Who Owns ISHARES TR (HDV)? -- Institutional Holders (2026-03-31)
907 institutions reported holding $6.18B of ISHARES TR (HDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($554.2M), MORGAN STANLEY ($472.5M), LPL Financial LLC ($450.3M), UBS Group AG ($210.6M), WELLS FARGO & COMPANY/MN ($190.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $554.2M | 4.1M | Trimmed |
| 2 | MORGAN STANLEY | $472.5M | 3.5M | Added |
| 3 | LPL Financial LLC | $450.3M | 3.3M | Added |
| 4 | UBS Group AG | $210.6M | 1.6M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $190.9M | 1.4M | Trimmed |
| 6 | JPMORGAN CHASE & CO | $175.6M | 1.3M | Added |
| 7 | Royal Bank of Canada | $174.0M | 1.3M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $161.6M | 1.2M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $141.1M | 1.0M | Added |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $136.2M | 1.0M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $131.4M | 968,381 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $122.4M | 902,142 | Added |
| 13 | Janney Montgomery Scott LLC | $121.3M | 893,886 | Added |
| 14 | CITADEL ADVISORS LLC | $116.7M | 859,700 | Added |
| 15 | SECURIAN ASSET MANAGEMENT, INC | $96.9M | 713,802 | Trimmed |
| 16 | BlackRock, Inc. | $93.2M | 686,666 | Added |
| 17 | M&T Bank Corp | $89.6M | 660,009 | Trimmed |
| 18 | Cetera Investment Advisers | $88.2M | 650,163 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $85.0M | 625,989 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $78.3M | 576,725 | Trimmed |
| 21 | FMR LLC | $77.0M | 567,337 | Added |
| 22 | LBMC INVESTMENT ADVISORS, LLC | $62.2M | 458,400 | Added |
| 23 | Allianz Asset Management GmbH | $62.1M | 457,400 | Added |
| 24 | Mariner, LLC | $61.3M | 451,518 | Added |
| 25 | OSAIC HOLDINGS, INC. | $50.2M | 370,029 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31