Who Owns iShares Core High Dividend ETF (HDV)?Hedge Fund & Institutional Holders

$135.76+0.54 (+0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$108.41$116.35$124.30$132.24$140.18Sep 24Jun 25Mar 26

HDV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+70K+$546.5B
JONES FINANCIAL COMPANIES LLLPNew Position+871K+$105.0B
SECURIAN ASSET MANAGEMENT, INCNew Position+755K+$91.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+644K+$78.0B
SBI Securities Co., Ltd.New Position+238K+$28.9B
Simmons BankNew Position+196K+$23.8B
VAUGHAN & Co SECURITIES, INC.New Position+186K+$22.6B
WELLS FARGO & COMPANY/MNIncreased+174K+$18.9B
MILLENNIUM MANAGEMENT LLCNew Position+142K+$17.0B
Atwater Malick LLCNew Position+122K+$14.8B
Lantz Financial LLCNew Position+110K+$13.3B
FAS Wealth Partners, Inc.New Position+90K+$11.0B
COURIER CAPITAL LLCNew Position+90K+$10.9B
SteelPeak Wealth, LLCNew Position+87K+$10.6B
GLENMEDE TRUST CO NANew Position+91K+$10.0B

HDV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
M&T BANK CORPDecreased-695K-$85.5B
Mariner, LLCDecreased-16K-$55.8B
MML INVESTORS SERVICES, LLCDecreased-17K-$39.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-206K-$29.0B
Creative PlanningDecreased-25K-$21.9B
Waverly Advisors, LLCDecreased-6K-$20.8B
Caldwell Trust CoDecreased-131K-$12.3B
Glenmede Investment Management, LPClosed Position-89K-$10.9B
JPMORGAN CHASE & CODecreased-58K-$10.5B
GOLDMAN SACHS GROUP INCDecreased-74K-$9.5B
Integrated Wealth Concepts LLCDecreased-2K-$3.4B
RENAISSANCE TECHNOLOGIES LLCDecreased-23K-$3.4B
PNC FINANCIAL SERVICES GROUP, INC.Decreased-43-$2.8B
CITADEL ADVISORS LLCClosed Position-20K-$2.5B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-194-$2.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/2,137,656$259.0B0.02%Share
2BANK OF AMERICA CORP /DE/1,743,580$212.0B0.02%Share
3UBS Group AG1,447,026$176.0B0.03%Share
4JPMORGAN CHASE & CO1,170,363$142.0B0.01%Share
5ROYAL BANK OF CANADA1,008,835$122.0B0.02%Share
6WELLS FARGO & COMPANY/MN921,116$112.0B0.02%Share
7JONES FINANCIAL COMPANIES LLLP863,894$105.0B0.06%Share
8SECURIAN ASSET MANAGEMENT, INC754,802$91.8B3.48%Share
9AMERIPRISE FINANCIAL INC734,328$89.0B0.02%Share
10RAYMOND JAMES FINANCIAL INC661,301$80.0B0.02%Share
11COMMONWEALTH EQUITY SERVICES, LLC643,678$78.0B0.10%Share
12WELLS FARGO & COMPANY/MN620,113$75.0B0.01%Share
13BANK OF AMERICA CORP /DE/621,887$75.0B0.01%Share
14FMR LLC492,944$59.0B0.00%Share
15LBMC INVESTMENT ADVISORS, LLC456,776$55.5B3.42%Share
16CITADEL ADVISORS LLC456,000$55.0B0.01%Call
17OSAIC HOLDINGS, INC.348,694$42.0B0.06%Share
18Steward Partners Investment Advisory, LLC296,114$36.0B0.20%Share
19RAYMOND JAMES FINANCIAL INC296,386$36.0B0.01%Share
20ALLIANCEBERNSTEIN L.P.273,247$33.0B0.01%Share
21SBI Securities Co., Ltd.237,854$28.9B0.74%Share
22REGIMEN WEALTH, LLC228,736$27.8B8.13%Share
23Rockefeller Capital Management L.P.205,374$24.0B0.04%Share
24Simmons Bank193,497$23.5B1.57%Share
25Wharton Business Group, LLC191,023$23.2B0.88%Share
26IFP Advisors, Inc193,356$23.0B0.52%Share
27VAUGHAN & Co SECURITIES, INC.186,061$22.6B11.70%Share
28SWEENEY & MICHEL, LLC152,699$21.3B6.27%Share
29STIFEL FINANCIAL CORP173,831$21.0B0.02%Share
30MILLENNIUM MANAGEMENT LLC141,786$17.0B0.01%Share
31COMERICA BANK138,940$16.9B0.07%Share
32Orion Porfolio Solutions, LLC137,115$16.0B0.12%Share
33Atwater Malick LLC121,921$14.8B4.09%Share
34Lantz Financial LLC109,545$13.3B2.81%Share
35ROYAL BANK OF CANADA114,302$13.0B0.00%Share
36Private Advisor Group, LLC108,085$13.0B0.06%Share
37Kapstone Financial Advisors LLC99,257$12.1B6.00%Share
38Wealthspire Advisors, LLC98,412$11.0B0.09%Share
39GOLDMAN SACHS GROUP INC90,465$11.0B0.00%Share
40FAS Wealth Partners, Inc.90,109$11.0B0.71%Share
41COURIER CAPITAL LLC89,798$10.9B0.61%Share
42KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC88,361$10.7B0.03%Share
43SteelPeak Wealth, LLC86,786$10.6B0.34%Share
44GLENMEDE TRUST CO NA85,230$10.0B0.05%Share
45Atria Investments, Inc88,574$10.0B0.11%Share
46Financial Perspectives, Inc74,187$9.0B2.43%Share
47Smartleaf Asset Management LLC75,908$9.0B0.34%Share
48Base Wealth Management LLC68,775$8.4B4.50%Share
49Forefront Analytics, LLC67,058$8.2B7.20%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP70,619$8.0B0.00%Share

HDV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025786$2.9T+355
Q3 2025431$2.4T-262
Q2 2025693$3.6T-70
Q1 2025763$4.1T+141
Q4 2024622$45.2T+137
Q3 2024485$1126.4T+19
Q2 2024466$483.1T+17
Q1 2024449$484.9T—

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As of Q4 2025, 50 institutional investors hold HDV (iShares Core High Dividend ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $259.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HDV?

As of Q4 2025, 50 institutional investors report holding HDV (iShares Core High Dividend ETF) in their 13F filings.

Who is the largest institutional holder of HDV?

The largest institutional holder of HDV is BANK OF AMERICA CORP /DE/ with $259.0B in shares.

Is institutional ownership of HDV increasing or decreasing?

This quarter, 13 institutions opened new positions in HDV and 2 closed their positions.