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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 %
DC
301
Diametric Capital
Massachusetts
$2.14M +$2.14M +16,138 New
SS
302
Sunbelt Securities
Texas
$2.14M +$1.32M +10,061 +162%
EW
303
Evoke Wealth
California
$2.13M +$135K +1,014 +7%
FSA
304
Franklin Street Advisors
North Carolina
$2.13M – – –
TCM
305
Traynor Capital Management
Pennsylvania
$2.12M -$176K -1,303 -8%
TWP
306
Tempus Wealth Planning
California
$2.11M -$84.5K -636 -4%
CFP
307
Cascade Financial Partners
California
$2.11M – – –
MFG
308
Magnus Financial Group
New York
$2.11M +$13.1K +99 +0.6%
SWP
309
Summit Wealth Partners
Florida
$2.11M +$531 +4 +0%
B
310
Bensler
Washington
$2.09M -$26.8K -202 -1%
NSCM
311
New South Capital Management
Tennessee
$2.08M – – –
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$23.1K -174 -1%
LPT
313
Legacy Private Trust
Wisconsin
$2.06M -$53.1K -400 -3%
KWM
314
Kaydan Wealth Management
Michigan
$2.05M -$19.5K -147 -0.9%
CRC
315
Curi RMB Capital
Illinois
$2.05M +$295K +2,222 +17%
CCM
316
Coldstream Capital Management
Washington
$2.05M -$14.6K -110 -0.7%
IBOK
317
Independence Bank of Kentucky
Kentucky
$2.05M +$29.9K +225 +1%
FCFC
318
First Commonwealth Financial Corp
Pennsylvania
$2.05M -$1.09M -8,195 -35%
OA
319
Oxbow Advisors
Texas
$2.04M -$67.5K -508 -3%
CAM
320
Cozad Asset Management
Illinois
$2.04M +$15.3K +115 +0.8%
WCM
321
WealthBridge Capital Management
Ohio
$2.03M +$21.5K +162 +1%
AMG
322
Asset Management Group
Connecticut
$2.03M +$15.9K +120 +0.8%
SIC
323
Salem Investment Counselors
North Carolina
$2.03M -$21.2K -160 -1%
YCG
324
Yeomans Consulting Group
Georgia
$2.03M -$466K -3,439 -19%
CNBT
325
Canandaigua National Bank & Trust
New York
$2.03M -$37.1K -279 -2%
11 12
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