§ EQUITY
USDHDV
ISHARES CORE HIGH DIVIDEND E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
864 increased/new, 15 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 4.1M | 0.0% | −10% |
| Morgan Stanley | 3.5M | 0.0% | n/a |
| LPL Financial LLC | 3.3M | 0.1% | +13% |
| UBS Group AG | 1.6M | 0.0% | +6% |
| Wells Fargo & Company | 1.4M | n/a | −9% |
| JPMORGAN CHASE & CO | 1.3M | n/a | +6% |
◇ AC INTELLIGENCE
Top institutional owners for HDV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER55.6% · 778 holders
DEALER / BANK35.0% · 48 holders
QUALITY / COMPOUNDER5.2% · 10 holders
TACTICAL / MACRO1.9% · 2 holders
PASSIVE / INDEX1.5% · 2 holders
INCOME / DEFENSIVE0.7% · 8 holders
SYSTEMATIC / QUANT0.1% · 5 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HDV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HDV yet.