iShares Core High Dividend EHDVETF
13F holders, Q1 2025 (March 31)776holders
59new positions
51sold out
4famous investors
$120.50avg. 13F price*
At the end of Q1 2025, 776 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, unchanged from Q4 2024. 59 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($526.5M), Morgan Stanley ($391.5M) and LPL Financial LLC ($300.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $152.9M |
| Exits | 51 | $25.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,858,978 shares bought and 5,606,922 shares sold, net −2,747,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Bank of America Corp. | 0.05% | Reduce -7.4% | 4,346,773 | $526.5M |
| Morgan Stanley | 0.03% | Add +2.5% | 3,232,200 | $391.5M |
| LPL Financial LLC | 0.12% | Add +4.3% | 2,481,595 | $300.6M |
| UBS Group AG | 0.04% | Reduce -7.0% | 1,426,773 | $172.8M |
| Wells Fargo & Company | 0.04% | Reduce -38.7% | 1,276,903 | $154.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.2% | 1,159,809 | $140.5M |
| Royal Bank of Canada | 0.03% | Reduce -7.0% | 1,146,400 | $138.9M |
| Raymond James Financial Inc. | 0.04% | Add +5.4% | 981,453 | $118.9M |
| Securian Asset Management, Inc. | 3.05% | Reduce -2.0% | 827,802 | $100.3M |
| Commonwealth Equity Services, LLC | 0.14% | Add +5.2% | 791,445 | $95.9M |
| Janney Montgomery Scott LLC | 0.26% | Add +4.8% | 753,086 | $91.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.4% | 749,401 | $90.8M |
| M&T Bank Corp | 0.32% | Add +1.0% | 729,416 | $88.3M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 668,954 | $81.0M |
| Ameriprise Financial Inc. | 0.02% | Add +16.1% | 628,353 | $76.1M |
| Truist Financial Corp. | 0.12% | Add +4.4% | 621,839 | $75.3M |
| FMR LLC | 0.00% | Reduce -0.9% | 566,515 | $68.6M |
| Jones Financial Companies LLLP | 0.05% | Add +36.6% | 475,242 | $56.8M |
| CSM Advisors, LLC | 3.06% | No change | 461,800 | $55.9M |
| LBMC Investment Advisors, LLC | 4.33% | Reduce -1.4% | 457,980 | $55.5M |
| Mariner, LLC | 0.09% | Add +3.2% | 437,953 | $53.0M |
| Cetera Investment Advisers | 0.08% | Add +5.5% | 350,222 | $42.4M |
| Townsend & Associates, Inc | 4.34% | Add +0.7% | 373,146 | $41.6M |
| Osaic Holdings, Inc. | 0.09% | Add +34.3% | 340,567 | $41.3M |
| Auto-Owners Insurance Co | 1.09% | Add +1111.2% | 288,260 | $41.2M |
| MML Investors Services, LLC | 0.12% | Add +5.8% | 303,568 | $36.8M |
| Piedmont Capital Management, LLC | 25.95% | New | 333,398 | $36.1M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +3.1% | 279,716 | $33.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -11.6% | 266,967 | $32.3M |
| Regimen Wealth, LLC | 10.26% | Add +1.7% | 263,342 | $31.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -3.3% | 259,668 | $31.5M |
| SBI Securities Co., Ltd. | 0.98% | Add +4.1% | 243,713 | $29.5M |
| Prudential PLC | 0.14% | New | 225,400 | $27.3M |
| Simmons Bank | 1.88% | Add +0.3% | 205,958 | $24.9M |
| Creative Planning | 0.02% | Add +2.4% | 202,010 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -4.4% | 196,557 | $23.8M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -22.8% | 188,979 | $22.5M |
| Waverly Advisors, LLC | 0.26% | Reduce -11.3% | 175,830 | $21.3M |
| Wharton Business Group, LLC | 0.94% | Reduce -0.4% | 170,827 | $20.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.9% | 169,611 | $20.5M |
| Comerica Bank | 0.09% | Reduce -9.0% | 168,407 | $20.4M |
| Meiji Yasuda Life Insurance Co | 0.40% | Reduce -94.5% | 166,097 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -26.3% | 166,081 | $20.1M |
| Angeles Investment Advisors, LLC | 1.07% | New | 164,000 | $19.9M |
| VAUGHAN & Co SECURITIES, INC. | 12.10% | Add +1.9% | 161,282 | $19.5M |
| HB Wealth Management, LLC | 0.16% | Add +2.5% | 160,543 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.3% | 156,404 | $18.9M |
| DAVENPORT & Co LLC | 0.11% | Reduce -28.9% | 155,318 | $18.8M |
| Kohmann Bosshard Financial Services, LLC | 2.19% | Add +4.3% | 153,364 | $18.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -3.6% | 144,027 | $17.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.46% | Reduce -11.5% | 133,114 | $16.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.3% | 129,321 | $15.7M |
| Sweeney & Michel, LLC | 6.72% | — | 141,736 | $15.4M |
| Avantax Advisory Services, Inc. | 0.09% | Add +3.7% | 125,635 | $15.2M |
| Advisory Services Network, LLC | 0.28% | Add +8.9% | 119,650 | $14.5M |
| Columbia River Financial Group, LLC | 8.80% | Add +3.3% | 108,743 | $13.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -2.7% | 107,939 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.6% | 103,679 | $12.6M |
| Kapstone Financial Advisors LLC | 7.05% | Reduce -0.3% | 102,877 | $12.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.8% | 101,280 | $12.3M |
| Lantz Financial LLC | 3.34% | Add +1.6% | 100,627 | $12.2M |
| Allianz Asset Management GmbH | 0.02% | New | 97,400 | $11.8M |
| Global Strategic Investment Solutions, LLC | 1.35% | Add +0.5% | 96,565 | $11.7M |
| Graypoint LLC | 0.70% | Reduce -0.1% | 92,981 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -3.4% | 92,885 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -3.4% | 92,885 | $11.3M |
| Captrust Financial Advisors | 0.03% | Reduce -0.0% | 92,387 | $11.2M |
| Atria Investments, Inc | 0.14% | Reduce -17.6% | 91,699 | $11.1M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +15.6% | 90,813 | $11.0M |
| Wealthspire Advisors, LLC | 0.07% | Add +6.1% | 89,910 | $10.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -6.2% | 88,674 | $10.7M |
| NTV Asset Management LLC | 1.43% | Reduce -0.5% | 88,325 | $10.7M |
| FAS Wealth Partners, Inc. | 0.82% | Reduce -1.4% | 83,402 | $10.1M |
| Glenmede Trust Co. NA | 0.05% | Add +3.0% | 82,078 | $9.9M |
| Beaumont Financial Advisors, LLC | 0.76% | Reduce -0.7% | 80,021 | $9.7M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Add +1.1% | 76,684 | $9.3M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 76,536 | $9.3M |
| Cwm, LLC | 0.04% | Add +6.3% | 75,774 | $9.2M |
| Gunma Bank,Ltd. | 2.93% | No change | 75,000 | $9.1M |
| Lido Advisors, LLC | 0.05% | Add +0.3% | 74,195 | $9.0M |
| Sykon Capital LLC | 3.41% | New | 74,026 | $9.0M |
| IFP Advisors, Inc | 0.27% | Reduce -2.5% | 71,675 | $8.7M |
| Financial Perspectives, Inc | 2.93% | Add +0.7% | 70,672 | $8.6M |
| Regions Financial Corp. | 0.06% | Reduce -5.6% | 69,455 | $8.4M |
| Base Wealth Management LLC | 6.25% | — | 67,716 | $8.2M |
| Advus Financial Partners, LLC | 2.28% | Add +4.6% | 67,138 | $8.1M |
| Calamos Wealth Management LLC | 0.41% | Add +1188.8% | 66,551 | $8.1M |
| Smithfield Trust Co | 0.40% | Reduce -4.8% | 65,926 | $8.0M |
| Citizens Financial Group Inc. | 0.15% | Add +0.1% | 64,669 | $7.8M |
| PFG Advisors | 0.43% | New | 62,883 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +27.0% | 62,675 | $7.6M |
| Courier Capital LLC | 0.49% | New | 61,372 | $7.4M |
| Sigma Planning Corp | 0.23% | Reduce -0.4% | 58,785 | $7.1M |
| Renaissance Technologies | 0.01% | New | 58,400 | $7.1M |
| Cerity Partners LLC | 0.01% | Add +4.1% | 58,067 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 56,515 | $6.8M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -1.1% | 55,055 | $6.7M |
| Cowa, LLC | 2.81% | Add +1.3% | 54,386 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.5% | 52,141 | $6.3M |
| Advisor OS, LLC | 0.71% | Add +0.8% | 51,623 | $6.3M |
"% of holder's portfolio" is HDV's weight in each manager's 13F, not the share of iShares Core High Dividend E the manager owns.