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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,276 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
437
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
251
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M +$185K +1,394 +7%
FA
252
Flagstar Advisors
New York
$2.65M -$241K -1,818 -8%
HTC
253
Haverford Trust Company
Pennsylvania
$2.64M -$124K -936 -4%
HBW
254
Hazlett, Burt & Watson
West Virginia
$2.63M -$17.5K -132 -0.7%
BAM
255
Berkshire Asset Management
Pennsylvania
$2.62M +$1.46K +11 +0.1%
CPIG
256
Chicago Partners Investment Group
Illinois
$2.6M +$2.08K +15 +0.1%
CGA
257
Crescent Grove Advisors
Illinois
$2.59M +$508K +3,828 +24%
TCA
258
Transcend Capital Advisors
New Jersey
$2.57M +$398 +3 +0%
WA
259
Waverly Advisors
Alabama
$2.57M -$27.6K -208 -1%
WB
260
Webster Bank
Connecticut
$2.56M -$63.7K -480 -2%
PFT
261
Providence First Trust
Arizona
$2.56M -$11.7K -88 -0.5%
IA
262
IFC Advisors
California
$2.54M -$2.26K -17 -0.1%
CTC
263
Corundum Trust Company
South Dakota
$2.53M – – –
ZF
264
Zhang Financial
Michigan
$2.52M -$29.8K -224 -1%
AQR Capital Management
265
AQR Capital Management
Connecticut
$2.51M +$827K +6,228 +49%
CAG
266
Csenge Advisory Group
Florida
$2.5M +$37.1K +283 +2%
TRCT
267
Tower Research Capital (TRC)
New York
$2.5M +$2.5M +18,822 +110,718%
GPW
268
Gentry Private Wealth
Kansas
$2.5M +$363K +2,736 +17%
FNBT
269
FineMark National Bank & Trust
Florida
$2.49M -$159K -1,199 -6%
WTC
270
WhitTier Trust Company
Nevada
$2.48M +$167K +1,258 +7%
CWS
271
Cypress Wealth Services
California
$2.48M -$348K -2,619 -12%
LSC
272
Logan Stone Capital
Illinois
$2.47M +$1.22M +9,152 +97%
NW
273
NewEdge Wealth
Pennsylvania
$2.44M +$206K +1,517 +9%
CIA
274
Caerus Investment Advisors
Texas
$2.44M – – –
MT
275
Midwest Trust
Kansas
$2.44M +$2.44M +18,345 New
9 10
11
12 13