ISHARES TR

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HDV·46429B663·US·ETF

HDV institutional ownership changes in Q2 2026: 120 institutions opened or added positions, 11 trimmed or exited. HDV (ISHARES TR) is held by 124 institutional investors as of Q2 2026. Top institutional shareholders: BANK OF AMERICA CORP /DE/ ($564.1M), MORGAN STANLEY ($476.1M), LPL Financial LLC ($462.8M). Net institutional sentiment: Bullish.

124

Holders

(23 Elite)

$4.5B

Total Value

92% (131)

Consensus

120 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)82

Activist (13D/13G)33

Congressional (STOCK Act)49

Holder Quality

47

★★★★★

Elite

31

★★★★

Strong

55

★★★

Solid

13

★★

Below

48

★

Weak

Held by 124 funds

23 elite

Who's Trading

Source dates: Price Oct 23, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HDV.

Top Holders

Top Holders (124)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	20.6M(+403.9%)	$564.1M	0.0%	+60.78%	51
MORGAN STANLEY	Increased	17.4M(+399.0%)	$476.1M	0.0%	+45.77%	50
LPL Financial LLC	Increased	16.9M(+408.9%)	$462.8M	0.1%	+53.82%	60
UBS Group AG	Increased	8M(+414.2%)	$218.7M	0.0%	+73.32%	49
ALLIANCEBERNSTEIN L.P.	Increased	1.5M(+420.0%)	$199.5M	0.1%	+51.72%	49
WELLS FARGO & COMPANY/MN	Increased	7M(+398.9%)	$192.3M	0.0%	+50.63%	49
JPMORGAN CHASE & CO	Increased	6.6M(+411.8%)	$183.8M	0.0%	+33.33%	49
JONES FINANCIAL COMPANIES LLLP	Increased	6.3M(+500.3%)	$174.9M	0.1%	+27.46%	49
ROYAL BANK OF CANADA	Increased	6.3M(+394.4%)	$173.7M	0.0%	+70.69%	49
ENVESTNET ASSET MANAGEMENT INC	Increased	6.1M(+415.4%)	$168.2M	0.0%	+30.10%	49
RAYMOND JAMES FINANCIAL INC	Increased	4.5M(+367.8%)	$124.2M	0.0%	+39.48%	49
Cetera Investment Advisers	Increased	3.5M(+444.9%)	$97.1M	0.1%	+31.66%	48
M&T BANK CORP	Increased	3.3M(+401.1%)	$91.6M	0.3%	+97.93%	58
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3.2M(+407.7%)	$87.1M	0.1%	+78.30%	58
BlackRock, Inc.	Increased	3.1M(+358.3%)	$86.3M	0.0%	+35.53%	48
AMERIPRISE FINANCIAL INC	Increased	3M(+228.1%)	$81.1M	0.0%	+46.78%	48
TRUIST FINANCIAL CORP	Increased	2.9M(+400.0%)	$79M	0.1%	+71.55%	48
BNP PARIBAS FINANCIAL MARKETS	Increased	2.5M(+152.6%)	$69.5M	0.0%	+20.35%	48
Mariner, LLC	Increased	2.1M(+375.2%)	$58.8M	0.1%	+61.73%	48
OSAIC HOLDINGS, INC.	Increased	2.1M(+464.4%)	$57.2M	0.1%	+39.99%	47

Showing 1-20 of 131

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HDVISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer