Who Owns HDV?
iShares Core High Dividend ETF — Institutional Ownership & 13F Holdings
$134.28
+0.95 (+0.71%)
Market Cap
$13.8B
Shares Outstanding
101,966,860
Institutional Holders
759
Total Inst. Value
$3.9B
% of Float Held
—
QoQ Holder Change
+311
Institutional data as of Q1 2025
New Positions
195
Closed Positions
56
Increased
213
Decreased
224
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $526.5M | 4,346,773 |
| 2 | MORGAN STANLEY | $391.5M | 3,232,200 |
| 3 | UBS Group AG | $172.8M | 1,426,773 |
| 4 | WELLS FARGO & COMPANY/MN | $154.7M | 1,276,903 |
| 5 | JPMORGAN CHASE & CO | $140.5M | 1,159,809 |
| 6 | ROYAL BANK OF CANADA | $138.9M | 1,146,400 |
| 7 | RAYMOND JAMES FINANCIAL INC | $118.9M | 981,453 |
| 8 | SECURIAN ASSET MANAGEMENT, INC | $100.3M | 827,802 |
| 9 | Janney Montgomery Scott LLCNew | $91.2M | 753,086 |
| 10 | BlackRock, Inc. | $81.0M | 668,954 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +79K | $391.5M |
| RAYMOND JAMES FINANCIAL INC | +50K | $118.9M |
| Janney Montgomery Scott LLCNew | +753K | $91.2M |
| BlackRock, Inc. | +53K | $81.0M |
| AMERIPRISE FINANCIAL INC | +87K | $76.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Meiji Yasuda Life Insurance Co | -2.8M | $20.1M |
| WELLS FARGO & COMPANY/MN | -805K | $154.7M |
| BANK OF AMERICA CORP /DE/ | -345K | $526.5M |
| Strategic Financial Concepts, LLC | -336K | $703K |
| FEDERATED HERMES, INC. | -313K | $1.9M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold HDV?
As of Q1 2025, 759 institutional investors report holding HDV (iShares Core High Dividend ETF) in their 13F filings.
Which hedge fund owns the most HDV?
The largest institutional holder of HDV is BANK OF AMERICA CORP /DE/ with $526.5M in shares.
Are institutions buying or selling HDV?
This quarter, 195 institutions opened new positions in HDV and 56 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.