13FBOX
ISHARES TR · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR

HDV
Institutions
885
Combined AUM (Q2 2026)
$6.56B
Combined Shares (Q2 2026)
218.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+174.0M
848 · 89 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.6M
76 · 62 Exit · ≈
⚖️ Net
+172.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$6.56B
Institutions
885
New Buys
89
Adds
759
Reduces
14
Exits
62
Unchanged
23
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Roehl & Yi Investment Advisors, LLC
0.2%#193$576.4M393,167$00+393,167New Buy
BANK OF AMERICA CORP /DE/
0.04%0.04%#482$564.1M20.6M$554.2M4.1M+16.5M+403.93%Add
MORGAN STANLEY
0.03%0.02%#539$476.1M17.4M$406.6M3.3M+14.0M+423.07%Add
LPL Financial LLC
0.1%0.12%#293$462.8M16.9M$450.3M3.3M+13.6M+408.94%Add
UBS Group AG
0.03%0.03%#522$218.7M8.0M$210.6M1.6M+6.4M+414.18%Add
WELLS FARGO & COMPANY/MN
0.03%0.04%#505$192.3M7.0M$190.9M1.4M+5.6M+398.90%Add
JPMORGAN CHASE & CO
0.01%0.01%#677$183.8M6.6M$175.6M1.3M+5.3M+411.77%Add
JONES FINANCIAL COMPANIES LLLP
0.07%0.07%#358$174.9M6.3M$141.1M1.0M+5.2M+500.33%Add
ROYAL BANK OF CANADA
0.03%0.03%#533$173.7M6.3M$174.0M1.3M+5.1M+394.42%Add
ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#464$168.2M6.1M$161.6M1.2M+4.9M+415.37%Add
RAYMOND JAMES FINANCIAL INC
0.03%0.04%#485$124.2M4.5M$131.4M968,381+3.6M+367.75%Add
Janney Montgomery Scott LLC
0.24%0.3%#178$123.0M4.5M$121.3M893,886+3.6M+401.95%Add
SECURIAN ASSET MANAGEMENT, INC
3.6%3.83%#17$100.8M3.6M$96.9M713,802+2.9M+400.00%Add
Cetera Investment Advisers
0.09%0.09%#322$97.1M3.5M$88.2M650,163+2.9M+444.93%Add
M&T BANK CORP
0.27%0.31%#162$91.6M3.3M$89.6M660,009+2.7M+406.10%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.11%0.12%#283$87.1M3.2M$85.0M625,989+2.6M+407.71%Add
BlackRock, Inc.
<0.01%<0.01%#829$86.3M3.1M$93.2M686,666+2.5M+358.31%Add
AMERIPRISE FINANCIAL INC
0.02%0.03%#615$81.1M3.0M$122.4M902,142+2.1M+228.10%Add
TRUIST FINANCIAL CORP
0.09%0.11%#309$79.0M2.9M$78.3M576,725+2.3M+400.00%Add
BNP PARIBAS FINANCIAL MARKETS
0.03%0.07%#490$69.5M2.5M$136.2M1.0M+1.5M+152.63%Add
LBMC INVESTMENT ADVISORS, LLC
3.43%3.79%#18$63.2M2.3M$62.2M458,400+1.8M+403.33%Add
Mariner, LLC
0.06%0.07%#382$58.8M2.1M$61.3M451,518+1.7M+375.21%Add
OSAIC HOLDINGS, INC.
0.07%0.07%#367$57.2M2.1M$50.2M370,029+1.7M+464.42%Add
FMR LLC
<0.01%<0.01%#792$56.2M2.1M$77.0M567,337+1.5M+261.50%Add
MML INVESTORS SERVICES, LLC
0.1%0.11%#305$47.2M1.7M$41.3M304,658+1.4M+465.13%Add
Steward Partners Investment Advisory, LLC
0.21%0.21%#187$40.9M1.5M$42.1M310,300+1.2M+380.41%Add
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#640$39.7M1.5M$34.4M282,746+1.2M+420.00%Add
Private Advisor Group, LLC
0.17%0.16%#214$37.3M1.4M$34.9M257,027+1.1M+429.59%Add
Townsend & Associates, Inc
3.15%3.03%#21$37.0M1.3M$35.1M264,119+1.0M+396.70%Add
IFP Advisors, Inc
0.6%0.35%#86$33.4M1.2M$17.1M126,072+1.1M+866.98%Add
REGIMEN WEALTH, LLC
8.89%9.33%#4$33.0M1.2M$31.9M235,382+968,476+411.45%Add
SBI Securities Co., Ltd.
0.74%0.9%#75$32.4M1.2M$32.7M240,991+939,831+389.99%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.05%0.07%#411$31.9M1.2M$30.0M223,646+927,688+414.80%Add
Kestra Advisory Services, LLC
0.1%0.11%#303$30.2M1.1M$27.8M204,873+896,746+437.71%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#620$29.6M1.1M$35.1M258,968+821,692+317.29%Add
Aptus Capital Advisors, LLC
0.19%<0.01%#203$27.9M1.0M$194,3511,432+1.0M+70,915.64%Add
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#375$27.2M992,912$24.9M183,596+809,316+440.81%Add
VAUGHAN & Co SECURITIES, INC.
11.63%12.8%#1$24.9M910,132$24.7M181,662+728,470+401.00%Add
Rockefeller Capital Management L.P.
0.04%0.05%#478$24.5M894,746$27.4M202,013+692,733+342.92%Add
SWEENEY & MICHEL, LLC
6.32%6.18%#7$24.1M836,134$21.0M156,369+679,765+434.72%Add
Simmons Bank
1.36%1.6%#46$23.9M872,596$23.9M176,184+696,412+395.28%Add
Atwater Malick LLC
5.14%5.18%#10$23.6M860,904$19.2M141,303+719,601+509.26%Add
Kohmann Bosshard Financial Services, LLC
1.97%2.16%#34$23.2M845,826$22.2M163,758+682,068+416.51%Add
STIFEL FINANCIAL CORP
0.02%0.02%#590$23.1M842,993$22.4M165,115+677,878+410.55%Add
FIFTH THIRD BANCORP
0.04%0.04%#480$22.7M826,398$22.8M167,959+658,439+392.02%Add
HB Wealth Management, LLC
0.13%0.15%#260$22.5M819,098$22.8M168,114+650,984+387.23%Add
Wharton Business Group, LLC
0.74%0.99%#76$21.9M799,575$26.1M192,438+607,137+315.50%Add
Waverly Advisors, LLC
0.13%0.16%#261$21.7M791,070$21.9M161,458+629,612+389.95%Add
Creative Planning
0.01%0.01%#652$21.0M765,835$20.8M153,260+612,575+399.70%Add
Integrated Wealth Concepts LLC
0.1%0.04%#306$19.6M713,935$4.6M33,644+680,291+2,022.03%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow