ISHARES CORE HIGH DIVIDEND E (HDV) Institutional Shareholders
ISHARES CORE HIGH DIVIDEND E (HDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.92B in HDV holdings during the latest filing period.
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 $613.47M, representing an estimated gain of +8.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
866
Total Reported Value
$5.92B
Largest Holder
Bank Of America Corp
Largest Position
$564.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| 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 | $613,471,288 | +$49,390,505 | +8.76% | |
| Morgan Stanley | 0.03% | 17,370,883 | $476,135,947 | $517,826,022 | +$41,690,075 | +8.76% | |
| Lpl Financial Llc | 0.10% | 16,884,985 | $462,817,396 | $503,341,403 | +$40,524,007 | +8.76% | |
| Ubs Group Ag | 0.03% | 7,979,758 | $218,725,167 | $237,876,586 | +$19,151,419 | +8.76% | |
| Alliancebernstein L.P. | 0.07% | 1,470,281 | $199,546,537 | $43,829,077 | -$155,717,460 | -78.04% | |
| Wells Fargo & Company/Mn | 0.03% | 7,016,198 | $192,313,987 | $209,152,862 | +$16,838,875 | +8.76% | |
| Jpmorgan Chase & Co | 0.01% | 6,638,509 | $183,820,344 | $197,893,953 | +$14,073,609 | +7.66% | |
| Jones Financial Companies Lllp | 0.07% | 6,282,053 | $174,938,045 | $187,268,000 | +$12,329,955 | +7.05% | |
| Royal Bank Of Canada | 0.03% | 6,338,436 | $173,736,000 | $188,948,777 | +$15,212,777 | +8.76% | |
| Envestnet Asset Management Inc | 0.04% | 6,135,794 | $168,182,101 | $182,908,019 | +$14,725,918 | +8.76% | |
| Raymond James Financial Inc | 0.03% | 4,529,592 | $124,156,118 | $135,027,138 | +$10,871,020 | +8.76% | |
| Securian Asset Management, Inc | 3.62% | 3,569,010 | $100,824,533 | $106,392,188 | +$5,567,655 | +5.52% | |
| Cetera Investment Advisers | 0.09% | 3,542,948 | $97,112,214 | $105,615,280 | +$8,503,066 | +8.76% | |
| M&T Bank Corp | 0.27% | 3,340,337 | $91,558,974 | $99,575,446 | +$8,016,472 | +8.76% | |
| Commonwealth Equity Services, Llc | 0.11% | 3,178,190 | $87,114,200 | $94,741,844 | +$7,627,644 | +8.76% | |
| Blackrock, Inc. | 0.00% | 3,147,076 | $86,261,336 | $93,814,336 | +$7,553,000 | +8.76% | |
| Ameriprise Financial Inc | 0.02% | 2,959,921 | $81,085,375 | $88,235,245 | +$7,149,870 | +8.82% | |
| Truist Financial Corp | 0.09% | 2,883,622 | $79,040,079 | $85,960,772 | +$6,920,693 | +8.76% | |
| Bnp Paribas Financial Markets | 0.04% | 2,535,010 | $69,484,624 | $75,568,648 | +$6,084,024 | +8.76% | |
| Lbmc Investment Advisors, Llc | 3.43% | 2,307,284 | $63,242,663 | $68,780,136 | +$5,537,473 | +8.76% | |
| Allianz Asset Management Gmbh | 0.06% | 457,400 | $62,078,328 | $13,635,094 | -$48,443,234 | -78.04% | |
| Mariner, Llc | 0.06% | 2,145,662 | $58,815,309 | $63,962,184 | +$5,146,875 | +8.75% | |
| Osaic Holdings, Inc. | 0.07% | 2,088,507 | $57,248,904 | $62,258,394 | +$5,009,490 | +8.75% | |
| Fmr Llc | 0.00% | 2,050,948 | $56,216,466 | $61,138,760 | +$4,922,294 | +8.76% | |
| Mml Investors Services, Llc | 0.10% | 1,721,703 | $47,191,871 | $51,323,966 | +$4,132,095 | +8.76% | |
| Steward Partners Investment Advisory, Llc | 0.21% | 1,490,723 | $40,860,710 | $44,438,453 | +$3,577,743 | +8.76% | |
| Private Advisor Group, Llc | 0.17% | 1,361,188 | $37,310,180 | $40,577,014 | +$3,266,834 | +8.76% | |
| Townsend & Associates, Inc | 3.15% | 1,311,868 | $36,968,435 | $39,106,785 | +$2,138,350 | +5.78% | |
| Ifp Advisors, Inc | 0.60% | 1,219,092 | $33,415,312 | $36,341,133 | +$2,925,821 | +8.76% | |
| Regimen Wealth, Llc | 8.89% | 1,203,858 | $32,997,747 | $35,887,007 | +$2,889,260 | +8.76% | |
| Sbi Securities Co., Ltd. | 0.74% | 1,180,822 | $32,366,331 | $35,200,304 | +$2,833,973 | +8.76% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 1,151,334 | $31,891,958 | $34,321,267 | +$2,429,309 | +7.62% | |
| Kestra Advisory Services, Llc | 0.10% | 1,101,619 | $30,195,378 | $32,839,262 | +$2,643,884 | +8.76% | |
| Aptus Capital Advisors, Llc | 0.20% | 1,016,944 | $27,874,435 | $30,315,101 | +$2,440,666 | +8.76% | |
| Vaughan & Co Securities, Inc. | 11.63% | 910,132 | $24,946,730 | $27,131,035 | +$2,184,305 | +8.76% | |
| Rockefeller Capital Management L.P. | 0.04% | 894,746 | $24,524,990 | $26,672,378 | +$2,147,388 | +8.76% | |
| Sweeney & Michel, Llc | 6.32% | 836,134 | $24,063,925 | $24,925,155 | +$861,230 | +3.58% | |
| Simmons Bank | 1.36% | 872,596 | $23,917,824 | $26,012,087 | +$2,094,263 | +8.76% | |
| Atwater Malick Llc | 5.14% | 860,904 | $23,597,379 | $25,663,548 | +$2,066,169 | +8.76% | |
| Kohmann Bosshard Financial Services, Llc | 1.97% | 845,826 | $23,184,082 | $25,214,073 | +$2,029,991 | +8.76% | |
| Stifel Financial Corp | 0.02% | 842,993 | $23,106,399 | $25,129,621 | +$2,023,222 | +8.76% | |
| Fifth Third Bancorp | 0.04% | 826,398 | $22,651,591 | $24,634,924 | +$1,983,333 | +8.76% | |
| Hb Wealth Management, Llc | 0.13% | 819,098 | $22,451,489 | $24,417,311 | +$1,965,822 | +8.76% | |
| Wharton Business Group, Llc | 0.73% | 799,575 | $21,916,351 | $23,835,331 | +$1,918,980 | +8.76% | |
| Waverly Advisors, Llc | 0.13% | 791,070 | $21,683,239 | $23,581,797 | +$1,898,558 | +8.76% | |
| Integrated Wealth Concepts Llc | 0.10% | 713,935 | $19,568,953 | $21,282,402 | +$1,713,449 | +8.76% | |
| Cerity Partners Llc | 0.02% | 684,558 | $18,763,710 | $20,406,674 | +$1,642,964 | +8.76% | |
| Goldman Sachs Group Inc | 0.00% | 622,619 | $17,065,986 | $18,560,272 | +$1,494,286 | +8.76% | |
| Mcelhenny Sheffield Capital Management, Llc | 4.21% | 620,715 | $17,013,802 | $18,503,514 | +$1,489,712 | +8.76% | |
| Hightower Advisors, Llc | 0.02% | 608,957 | $16,691,511 | $18,153,008 | +$1,461,497 | +8.76% |
Frequently asked questions about HDV
Who owns the most HDV stock?
The largest holders of HDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE HIGH DIVIDEND E (HDV).
Is HDV widely held by superinvestors?
Many widely followed stocks like HDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.