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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
$406M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M
3
Wells Fargo
Wells Fargo
California
$500M
4
LPL Financial
LPL Financial
California
$225M
5
HWM
HB Wealth Management
Georgia
$17.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.04B
2
MHI
Miller Howard Investments
New York
$7.9M
3
HNB
Huntington National Bank
Ohio
$38.8M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Raymond James Financial
Raymond James Financial
Florida
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
276
Sax Wealth Advisors
New Jersey
$2.43M -$55.6K -419 -2%
SFS
277
Sowell Financial Services
Arkansas
$2.42M -$264K -1,988 -10%
TFS
278
Thoroughbred Financial Services
Tennessee
$2.4M -$979K -7,374 -29%
WB
279
WesBanco Bank
West Virginia
$2.39M +$381K +2,865 +19%
LFAS
280
Level Four Advisory Services
Texas
$2.39M -$42.5K -320 -2%
MFWP
281
Mosaic Family Wealth Partners
Missouri
$2.39M +$14.9K +112 +0.6%
SSW
282
Smith Shellnut Wilson
Mississippi
$2.35M -$501K -3,775 -18%
WAM
283
Weinberger Asset Management
California
$2.34M -$17.3K -130 -0.7%
FAM
284
Flaharty Asset Management
Florida
$2.29M -$206K -1,548 -8%
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$2.28M -$25K -188 -1%
HCM
286
Howland Capital Management
Massachusetts
$2.27M -$31.7K -239 -1%
TCA
287
Trifecta Capital Advisors
Illinois
$2.25M +$361K +2,715 +19%
PNC
288
Park National Corp
Ohio
$2.23M – – –
GFP
289
Gryphon Financial Partners
Ohio
$2.23M +$67.5K +508 +3%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$2.23M +$13.3K +100 +0.6%
FFS
291
Founders Financial Securities
Maryland
$2.22M +$4.91K +37 +0.2%
PAA
292
Peregrine Asset Advisers
Oregon
$2.22M +$91.4K +688 +4%
HSBC Holdings
293
HSBC Holdings
United Kingdom
$2.2M +$17.4K +131 +0.8%
GI
294
GAMCO Investors
Connecticut
$2.19M +$1.53M +11,508 +230%
BCA
295
Bay Colony Advisors
Massachusetts
$2.18M -$68.1K -513 -3%
FHA
296
First Horizon Advisors
Tennessee
$2.18M +$42.6K +321 +2%
PA
297
Parallel Advisors
California
$2.17M +$36K +271 +2%
ES
298
Eagle Strategies
New York
$2.17M +$63.9K +481 +3%
SI
299
Stephens Inc
Arkansas
$2.15M -$331K -2,491 -13%
DWG
300
Darden Wealth Group
Michigan
$2.15M -$89.9K -677 -4%
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