last updated on 1/21/2025 by MarketBeat.com Staff
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