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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$117.28
+0.20 (+0.17%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core High Dividend ETF (NYSEARCA:HDV)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$869.72M
Number of
Institutional Sellers
(last 12 months)
351
Total
Institutional Outflows
(last 12 months)
$621.07M
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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
11/4/2024Jaffetilchin Investment Partners LLC15,199$1.79M0.1%+3.8%0.016%
11/4/2024GDS Wealth Management5,315$625K0.1%-96.9%0.006%
11/4/2024Beam Wealth Advisors Inc.197,716$23.26M7.0%+1.2%0.209%
11/4/2024Patten & Patten Inc. TN7,295$858K0.1%+12.1%0.008%
11/4/2024Ridgecrest Wealth Partners LLC13,157$1.55M0.8%-4.4%0.014%
11/4/2024Ashton Thomas Securities LLC15,270$1.80M0.3%+8.3%0.016%
11/4/2024Tyler Stone Wealth Management2,980$351K0.1%+100.3%0.003%
11/4/2024Round Rock Advisors LLC1,771$208K0.0%N/A0.002%
11/4/2024Colonial River Investments LLC9,538$1.12M0.6%N/A0.010%
11/4/2024Mayflower Financial Advisors LLC24,826$2.92M0.4%-0.5%0.026%
11/4/2024Axxcess Wealth Management LLC17,876$2.10M0.1%+114.4%0.019%
11/4/2024Sigma Planning Corp58,371$6.87M0.2%+12.7%0.062%
11/2/2024 Summit Wealth & Retirement Planning Inc.4,045$476K0.2%+3.8%0.004%
11/1/2024 GSG Advisors LLC18,726$2.21M0.7%+4.0%0.020%
11/1/2024 Atria Investments Inc75,222$8.85M0.1%-4.3%0.080%
11/1/2024 Essex Savings Bank2,427$285K0.1%N/A0.003%
11/1/2024 Tompkins Financial Corp450$53K0.0%N/A0.000%
11/1/2024 Cowa LLC52,673$6.20M2.9%-9.5%0.056%
11/1/2024 Assetmark Inc.260$31K0.0%-90.1%0.000%
11/1/2024 Townsend & Associates Inc371,945$44.28M4.5%+1.8%0.394%
11/1/2024 Leavell Investment Management Inc.6,371$749K0.0%+2.4%0.007%
11/1/2024 Strategic Family Wealth Counselors L.L.C.37,042$4.36M1.5%+25.4%0.039%
11/1/2024 Comprehensive Financial Consultants Institutional Inc.8,989$1.06M0.4%-4.2%0.010%
10/31/2024 TFB Advisors LLC2,155$253K0.1%N/A0.002%
10/31/2024 Dudley Capital Management LLC1,882$221K0.1%N/A0.002%
10/31/2024 Global Strategic Investment Solutions LLC103,611$12.19M1.4%+0.7%0.110%
10/31/2024 JB Capital LLC5,614$660K0.0%-21.1%0.006%
10/31/2024 Walkner Condon Financial Advisors LLC15,329$1.80M0.4%-0.8%0.016%
10/31/2024 Advisor Resource Council4,978$586K0.3%N/A0.005%
10/31/2024 Graypoint LLC94,053$11.06M0.7%-1.1%0.100%
10/31/2024 Concurrent Investment Advisors LLC2,720$320K0.0%+6.9%0.003%
10/30/2024 Centennial Wealth Advisory LLC32,602$3.84M1.5%N/A0.035%
10/30/2024 Armor Investment Advisors LLC1,833$216K0.1%N/A0.002%
10/30/2024 NorthRock Partners LLC3,857$454K0.0%-3.2%0.004%
10/30/2024 United Advisor Group LLC1,871$220K0.0%N/A0.002%
10/30/2024 Madden Advisory Services Inc.14,255$1.68M0.8%+5.6%0.015%
10/30/2024 Moloney Securities Asset Management LLC16,685$1.96M0.3%-3.1%0.018%
10/29/2024 Latitude Advisors LLC2,852$335K0.2%+10.5%0.003%
10/29/2024 Janney Montgomery Scott LLC680,602$80.05M0.2%+2.5%0.721%
10/29/2024 Janney Capital Management LLC45,329$5.33M0.4%-2.0%0.048%
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10/29/2024 Realta Investment Advisors2,890$345K0.2%-76.9%0.003%
10/29/2024 Chicago Partners Investment Group LLC3,254$387K0.0%-9.4%0.003%
10/29/2024 Farther Finance Advisors LLC3,475$408K0.0%+5.4%0.004%
10/28/2024 Gladstone Institutional Advisory LLC16,281$1.92M0.1%+0.8%0.017%
10/28/2024 Creative Financial Designs Inc. ADV550$65K0.0%-13.8%0.001%
10/28/2024 Principal Securities Inc.192,255$22.61M0.5%+705.5%0.204%
10/28/2024 Stephens Inc. AR18,363$2.16M0.0%+1.8%0.019%
10/28/2024 Baron Silver Stevens Financial Advisors LLC30,165$3.55M0.6%-7.3%0.032%
10/28/2024 US Bancorp DE16,453$1.94M0.0%+17.4%0.017%
10/28/2024 Goldstone Financial Group LLC19,953$2.35M0.4%N/A0.021%
10/25/2024 Financial Advocates Investment Management13,377$1.57M0.1%+7.6%0.014%
10/25/2024 Pinnacle Associates Ltd.10,720$1.26M0.0%+13.1%0.011%
10/25/2024 Creekmur Asset Management LLC5,372$632K0.1%-4.5%0.006%
10/25/2024 Lodestar Private Asset Management LLC2,691$316K0.0%+4.7%0.003%
10/25/2024 Valmark Advisers Inc.11,287$1.33M0.0%-3.2%0.012%
10/25/2024 PBMares Wealth Management LLC2,299$270K0.1%-41.4%0.002%
10/25/2024 Integrated Advisors Network LLC6,449$759K0.0%-4.2%0.007%
10/25/2024 Fortitude Family Office LLC2,080$245K0.1%N/A0.002%
10/25/2024 Gateway Wealth Partners LLC3,644$429K0.1%-48.5%0.004%
10/24/2024 Morton Brown Family Wealth LLC24,943$2.93M1.0%-0.7%0.026%
10/24/2024 Concord Wealth Partners13,918$1.64M0.3%+6.4%0.015%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,080$598K0.1%+27.5%0.005%
10/24/2024 Baker Tilly Wealth Management LLC1,860$219K0.1%-82.9%0.002%
10/24/2024 TruNorth Capital Management LLC18,487$2.17M0.6%-9.7%0.020%
10/24/2024 J.W. Cole Advisors Inc.27,405$3.22M0.1%+0.5%0.029%
10/24/2024 Ellis Investment Partners LLC23,957$2.82M0.5%-0.8%0.025%
10/24/2024 Valley National Advisers Inc.1,812$212K0.0%+37.8%0.002%
10/24/2024 Capital Advisors Ltd. LLC35,440$4.17M0.5%-2.1%0.038%
10/24/2024 Modera Wealth Management LLC3,512$413K0.0%+5.7%0.004%
10/24/2024 Wealth Enhancement Advisory Services LLC245,873$28.92M0.1%-0.2%0.260%
10/24/2024 PFG Investments LLC11,741$1.38M0.1%+17.9%0.012%
10/24/2024 NorthCrest Asset Manangement LLC2,500$294K0.0%N/A0.003%
10/24/2024 Arkadios Wealth Advisors25,853$3.04M0.2%-3.0%0.027%
10/23/2024 Parcion Private Wealth LLC1,900$223K0.0%N/A0.002%
10/23/2024 Allworth Financial LP18,814$2.21M0.0%-12.1%0.020%
10/23/2024 Court Place Advisors LLC14,257$1.68M0.5%-0.8%0.015%
10/23/2024 Burke & Herbert Bank & Trust Co.32,415$3.81M0.9%-1.4%0.034%
10/23/2024 Element Wealth LLC8,785$1.03M0.5%-8.0%0.009%
10/23/2024 Tectonic Advisors LLC5,364$631K0.0%-1.8%0.006%
10/23/2024 Jackson Wealth Management LLC24,641$2.90M0.3%+70.7%0.026%
10/23/2024 CENTRAL TRUST Co1,203$141K0.0%+354.0%0.001%
10/23/2024 Romano Brothers AND Company8,205$965K0.1%+2.5%0.009%
10/22/2024 International Assets Investment Management LLC281,875$33.15M0.0%+13,316.2%0.298%
10/22/2024 Foundry Financial Group Inc.44,655$5.25M3.3%-3.4%0.047%
10/22/2024 Private Advisor Group LLC114,629$13.48M0.1%+5.4%0.121%
10/22/2024 Symphony Financial Ltd. Co.1,967$230K0.0%N/A0.002%
10/22/2024 Eastern Bank545$64K0.0%N/A0.001%
10/21/2024 Vicus Capital4,372$514K0.0%+27.4%0.005%
10/21/2024 Sweeney & Michel LLC133,052$15.88M6.3%-2.9%0.141%
10/21/2024 Whittier Trust Co. of Nevada Inc.19,482$2.29M0.1%+121.3%0.021%
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10/19/2024Godsey & Gibb Inc.26,558$3.12M0.3%+3.9%0.028%
10/19/2024McClarren Financial Advisors Inc.333$39K0.0%+53.5%0.000%
10/19/2024OLD National Bancorp IN34,055$4.01M0.1%-0.6%0.036%
10/19/2024Bernardo Wealth Planning LLC25,672$3.06M0.7%-1.2%0.027%
10/19/2024New Century Financial Group LLC7,755$912K0.3%N/A0.008%
10/18/2024Embree Financial Group41,387$4.87M0.9%-4.0%0.044%
10/18/2024KFA Private Wealth Group LLC6,133$721K0.3%-12.8%0.006%
10/18/2024Commonwealth Equity Services LLC795,914$93.62M0.1%+0.9%0.843%
10/18/2024Raymond James & Associates266,194$31.31M0.0%+1.7%0.282%
10/18/2024KMG Fiduciary Partners LLC2,974$350K0.0%-4.7%0.003%
(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, 813 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 BlackRock Inc. ($233.09M).Learn more on HDV's institutional investors.

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

Of the 669 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 ($2.08M), Cowa LLC ($1.50M), Bank of America Corp DE ($1.29M), Houlihan Financial Resource Group Ltd. ($1.16M), Advisor Group Holdings Inc. ($683.88K), and Truist Financial Corp ($584.87K).

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

Institutional investors have bought a total of 23,811,278 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

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

Of the 538 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. ($11.48M), 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 ($893.44K).

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

Institutional investors have sold a total of 35,914,617 shares in the last 24 months. This volume of shares sold represents approximately $3.61B in transactions.


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This page (NYSEARCA:HDV) was last updated on 11/5/2024 by MarketBeat.com Staff
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