Who owns HDV?
iShares Core High Dividend ETF · iShares
881 institutions reported holding HDV, worth $6.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HDV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $564.1M | 20,579,379 | +16,495,638 shares |
| Morgan Stanley | New York, NY | $476.1M | 17,370,883 | +13,889,687 shares |
| LPL Financial LLC | Fort Mill, SC | $462.8M | 16,884,985 | +13,567,323 shares |
| UBS Group AG | Zurich, Switzerland | $218.7M | 7,979,758 | +6,427,825 shares |
| Alliancebernstein L.P. | Nashville, TN | $199.5M | 1,470,281 | +1,187,535 shares |
| Wells Fargo & Company | San Francisco, CA | $192.3M | 7,016,198 | +5,609,855 shares |
| JPMorgan Chase & Co | New York, NY | $183.8M | 6,638,509 | +5,341,346 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $174.9M | 6,282,053 | +5,235,616 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $173.7M | 6,338,436 | +5,056,433 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $168.2M | 6,135,794 | +4,945,223 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HDV?
881 institutional managers reported holding HDV in Form 13F filings for June 30, 2026, worth $6.2B in total. The largest reported position was held by Bank of America Corp., at $564.1M.
Did institutions buy or sell HDV last quarter?
Reported 13F value rose 3.8% from March 31, 2026, which includes price moves as well as buying and selling. 96 firms reported a new position and 48 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HDV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.