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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$121.92 -0.54 (-0.44%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$121.94 +0.02 (+0.01%)
As of 09/5/2025 05:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
519
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$1.23B
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.332,253$38.95M0.1%-2.4%0.355%
8/28/2025 Midwestern Financial LLC IA2,962$347K0.3%N/A0.003%
8/27/2025 Orion Porfolio Solutions LLC89,882$10.53M0.1%-3.2%0.096%
8/26/2025 Thrivent Financial for Lutherans8,673$1.02M0.0%-95.4%0.009%
8/25/2025 Silverlake Wealth Management LLC4,160$487K0.1%N/A0.004%
8/20/2025 Coppell Advisory Solutions LLC3,708$433K0.1%-26.9%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.4,921$577K0.0%N/A0.005%
8/19/2025 Newbridge Financial Services Group Inc.3,993$468K0.1%+1,550.0%0.004%
8/19/2025 Advisory Services Network LLC141,620$16.75M0.3%+18.4%0.151%
8/19/2025 Anchor Investment Management LLC10,377$1.22M0.1%+4.8%0.011%
8/19/2025 Asset Dedication LLC695$81K0.0%+4,533.3%0.001%
8/19/2025 Hohimer Wealth Management LLC8,139$954K0.2%-1.7%0.009%
8/18/2025 Tyler Stone Wealth Management3,590$421K0.1%+20.2%0.004%
8/18/2025 Geneos Wealth Management Inc.3,624$425K0.0%+4.9%0.004%
8/15/2025 Tower Research Capital LLC TRC 14,141$1.66M0.0%+282,720.0%0.015%
8/15/2025 Rakuten Securities Inc.216$25K0.0%+101.9%0.000%
8/15/2025 Corient Private Wealth LLC15,937$1.87M0.0%-61.7%0.017%
8/15/2025 Equitable Holdings Inc.36,190$4.24M0.0%+2.1%0.039%
8/15/2025 Northeast Financial Consultants Inc28,556$3.35M0.1%-0.6%0.031%
8/15/2025 Captrust Financial Advisors91,856$10.76M0.0%-0.6%0.098%
8/15/2025 Visionary Wealth Advisors2,414$283K0.0%+16.3%0.003%
8/15/2025 Two Sigma Securities LLC9,798$1.15M0.1%N/A0.010%
8/15/2025 Talisman Wealth Advisors LLC9,502$1.11M1.0%+20.1%0.010%
8/15/2025 Smartleaf Asset Management LLC9,195$1.07M0.1%+1,301.7%0.010%
8/15/2025 Snowden Capital Advisors LLC11,738$1.38M0.0%+1.7%0.013%
8/15/2025 Oxford Financial Group LTD. LLC835$98K0.0%-45.6%0.001%
8/15/2025 Orion Porfolio Solutions LLC20,819$2.44M0.0%-77.6%0.022%
8/15/2025 MML Investors Services LLC327,360$38.36M0.1%+7.8%0.350%
8/15/2025 Mission Creek Capital Partners Inc.4,482$525K0.1%-3.2%0.005%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.85,364$10.00M1.7%-35.9%0.091%
8/15/2025 Houlihan Financial Resource Group Ltd.38,069$4.48M1.9%-1.0%0.041%
8/15/2025 IHT Wealth Management LLC33,389$3.91M0.1%-3.5%0.036%
8/15/2025 Gallagher Fiduciary Advisors LLC76,477$8.96M0.0%-0.3%0.082%
8/15/2025 EP Wealth Advisors LLC13,094$1.53M0.0%-1.3%0.014%
8/15/2025 Curi Capital LLC7,996$937K0.0%+356.9%0.009%
8/15/2025 BNP Paribas Financial Markets947$111K0.0%-90.3%0.001%
8/15/2025 BTG Pactual Asset Management US LLC2,122$249K0.0%-36.4%0.002%
8/15/2025 Bank of America Corp DE4,501,871$527.48M0.0%+3.6%4.815%
8/15/2025 Ameriprise Financial Inc.637,677$74.61M0.0%+1.5%0.682%
8/14/2025 Raymond James Financial Inc.918,491$107.62M0.0%-6.4%0.981%
8/14/2025 Diversify Wealth Management LLC2,291$276K0.0%N/A0.002%
8/14/2025 Diversify Advisory Services LLC3,390$408K0.0%N/A0.004%
8/14/2025 Alliancebernstein L.P.256,129$30.01M0.0%-4.1%0.273%
8/14/2025 Kitching Partners LLC1,991$233K0.2%-26.3%0.002%
8/14/2025 Operose Advisors LLC9,215$1.08M0.3%+36.2%0.010%
8/14/2025 FAS Wealth Partners Inc.83,849$9.83M0.7%+0.5%0.090%
8/14/2025 Frisch Financial Group Inc.20,837$2.44M0.6%-19.0%0.022%
8/14/2025 NewEdge Advisors LLC30,413$3.56M0.0%+10.8%0.032%
8/14/2025 Qube Research & Technologies Ltd42,999$5.04M0.0%-31.4%0.046%
8/14/2025 Vertex Planning Partners LLC2,598$304K0.1%-3.2%0.003%
8/14/2025 Cary Street Partners Financial LLC2,278$267K0.0%N/A0.002%
8/14/2025 Cerity Partners LLC34,764$4.07M0.0%-40.1%0.037%
8/14/2025 Federated Hermes Inc.14,560$1.71M0.0%-5.5%0.016%
8/13/2025 Per Stirling Capital Management LLC.12,213$1.43M0.2%-7.4%0.013%
8/13/2025 Shepherd Financial Partners LLC2,408$282K0.0%N/A0.003%
8/13/2025 StoneX Group Inc.42,195$4.94M0.2%-1.7%0.045%
8/13/2025 Cresset Asset Management LLC15,925$1.87M0.0%-1.7%0.017%
8/13/2025 Strategic Family Wealth Counselors L.L.C.36,302$4.25M1.2%+4.5%0.039%
8/13/2025 Capital Advisors Wealth Management LLC104,075$12.19M1.9%+781.8%0.111%
8/13/2025 Brown Advisory Inc.8,957$1.05M0.0%-2.2%0.010%
8/13/2025 Baird Financial Group Inc.25,693$3.01M0.0%+10.9%0.027%
8/13/2025 CW Advisors LLC12,760$1.50M0.0%+110.3%0.014%
8/13/2025 WCG Wealth Advisors LLC21,224$2.49M0.2%-3.6%0.023%
8/13/2025 Beacon Pointe Advisors LLC5,382$631K0.0%+3.9%0.006%
8/13/2025 Wellspring Financial Advisors LLC11,905$1.40M0.0%+2.9%0.013%
8/13/2025 M&T Bank Corp742,387$86.99M0.3%+1.8%0.793%
8/13/2025 Smith Moore & CO.2,720$319K0.0%-19.6%0.003%
8/13/2025 VestGen Advisors LLC8,697$1.04M0.0%-1.1%0.009%
8/13/2025 Bernardo Wealth Planning LLC20,115$2.36M0.5%-1.1%0.021%
8/13/2025 Lido Advisors LLC76,453$8.96M0.0%+3.0%0.082%
8/13/2025 Scotia Capital Inc.21,918$2.57M0.0%+4.5%0.023%
8/13/2025 Northwestern Mutual Wealth Management Co.236,618$27.72M0.0%+39.5%0.253%
8/13/2025 Choreo LLC16,674$1.95M0.0%-7.5%0.018%
8/12/2025 J.W. Cole Advisors Inc.33,467$3.92M0.1%+24.5%0.036%
8/12/2025 Financial Advocates Investment Management4,053$475K0.0%-69.3%0.004%
8/12/2025 Laurel Wealth Advisors LLC27,418$3.21M0.0%+11,617.1%0.029%
8/12/2025 Steward Partners Investment Advisory LLC287,213$33.65M0.3%+2.7%0.307%
8/12/2025 South Plains Financial Inc.2,805$329K0.2%+10.2%0.003%
8/12/2025 Jaffetilchin Investment Partners LLC14,822$1.74M0.1%+0.6%0.016%
8/12/2025 Quadcap Wealth Management LLC10,517$1.23M0.2%-2.0%0.011%
8/12/2025 CreativeOne Wealth LLC2,379$279K0.0%-4.6%0.003%
8/12/2025Jefferies Financial Group Inc.32,152$3.77M0.0%-2.1%0.034%
8/12/2025 Global Retirement Partners LLC50,922$5.97M0.1%N/A0.054%
8/12/2025 Eley Financial Management Inc3,512$412K0.2%-3.8%0.004%
8/12/2025 Coldstream Capital Management Inc.3,648$427K0.0%-4.5%0.004%
8/12/2025 Tableaux LLC8,141$954K0.1%N/A0.009%
8/12/2025 AlphaCore Capital LLC1,537$180K0.0%+56.0%0.002%
8/12/2025 Sfmg LLC2,986$350K0.0%+12.1%0.003%
8/12/2025 Kohmann Bosshard Financial Services LLC158,884$18.62M2.1%+3.6%0.170%
8/12/2025 Franklin Resources Inc.57,420$6.73M0.0%-25.0%0.061%
8/12/2025 White Pine Capital LLC9,405$1.10M0.3%-0.9%0.010%
8/12/2025 MAI Capital Management8,889$1.04M0.0%-4.7%0.009%
8/12/2025 JPMorgan Chase & Co.1,203,661$141.03M0.0%+3.8%1.285%
8/12/2025 Howe & Rusling Inc.13,409$1.57M0.1%+41.6%0.014%
8/12/2025 GDS Wealth Management3,222$378K0.0%-8.9%0.003%
8/11/2025 Intrepid Financial Planning Group LLC12,953$1.52M0.6%-0.7%0.014%
8/11/2025 Wealthspire Advisors LLC92,380$10.82M0.1%+2.7%0.099%
8/11/2025 Dorsey & Whitney Trust CO LLC1,775$208K0.0%N/A0.002%
8/11/2025 Mosaic Family Wealth Partners LLC6,712$786K0.1%-8.8%0.007%
8/11/2025 FSA Wealth Management LLC893$105K0.0%+189.0%0.001%
(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, 836 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($527.48M), Morgan Stanley ($302.98M), LPL Financial LLC ($300.57M), Wells Fargo & Company MN ($233.68M), UBS Group AG ($165.79M), JPMorgan Chase & Co. ($141.03M), and Royal Bank of Canada ($138.85M).Learn more on iShares Core High Dividend ETF's institutional investors.

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

Of the 677 institutional investors that purchased iShares Core High Dividend ETF's 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), OVERSEA CHINESE BANKING Corp Ltd ($1.66M), Raymond James Financial Inc. ($981.45K), Strategic Financial Concepts LLC ($717.25K), Federated Hermes Inc. ($684.54K), and LPL Financial LLC ($627.34K).

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

Institutional investors have bought a total of 11,733,351 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 384 institutional investors that sold iShares Core High Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Meiji Yasuda Life Insurance Co ($2.84M), Envestnet Asset Management Inc. ($2.79M), Orion Portfolio Solutions LLC ($383.50K), Federated Hermes Inc. ($314.06K), International Assets Investment Management LLC ($280.07K), Auto Owners Insurance Co ($264.46K), and Atria Wealth Solutions Inc. ($234.70K).

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

Institutional investors have sold a total of 10,611,092 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


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This page (NYSEARCA:HDV) was last updated on 9/6/2025 by MarketBeat.com Staff
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