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
Q4 2021Renaissance Technologies LLCBuy26,70032,700$3,302
Q4 2021Sequoia Financial AdvisorsBuy1,2004,897$495
Q3 2021Renaissance Technologies LLCSell-3,4006,000$566
Q2 2021Sequoia Financial AdvisorsBuy1,1283,697$357
Q2 2021Renaissance Technologies LLCBuy6009,400$907
Q1 2021Sequoia Financial AdvisorsBuy1062,569$244
Q4 2020Sequoia Financial AdvisorsSell-2402,463$216
Q3 2020Sequoia Financial AdvisorsBuy2,7032,703$218
Q3 2020Renaissance Technologies LLCBuy2,2008,800$708
Q2 2020Sequoia Financial AdvisorsSell-3,1410$219
Q1 2020Sequoia Financial AdvisorsBuy703,141$225
Q4 2019Renaissance Technologies LLCSell-14,1006,600$647
Q4 2019Sequoia Financial AdvisorsBuy1103,071$301
Q3 2019Renaissance Technologies LLCBuy9,00020,700$1,949
Q3 2019Sequoia Financial AdvisorsSell-1,1902,961$279
Q2 2019Sequoia Financial AdvisorsBuy1,3344,151$392
Q2 2019Renaissance Technologies LLCBuy70011,700$1,106
Q1 2019Renaissance Technologies LLCBuy11,00011,000$1,026
Q1 2019Sequoia Financial AdvisorsBuy2,8172,817$263

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.