ISHARES CORE HIGH DIVIDEND E (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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Allianz Asset Management Gmbh, Integrated Wealth Concepts Llc, Envestnet Portfolio Solutions, Inc., and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+4,945,223+415.4%6,135,794$168.18MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+249,709+535.7%296,320$8.12MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+124+400.0%155$4.25KQ2 2026Sep 21, 2026
Anchor Investment Management, LlcBuy+47,342+404.5%59,045$1.62MQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+132+400.0%165$4.52KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasBuy+7,912+400.0%9,890$271.08KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+658,923+1958.5%692,567$18.98MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+45+450.0%55$1.52KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+920,500+201.2%1,377,900$37.77MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+200+400.0%250$6.85KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+223,411+467.6%271,194$7.43MQ2 2026Aug 27, 2026
Financial Insights, Inc.Buy+10,108+400.0%12,635$346.32KQ2 2026Aug 25, 2026
Bernard Wealth Management Corp.Buy+104+400.0%130$3.56KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+61,157+393.3%76,705$2.10MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcBuy+42,092+400.0%52,615$1.44MQ2 2026Aug 20, 2026
Jackson Wealth Management, LlcSell-18,019-61.1%11,479$315.00KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+241,510+383.2%304,531$8.35MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+156,673+490.9%188,590$5.17MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+36,896+400.1%46,118$1.26MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+70,596+380.8%89,134$2.44MQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+57,782+347.5%74,410$2.06MQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+368+400.0%460$13.00Q2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+232,614+448.3%284,502$7.80MQ2 2026Aug 17, 2026
Atlasmark Financial, IncBuy+154,969+490.7%186,551$5.11MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+84,338+571.9%99,085$2.72MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+80,077+429.9%98,704$2.71MQ2 2026Aug 17, 2026
Brooks, Moore & Associates, Inc.Buy+17,376+404.7%21,670$593.98KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+15,649+400.4%19,557$536.04KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+8,325—8,325$228.19KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+7,724+671.1%8,875$243.28KQ2 2026Aug 17, 2026
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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.