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Institutional Ownership · SEC Form 13F

Who owns iShares Core High Dividend ETF (HDV)


Which tracked institutional funds hold HDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HDV company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

855
Institutional holders
210M
Shares held (tracked funds)

How the tape is positioned

117 tracked funds added or opened HDV while 88 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

HDV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes HDV more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in HDV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 855 tracked filers holding HDV, 829 increased or opened the position and 112 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in HDV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 24

  • McElhenny Sheffield Capital Management, LLC$17M
  • Global Retirement Partners, LLC$9M
  • MEMBERS CAPITAL ADVISORS INC$7M
  • Virtue Capital Management, LLC$7M
  • NewEdge Advisors, LLC$6M
  • Viaable, LLC$5M

Full exits 37

  • Janney Montgomery Scott LLC$121M
  • CITADEL ADVISORS LLC$117M
  • Cambridge Investment Research Advisors, Inc.$25M
  • PRUDENTIAL PLC$21M
  • Thrivent Financial for Lutherans$21M
  • Columbia River Financial Group, LLC$17M

Largest adds

  • ALLIANCEBERNSTEIN L.P.$165M
  • JONES FINANCIAL COMPANIES LLLP$34M
  • Aptus Capital Advisors, LLC$28M
  • IFP Advisors, Inc$16M
  • Integrated Wealth Concepts LLC$15M
  • LPL Financial LLC$13M

Largest trims

  • BNP PARIBAS FINANCIAL MARKETS$67M
  • AMERIPRISE FINANCIAL INC$41M
  • DAVENPORT & Co LLC$25M
  • FMR LLC$21M
  • Advisory Services Network, LLC$14M
  • SYKON CAPITAL LLC$14M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added20,579,379$564M11.0%2026-Q2
MORGAN STANLEY added17,370,883$476M9.2%2026-Q2
LPL Financial LLC added16,884,985$463M9.0%2026-Q2
UBS Group AG added7,979,758$219M4.2%2026-Q2
WELLS FARGO & COMPANY/MN added7,016,198$192M3.7%2026-Q2
JPMORGAN CHASE & CO added6,638,509$184M3.6%2026-Q2
ROYAL BANK OF CANADA added6,338,436$174M3.4%2026-Q2
JONES FINANCIAL COMPANIES LLLP added6,282,053$175M3.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added6,135,794$168M3.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added4,529,592$124M2.4%2026-Q2
SECURIAN ASSET MANAGEMENT, INC added3,569,010$101M2.0%2026-Q2
Cetera Investment Advisers added3,542,948$97M1.9%2026-Q2
M&T Bank Corp added3,340,337$92M1.8%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added3,178,190$87M1.7%2026-Q2
BlackRock, Inc. added3,147,076$86M1.7%2026-Q2
AMERIPRISE FINANCIAL INC added2,959,921$81M1.6%2026-Q2
TRUIST FINANCIAL CORP added2,883,622$79M1.5%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added2,535,010$69M1.3%2026-Q2
LBMC INVESTMENT ADVISORS, LLC added2,307,284$63M1.2%2026-Q2
Mariner, LLC added2,145,662$59M1.1%2026-Q2
OSAIC HOLDINGS, INC. added2,088,507$57M1.1%2026-Q2
FMR LLC added2,050,948$56M1.1%2026-Q2
MML INVESTORS SERVICES, LLC added1,721,703$47M0.9%2026-Q2
Steward Partners Investment Advisory, LLC added1,490,723$41M0.8%2026-Q2
ALLIANCEBERNSTEIN L.P. added1,470,281$200M3.9%2026-Q2
Private Advisor Group, LLC added1,361,188$37M0.7%2026-Q2
Townsend & Associates, Inc added1,311,868$37M0.7%2026-Q2
IFP Advisors, Inc added1,219,092$33M0.6%2026-Q2
REGIMEN WEALTH, LLC added1,203,858$33M0.6%2026-Q2
SBI Securities Co., Ltd. added1,180,822$32M0.6%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added1,151,334$32M0.6%2026-Q2
Kestra Advisory Services, LLC added1,101,619$30M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,080,660$30M0.6%2026-Q2
Aptus Capital Advisors, LLC added1,016,944$28M0.5%2026-Q2
VAUGHAN & Co SECURITIES, INC. added910,132$25M0.5%2026-Q2
Rockefeller Capital Management L.P. added894,746$25M0.5%2026-Q2
Simmons Bank added872,596$24M0.5%2026-Q2
Atwater Malick LLC added860,904$24M0.5%2026-Q2
Kohmann Bosshard Financial Services, LLC added845,826$23M0.5%2026-Q2
STIFEL FINANCIAL CORP added842,993$23M0.4%2026-Q2
SWEENEY & MICHEL, LLC added836,134$24M0.5%2026-Q2
FIFTH THIRD BANCORP added826,398$23M0.4%2026-Q2
HB Wealth Management, LLC added819,098$22M0.4%2026-Q2
Wharton Business Group, LLC added799,575$22M0.4%2026-Q2
Waverly Advisors, LLC added791,070$22M0.4%2026-Q2
Creative Planning added765,835$21M0.4%2026-Q2
Integrated Wealth Concepts LLC added713,935$20M0.4%2026-Q2
Cerity Partners LLC added684,558$19M0.4%2026-Q2
GOLDMAN SACHS GROUP INC added622,619$17M0.3%2026-Q2
McElhenny Sheffield Capital Management, LLC added620,715$17M0.3%2026-Q2
FRANKLIN RESOURCES INC added594,785$16M0.3%2026-Q2
Lantz Financial LLC added585,336$16M0.3%2026-Q2
Adirondack Capital Advisors, LLC added570,043$16M0.3%2026-Q2
GLENMEDE TRUST CO NA added532,000$15M0.3%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added503,597$14M0.3%2026-Q2
Kapstone Financial Advisors LLC added498,717$14M0.3%2026-Q2
Wealthspire Advisors, LLC added487,499$13M0.3%2026-Q2
Orion Porfolio Solutions, LLC added480,585$13M0.3%2026-Q2
Global Strategic Investment Solutions, LLC added479,931$13M0.3%2026-Q2
COURIER CAPITAL LLC added477,335$13M0.3%2026-Q2
Atria Investments, Inc added475,848$13M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added475,468$13M0.3%2026-Q2
Advisory Services Network, LLC added461,508$13M0.2%2026-Q2
NTV Asset Management LLC added458,277$13M0.2%2026-Q2
Allianz Asset Management GmbH457,400$62M1.2%2026-Q2
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. added439,320$12M0.2%2026-Q2
Lido Advisors, LLC added410,680$11M0.2%2026-Q2
FAS Wealth Partners, Inc. added402,591$11M0.2%2026-Q2
Base Wealth Management LLC added380,207$10M0.2%2026-Q2
Beaumont Financial Advisors, LLC added374,778$10M0.2%2026-Q2
Financial Perspectives, Inc added374,187$10M0.2%2026-Q2
Maltin Wealth Management, Inc. added349,061$10M0.2%2026-Q2
Forefront Analytics, LLC added342,756$9M0.2%2026-Q2
Global Retirement Partners, LLC added336,832$9M0.2%2026-Q2
REGIONS FINANCIAL CORP added336,191$9M0.2%2026-Q2
Vestmark Advisory Solutions, Inc. added333,872$9M0.2%2026-Q2
MONEY CONCEPTS CAPITAL CORP added326,297$9M0.2%2026-Q2
Gotham Asset Management, LLC added323,140$9M0.2%2026-Q2
Gallagher Fiduciary Advisors, LLC added313,524$9M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added304,531$8M0.2%2026-Q2
Godfrey Financial Associates, Inc. added304,349$8M0.2%2026-Q2
Sanctuary Advisors, LLC added299,888$8M0.2%2026-Q2
PRINCIPAL SECURITIES, INC. added298,144$8M0.2%2026-Q2
Envestnet Portfolio Solutions, Inc. added296,320$8M0.2%2026-Q2
Farther Finance Advisors, LLC added293,870$8M0.2%2026-Q2
COWA, LLC added287,720$8M0.2%2026-Q2
DAVENPORT & Co LLC added285,061$8M0.2%2026-Q2
Equitable Holdings, Inc. added284,502$8M0.2%2026-Q2
Arax Advisory Partners added281,487$8M0.1%2026-Q2
Sigma Planning Corp added279,010$8M0.1%2026-Q2
Gray Private Wealth, LLC added278,649$8M0.1%2026-Q2
OLD NATIONAL BANCORP /IN/ added273,540$7M0.1%2026-Q2
PNC Financial Services Group, Inc. added269,724$7M0.1%2026-Q2
BANK OF MONTREAL /CAN/ added265,075$7M0.1%2026-Q2
CITIZENS FINANCIAL GROUP INC/RI added260,006$7M0.1%2026-Q2
Advisor OS, LLC added259,472$7M0.1%2026-Q2
Qube Research & Technologies Ltd added255,394$7M0.1%2026-Q2
Foundry Financial Group, Inc. added254,210$7M0.1%2026-Q2
&PARTNERS added253,401$7M0.1%2026-Q2
MJP ASSOCIATES INC /ADV added252,467$7M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership