HDV Institutional Ownership Trend

Institutional ownership trends for ISHARES CORE HIGH DIVIDEND E provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $2.27M in HDV holdings for the quarter ended March 31, 2026, compared with approximately $1.57M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in ISHARES CORE HIGH DIVIDEND E.

This page tracks historical institutional ownership trends for HDV, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in ISHARES CORE HIGH DIVIDEND E.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,271,72316,738
Q4 20251$1,568,76912,900
Q3 20252$4,858,25639,675
Q2 20251$422,0913,602
Q1 20252$7,522,44362,107
Q4 20241$553,1144,927
Q3 20242$597,7545,082
Q2 20242$498,0724,582
Q1 20242$394,63748,236
Q4 20232$419,9217,314
Q3 20231$406,8414,114
Q2 20232$304,6503,023