HDV

ISHARES TR

$28.00 ▲ +0.05%

Prev close $27.98

Market cap$283.8B

12 New Institutional Positions10 Institutional Exits

Snapshot

The big-picture read on HDV right now — valuation, ownership and activity at a glance.

Market Cap

$283.8B

Cap Size

Mega Cap

Inst. Holders

50 funds

Inst. Value

$4.3B

Inst. Activity

12 buys / 10 sells

Price chart 30d -5.9%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: HDV — 69.2% short (1.1M / 1.6M)

Short: 1,081,999 | Exempt: 0 | TRF Vol: 1,564,100 | Short Ratio: 69.2% | Off-exchange volume (dark p

Jun 30, 2026 Inst.

AMERIPRISE FINANCIAL INC — TRIM

2,959,921 shares ($81.1M)

Jun 30, 2026 Inst.

BNP PARIBAS FINANCIAL MARKETS — TRIM

2,535,010 shares ($69.5M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: HDV — 69.2% short (1.1M / 1.6M)

Short: 1,081,999 | Exempt: 0 | TRF Vol: 1,564,100 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: HDV — 67.1% short (0.7M / 1.0M)

Short: 674,968 | Exempt: 119 | TRF Vol: 1,005,569 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: HDV — 61.3% short (0.6M / 1.0M)

Short: 603,347 | Exempt: 20,912 | TRF Vol: 984,201 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)

Sep 25, 2026

short_volume

Short Volume: HDV — 63.8% short (0.6M / 1.0M)

Short: 607,722 | Exempt: 0 | TRF Vol: 952,322 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)

Sep 16, 2026

short_volume

Short Volume: HDV — 60.5% short (0.7M / 1.2M)

Short: 723,217 | Exempt: 500 | TRF Vol: 1,195,390 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)

Institutional ownership

Which big funds own HDV (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $4.3B total value (151,902,666 shares) as of 2026-Q2. Top holders: BANK, MORGAN, LPL. Net buying activity: 12 institutions added/increased vs 10 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BANK OF AMERICA CORP /DE/	20,579,379	$564.1M	13.0%	—
MORGAN STANLEY	17,370,883	$476.1M	11.0%	—
LPL Financial LLC	16,884,985	$462.8M	10.7%	—
UBS Group AG	7,979,758	$218.7M	5.1%	—
ALLIANCEBERNSTEIN L.P.	1,470,281	$199.5M	4.6%	—
WELLS FARGO & COMPANY/MN	7,016,198	$192.3M	4.4%	—
JPMORGAN CHASE & CO	6,638,509	$183.8M	4.2%	—
JONES FINANCIAL COMPANIES LLLP	6,282,053	$174.9M	4.0%	—
ROYAL BANK OF CANADA	6,338,436	$173.7M	4.0%	—
ENVESTNET ASSET MANAGEMENT INC	6,135,794	$168.2M	3.9%	ADD +32.6%

Recent position changes

Fund	Action	Prev	Current	Change	Value
AMERIPRISE FINANCIAL INC	TRIM	902,142	2,959,921	-34.4%	$81.1M
BNP PARIBAS FINANCIAL MARKETS	TRIM	1,003,439	2,535,010	-49.5%	$69.5M
FMR LLC	TRIM	567,337	2,050,948	-27.7%	$56.2M
Allianz Asset Management GmbH	TRIM	457,400	1,377,900	-39.8%	$37.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	DOUBLED	223,646	1,151,334	+414.8%	$31.9M
Aptus Capital Advisors, LLC	DOUBLED	1,432	1,016,944	+14103.1%	$27.9M
Integrated Wealth Concepts LLC	DOUBLED	33,644	692,567	+311.7%	$19.0M
Orion Porfolio Solutions, LLC	TRIM	139,033	480,585	-30.9%	$13.2M
Envestnet Portfolio Solutions, Inc.	ADD	46,611	296,320	+27.1%	$8.1M
Arax Advisory Partners	DOUBLED	19,945	281,487	+182.3%	$7.7M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HDV.

Shares short

1,160,666

Settlement Sep 15, 2026

Change vs prior

-14.7%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume