HDV Institutional Ownership Changes & 13F Activity

ISHARES CORE HIGH DIVIDEND E (HDV) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Related HDV insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy6,76310,338$1,403,115
Q1 2026Renaissance Technologies LLCSell-6,5006,400$868,608
Q4 2025Renaissance Technologies LLCSell-23,20012,900$1,568,769
Q3 2025Renaissance Technologies LLCSell-22,30036,100$4,420,445
Q3 2025Sequoia Financial AdvisorsSell-273,575$437,811
Q2 2025Sequoia Financial AdvisorsSell-1053,602$422,091
Q1 2025Renaissance Technologies LLCBuy55,90058,400$7,073,408
Q1 2025Sequoia Financial AdvisorsSell-1,2203,707$449,035
Q4 2024Sequoia Financial AdvisorsBuy2,3454,927$553,114
Q3 2024Renaissance Technologies LLCBuy5002,500$294,050
Q2 2024Renaissance Technologies LLCSell-42,7002,000$217,400
Q2 2024Sequoia Financial AdvisorsSell-9542,582$280,672
Q1 2024Renaissance Technologies LLCBuy41,50044,700$4,926
Q1 2024Sequoia Financial AdvisorsSell-5783,536$389,711
Q4 2023Renaissance Technologies LLCSell-9,4003,200$326
Q3 2023Sequoia Financial AdvisorsBuy1,1284,114$406,841
Q2 2023Sequoia Financial AdvisorsSell-1,3512,986$300,959
Q2 2023Matrix Private Capital GroupSell-16037$3,691
Q1 2023Renaissance Technologies LLCSell-8,50012,600$1,281
Q1 2023Sequoia Financial AdvisorsBuy4324,337$440,908
Q1 2023Matrix Private Capital GroupSell-255197$20,025
Q4 2022Renaissance Technologies LLCBuy7,80021,100$2,199
Q4 2022Sequoia Financial AdvisorsBuy9053,905$407,057
Q4 2022Matrix Private Capital GroupBuy390452$47,147
Q3 2022Sequoia Financial AdvisorsSell-1,1143,000$274
Q3 2022Matrix Private Capital GroupBuy162$6
Q2 2022Renaissance Technologies LLCSell-7,20013,300$1,336
Q2 2022Sequoia Financial AdvisorsSell-7834,114$413
Q2 2022Matrix Private Capital GroupBuy6161$6
Q1 2022Renaissance Technologies LLCSell-12,20020,500$2,191

Frequently asked questions about HDV activity

  • Which institutional owners are buying HDV?

    Institutional owners buying HDV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HDV activity?

    "Buy" means an investor increased their reported position in HDV compared to the prior reporting period. This reflects growing exposure to ISHARES CORE HIGH DIVIDEND E (HDV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HDV increasing?

    Institutional interest in HDV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.