Free Trial
→ Texas approves new currency (From Stansberry Research) (Ad) Free HDV Stock Alerts

iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$119.94 +0.35 (+0.29%)
Closing price 04:10 PM Eastern
Extended Trading
$120.29 +0.35 (+0.29%)
As of 05:08 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
444
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$740.59M
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

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
2/21/2025Vermillion 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%
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%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
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%
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%
NVDA Crash Update (Ad)

An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investors worrying – Is this the end of the great AI bull run?

We've outlined the exact steps to take in a free interview.
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%
2/12/2025 Climber Capital SA6,500$729K0.6%N/A0.007%
2/12/2025 Arete Wealth Advisors LLC5,429$609K0.0%+12.7%0.006%
2/12/2025 World Investment Advisors28,193$3.17M0.1%-6.2%0.030%
2/12/2025 Nottingham Advisors Inc.22,998$2.58M0.3%-31.9%0.024%
2/12/2025 Creekmur Asset Management LLC4,448$499K0.1%-17.2%0.005%
2/12/2025 Private Portfolio Partners LLC2,354$264K0.0%+6.6%0.002%
2/12/2025 StoneX Group Inc.37,427$4.20M0.3%+1.9%0.040%
(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, 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 20,230,504 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

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

Of the 528 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 26,568,004 shares in the last 24 months. This volume of shares sold represents approximately $2.76B in transactions.


Related Companies

This page (NYSEARCA:HDV) was last updated on 2/21/2025 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
Elon “obliterates” Bill Gates?
All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors ...
Altimetry | Sponsored
NVDA Crash Update
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
My 2025 AI Blueprint
I first recommended Bitcoin at $300 in 2013 … before it went up 33,645%. Now, I am revealing my 2025 AI Blu...
Weiss Ratings | Sponsored
Better than Bitcoin – and potentially more profitable
The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin ...
Brownstone Research | Sponsored