HDV Institutional Ownership & Shareholders
ISHARES CORE HIGH DIVIDEND E (HDV) is currently held by 884 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of HDV tracked by InsiderSet, reporting ownership valued at approximately $564.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $637.75M, representing an estimated gain of +13.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed HDV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE HIGH DIVIDEND E (HDV).
This page ranks the largest institutional HDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
884
Total Reported Value
$6.22B
Largest Holder
Bank Of America Corp
Largest Position
$564.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.04% | 20,579,379 | $564,080,783 | $637,754,955 | +$73,674,172 | +13.06% | |
| Morgan Stanley | 0.03% | 17,370,883 | $476,135,947 | $538,323,664 | +$62,187,717 | +13.06% | |
| Lpl Financial Llc | 0.10% | 16,884,985 | $462,817,396 | $523,265,685 | +$60,448,289 | +13.06% | |
| Ubs Group Ag | 0.03% | 7,979,758 | $218,725,167 | $247,292,700 | +$28,567,533 | +13.06% | |
| Alliancebernstein L.P. | 0.07% | 1,470,281 | $199,546,537 | $45,564,008 | -$153,982,529 | -77.17% | |
| Wells Fargo & Company/Mn | 0.03% | 7,016,198 | $192,313,987 | $217,431,976 | +$25,117,989 | +13.06% | |
| Jpmorgan Chase & Co | 0.01% | 6,638,509 | $183,820,344 | $205,727,394 | +$21,907,050 | +11.92% | |
| Jones Financial Companies Lllp | 0.07% | 6,282,053 | $174,938,045 | $194,680,822 | +$19,742,777 | +11.29% | |
| Royal Bank Of Canada | 0.03% | 6,338,436 | $173,736,000 | $196,428,132 | +$22,692,132 | +13.06% | |
| Envestnet Asset Management Inc | 0.04% | 6,135,794 | $168,182,101 | $190,148,256 | +$21,966,155 | +13.06% | |
| Raymond James Financial Inc | 0.03% | 4,529,592 | $124,156,118 | $140,372,056 | +$16,215,938 | +13.06% | |
| Janney Montgomery Scott Llc | 0.24% | 4,486,897 | $122,986,000 | $139,048,938 | +$16,062,938 | +13.06% | |
| Securian Asset Management, Inc | 3.62% | 3,569,010 | $100,824,533 | $110,603,620 | +$9,779,087 | +9.70% | |
| Truist Financial Corp | 0.12% | 3,487,161 | $97,501,007 | $108,067,119 | +$10,566,112 | +10.84% | |
| Cetera Investment Advisers | 0.09% | 3,542,948 | $97,112,214 | $109,795,959 | +$12,683,745 | +13.06% | |
| M&T Bank Corp | 0.30% | 666,567 | $90,467,422 | $20,656,911 | -$69,810,511 | -77.17% | |
| Blackrock, Inc. | 0.00% | 3,147,076 | $86,261,336 | $97,527,885 | +$11,266,549 | +13.06% | |
| Assetmark, Inc | 0.14% | 2,935,214 | $82,068,575 | $90,962,282 | +$8,893,707 | +10.84% | |
| Ameriprise Financial Inc | 0.02% | 2,959,921 | $81,085,375 | $91,727,952 | +$10,642,577 | +13.13% | |
| Commonwealth Equity Services, Llc | 0.10% | 2,772,130 | $77,508,759 | $85,908,309 | +$8,399,550 | +10.84% | |
| Bnp Paribas Financial Markets | 0.04% | 2,535,010 | $69,484,624 | $78,559,960 | +$9,075,336 | +13.06% | |
| Lbmc Investment Advisors, Llc | 3.43% | 2,307,284 | $63,242,663 | $71,502,731 | +$8,260,068 | +13.06% | |
| Mariner, Llc | 0.06% | 2,145,662 | $58,815,309 | $66,494,065 | +$7,678,756 | +13.06% | |
| Osaic Holdings, Inc. | 0.07% | 2,088,507 | $57,248,904 | $64,722,832 | +$7,473,928 | +13.06% | |
| Fmr Llc | 0.00% | 2,050,948 | $56,216,466 | $63,558,879 | +$7,342,413 | +13.06% | |
| Mml Investors Services, Llc | 0.10% | 1,721,703 | $47,191,871 | $53,355,576 | +$6,163,705 | +13.06% | |
| Steward Partners Investment Advisory, Llc | 0.21% | 1,490,723 | $40,860,710 | $46,197,506 | +$5,336,796 | +13.06% | |
| Townsend & Associates, Inc | 3.32% | 1,313,464 | $39,456,446 | $40,704,249 | +$1,247,803 | +3.16% | |
| Allianz Asset Management Gmbh | 0.03% | 1,377,900 | $37,768,239 | $42,701,121 | +$4,932,882 | +13.06% | |
| Private Advisor Group, Llc | 0.17% | 1,361,188 | $37,310,180 | $42,183,216 | +$4,873,036 | +13.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 1,244,404 | $35,863,712 | $38,564,080 | +$2,700,368 | +7.53% | |
| Sbi Securities Co., Ltd. | 0.77% | 1,203,042 | $33,637,054 | $37,282,272 | +$3,645,218 | +10.84% | |
| Regimen Wealth, Llc | 8.89% | 1,203,858 | $32,997,747 | $37,307,559 | +$4,309,812 | +13.06% | |
| Kestra Advisory Services, Llc | 0.09% | 1,144,401 | $31,997,454 | $35,464,987 | +$3,467,533 | +10.84% | |
| Ifp Advisors, Inc | 0.54% | 1,128,077 | $31,541,033 | $34,959,106 | +$3,418,073 | +10.84% | |
| Aptus Capital Advisors, Llc | 0.20% | 1,016,944 | $27,874,435 | $31,515,095 | +$3,640,660 | +13.06% | |
| Vaughan & Co Securities, Inc. | 12.10% | 919,563 | $25,710,994 | $28,497,257 | +$2,786,263 | +10.84% | |
| Rockefeller Capital Management L.P. | 0.04% | 894,746 | $24,524,990 | $27,728,179 | +$3,203,189 | +13.06% | |
| Atwater Malick Llc | 5.35% | 869,137 | $24,301,071 | $26,934,556 | +$2,633,485 | +10.84% | |
| Simmons Bank | 1.36% | 872,596 | $23,917,824 | $27,041,750 | +$3,123,926 | +13.06% | |
| Sweeney & Michel, Llc | 6.33% | 850,743 | $23,786,766 | $26,364,526 | +$2,577,760 | +10.84% | |
| Hb Wealth Management, Llc | 0.12% | 836,721 | $23,394,709 | $25,929,984 | +$2,535,275 | +10.84% | |
| Kohmann Bosshard Financial Services, Llc | 1.97% | 845,826 | $23,184,082 | $26,212,148 | +$3,028,066 | +13.06% | |
| Stifel Financial Corp | 0.02% | 842,993 | $23,106,399 | $26,124,353 | +$3,017,954 | +13.06% | |
| Fifth Third Bancorp | 0.04% | 826,398 | $22,651,591 | $25,610,074 | +$2,958,483 | +13.06% | |
| Creative Planning | 0.01% | 795,921 | $22,253,953 | $24,665,592 | +$2,411,639 | +10.84% | |
| Wharton Business Group, Llc | 0.73% | 799,575 | $21,916,351 | $24,778,829 | +$2,862,478 | +13.06% | |
| Waverly Advisors, Llc | 0.13% | 791,070 | $21,683,239 | $24,515,259 | +$2,832,020 | +13.06% | |
| Integrated Wealth Concepts Llc | 0.12% | 692,567 | $18,983,268 | $21,462,651 | +$2,479,383 | +13.06% | |
| Cerity Partners Llc | 0.02% | 684,558 | $18,763,710 | $21,214,452 | +$2,450,742 | +13.06% |
Frequently asked questions about HDV
Who are the largest institutional holders of HDV?
The largest institutional holders of HDV reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Ubs Group Ag, and Alliancebernstein L.P.. InsiderSet ranks institutional holders by their latest reported HDV position.
What is HDV institutional ownership?
This page tracks HDV positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE HIGH DIVIDEND E (HDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HDV?
InsiderSet currently tracks 884 institutional managers reporting HDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HDV shareholders.
How much HDV stock do institutions own?
Institutional investment managers disclosed approximately $6.22B in HDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HDV institutional ownership last updated?
The latest HDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HDV position after the reporting date.
Are institutions buying or selling HDV?
Institutional buying and selling can be analyzed by comparing HDV positions across consecutive 13F reporting periods. InsiderSet's HDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HDV ownership changes.
How has HDV institutional ownership changed over time?
InsiderSet tracks HDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.