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iShares Core High Dividend ETF (HDV) Institutional Ownership

iShares Core High Dividend ETF logo
$120.37 +0.48 (+0.40%)
Closing price 04:10 PM 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)
507
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
8/12/2025JPMorgan Chase & Co.1,203,661$141.03M0.0%+3.8%1.285%
8/12/2025Howe & Rusling Inc.13,409$1.57M0.1%+41.6%0.014%
8/12/2025GDS Wealth Management3,222$378K0.0%-8.9%0.003%
8/11/2025Intrepid Financial Planning Group LLC12,953$1.52M0.6%-0.7%0.014%
8/11/2025Wealthspire Advisors LLC92,380$10.82M0.1%+2.7%0.099%
8/11/2025Dorsey & Whitney Trust CO LLC1,775$208K0.0%N/A0.002%
8/11/2025Mosaic Family Wealth Partners LLC6,712$786K0.1%-8.8%0.007%
8/11/2025FSA Wealth Management LLC893$105K0.0%+189.0%0.001%
8/11/2025Farrow Financial Inc.38,346$4.49M2.7%-1.2%0.041%
8/11/2025Western Wealth Management LLC16,951$1.99M0.1%+1.9%0.018%
8/8/2025 Rockefeller Capital Management L.P.200,311$23.47M0.1%+1.9%0.214%
8/8/2025 Kingsview Wealth Management LLC25,695$3.01M0.1%+87.7%0.027%
8/8/2025 Citizens Financial Group Inc. RI63,009$7.38M0.1%-2.6%0.067%
8/8/2025 Collaborative Wealth Managment Inc.9,725$1.14M0.5%-3.3%0.010%
8/8/2025 Avantax Advisory Services Inc.138,386$16.22M0.1%+10.1%0.148%
8/8/2025 MJP Associates Inc. ADV53,952$6.32M0.9%+6.2%0.058%
8/8/2025 Thoroughbred Financial Services LLC2,293$268K0.0%-18.3%0.002%
8/8/2025 Cetera Investment Advisers359,978$42.18M0.1%+2.8%0.384%
8/8/2025 Creative Planning181,909$21.31M0.0%-10.0%0.194%
8/8/2025 Phoenix Wealth Advisors1,806$212K0.1%-93.4%0.002%
8/8/2025 Schwarz Dygos Wheeler Investment Advisors LLC2,077$243K0.1%+6.9%0.002%
8/8/2025 MV Capital Management Inc.10,526$1.23M0.1%-1.6%0.011%
8/8/2025 D Orazio & Associates Inc.3,899$457K0.1%-39.1%0.004%
8/8/2025 Smithfield Trust Co67,473$7.91M0.4%+2.3%0.072%
8/8/2025 PNC Financial Services Group Inc.55,922$6.55M0.0%-1.0%0.060%
8/8/2025 Apex Wealth Management LLC16,337$1.91M1.5%+0.8%0.017%
8/8/2025 SBI Securities Co. Ltd.242,909$28.46M0.8%-0.3%0.259%
8/7/2025 Allworth Financial LP31,042$3.64M0.0%-1.8%0.033%
8/7/2025 Fountainhead AM LLC4,635$543K0.1%-1.8%0.005%
8/7/2025 Shared Vision Wealth Group LLC1,720$203K0.1%N/A0.002%
8/7/2025 Summit X LLC18,118$2.12M0.4%-6.0%0.019%
8/7/2025 King Luther Capital Management Corp16,285$1.91M0.0%+0.8%0.017%
8/7/2025 PFG Advisors75,852$8.89M0.3%+20.6%0.081%
8/7/2025 Midwest Trust Co6,057$710K0.0%N/A0.006%
8/7/2025 Sound View Wealth Advisors Group LLC7,554$885K0.1%-6.9%0.008%
8/6/2025 Prospera Financial Services Inc9,615$1.13M0.0%+14.2%0.010%
8/6/2025 Decker Retirement Planning Inc.11,196$1.31M0.8%+11,324.5%0.012%
8/6/2025 True Wealth Design LLC482$56K0.0%-15.7%0.001%
8/6/2025 AE Wealth Management LLC14,404$1.69M0.0%+5.0%0.015%
8/6/2025 Legacy Investment Solutions LLC542$64K0.0%N/A0.001%
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8/6/2025 Vestmark Advisory Solutions Inc.2,550$299K0.0%-14.4%0.003%
8/6/2025 Walkner Condon Financial Advisors LLC10,569$1.24M0.2%-19.4%0.011%
8/6/2025 Maltin Wealth Management Inc.50,875$5.96M2.7%+11.5%0.054%
8/6/2025 Atlas Legacy Advisors LLC12,932$1.52M0.3%-28.1%0.014%
8/6/2025 Raelipskie Partnership15,565$1.82M0.8%+4.1%0.017%
8/6/2025 Soltis Investment Advisors LLC7,897$925K0.1%-4.7%0.008%
8/6/2025 Paladin Advisory Group LLC1,654$194K0.1%+44.8%0.002%
8/6/2025 Regimen Wealth LLC227,877$26.70M8.3%-13.5%0.243%
8/6/2025 Commonwealth Equity Services LLC837,859$98.17M0.1%+5.9%0.895%
8/6/2025 SouthState Corp5,698$668K0.0%-6.9%0.006%
8/6/2025 Atlantic Union Bankshares Corp750$88K0.0%N/A0.001%
8/6/2025 Columbia River Financial Group LLC115,531$13.76M8.9%+6.2%0.123%
8/6/2025 Simmons Bank200,913$23.54M1.7%-2.4%0.215%
8/5/2025 GPS Wealth Strategies Group LLC5,169$606K0.1%+43.7%0.006%
8/5/2025 HFG Advisors Inc.17,199$2.02M1.6%+2.9%0.018%
8/5/2025 Claro Advisors LLC8,083$947K0.2%+1.7%0.009%
8/5/2025 Magnolia Capital Advisors LLC2,258$265K0.1%-21.7%0.002%
8/5/2025 Prosperity Consulting Group LLC9,479$1.11M0.1%+16.3%0.010%
8/5/2025 Bank of Montreal Can51,241$6.00M0.0%+12.4%0.055%
8/5/2025 Sigma Planning Corp54,812$6.42M0.2%-6.8%0.059%
8/5/2025 Atlas Private Wealth Advisors36,119$4.23M0.5%+1.2%0.039%
8/4/2025 AlphaStar Capital Management LLC3,254$381K0.0%+12.9%0.003%
8/4/2025 Integrity Alliance LLC.2,508$294K0.0%-64.5%0.003%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,835$567K0.1%-5.0%0.005%
8/4/2025 AMG National Trust Bank18,495$2.17M0.1%+0.9%0.020%
8/4/2025 Kovack Advisors Inc.10,988$1.29M0.1%-2.0%0.012%
8/4/2025 IFG Advisory LLC27,591$3.23M0.2%-7.4%0.029%
8/4/2025 Pinnacle Associates Ltd.8,061$945K0.0%-2.5%0.009%
8/4/2025 Impact Partnership Wealth LLC4,572$536K0.1%-13.3%0.005%
8/4/2025 Atria Investments Inc90,432$10.60M0.1%-1.4%0.097%
8/4/2025 Spire Wealth Management4,463$523K0.0%-4.6%0.005%
8/4/2025 Arkadios Wealth Advisors29,524$3.46M0.1%-0.7%0.032%
8/4/2025 World Investment Advisors25,931$3.04M0.1%-0.8%0.028%
8/4/2025 Flagship Harbor Advisors LLC47,772$5.60M0.3%+251.4%0.051%
8/4/2025 Daymark Wealth Partners LLC5,137$602K0.0%+14.4%0.005%
8/4/2025 Mayflower Financial Advisors LLC25,184$2.95M0.4%+0.6%0.027%
8/4/2025 Wealth Management Associates Inc.21,707$2.54M1.0%+5.1%0.023%
8/4/2025 Human Investing LLC5,390$632K0.1%+77.5%0.006%
8/1/2025 Auto Owners Insurance Co23,800$2.79M0.1%-91.7%0.025%
8/1/2025 GWN Securities Inc.2,667$314K0.1%-45.9%0.003%
8/1/2025 Y Intercept Hong Kong Ltd5,304$621K0.0%N/A0.006%
8/1/2025 Bessemer Group Inc.13,325$1.56M0.0%-14.9%0.014%
8/1/2025 Ashton Thomas Private Wealth LLC3,419$401K0.0%-4.3%0.004%
8/1/2025 OVERSEA CHINESE BANKING Corp Ltd12,581$1.47M0.0%-8.8%0.013%
8/1/2025 American Financial & Tax Strategies Inc.30,806$3.61M1.9%+2.3%0.033%
8/1/2025 Envestnet Asset Management Inc.770,855$90.32M0.0%+2.9%0.824%
7/31/2025 Hixon Zuercher LLC3,969$465K0.2%+4.1%0.004%
7/31/2025 Interchange Capital Partners LLC3,125$366K0.1%-17.9%0.003%
7/31/2025 Brighton Jones LLC2,889$338K0.0%-5.2%0.003%
7/31/2025 Burke & Herbert Bank & Trust Co.32,641$3.83M0.9%+1.7%0.035%
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7/31/2025 Focus Partners Advisor Solutions LLC2,620$307K0.0%+26.0%0.003%
7/31/2025 Keystone Financial Planning Inc.30,144$3.53M1.1%-3.2%0.032%
7/31/2025 180 Wealth Advisors LLC11,988$1.41M0.2%-0.8%0.013%
7/31/2025 Carnegie Investment Counsel2,034$238K0.0%N/A0.002%
7/31/2025 Gallagher Capital Advisors LLC18,514$2.22M1.8%-39.4%0.020%
7/30/2025 Strategic Blueprint LLC2,522$296K0.0%+14.2%0.003%
7/30/2025 Clifford Swan Investment Counsel LLC10,523$1.23M0.0%-2.8%0.011%
7/30/2025 Rehmann Capital Advisory Group15,620$1.83M0.1%+1.7%0.017%
7/30/2025 Dudley Capital Management LLC5,836$684K0.3%+42.5%0.006%
7/30/2025 Onyx Bridge Wealth Group LLC16,313$1.91M0.3%+0.7%0.017%
(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, 824 institutional investors and hedge funds held shares of iShares Core High Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($526.72M), 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 665 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 11,290,318 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 375 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. ($313.22K), 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 10,358,102 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


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This page (NYSEARCA:HDV) was last updated on 8/12/2025 by MarketBeat.com Staff
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