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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 %
AWM
326
Aberdeen Wealth Management
Illinois
$2.01M – – –
PBK
327
Peoples Bank (Kansas)
Kansas
$2.01M +$45.6K +343 +2%
MFA
328
Mayflower Financial Advisors
Massachusetts
$2M -$398 -3 -0%
APWA
329
Atlas Private Wealth Advisors
New Jersey
$1.97M -$312K -2,352 -14%
FCP
330
Fidelis Capital Partners
Florida
$1.96M -$196K -1,450 -9%
EWM
331
Evercore Wealth Management
New York
$1.92M – – –
WT
332
Washington Trust
Rhode Island
$1.91M – – –
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$1.91M -$2.85M -21,456 -60%
Citigroup
334
Citigroup
New York
$1.91M -$71.3K -537 -4%
EIA
335
Eldridge Investment Advisors
New Hampshire
$1.9M +$64K +482 +3%
CGH
336
Crossmark Global Holdings
Texas
$1.89M – – –
STA
337
Summit Trail Advisors
New York
$1.89M +$1.89M +14,257 New
OIA
338
OneDigital Investment Advisors
Kansas
$1.88M -$238K -1,792 -11%
SAF
339
Smith Anglin Financial
Texas
$1.88M +$6.91K +52 +0.4%
OPCM
340
Osborne Partners Capital Management
California
$1.88M -$87.8K -661 -4%
EAM
341
Evanson Asset Management
California
$1.87M -$238K -1,793 -11%
PCA
342
Private Capital Advisors
Connecticut
$1.86M – – –
SWP
343
Stratos Wealth Partners
Ohio
$1.84M -$29.5K -222 -2%
CPIA
344
Cornell Pochily Investment Advisors
New York
$1.82M +$16.2K +122 +0.9%
COFSG
345
Carbahal Olsen Financial Services Group
California
$1.82M -$16.5K -124 -0.9%
FHA
346
Flagship Harbor Advisors
Massachusetts
$1.82M -$121K -913 -6%
IAG
347
Investment Advisory Group
Massachusetts
$1.81M +$1.06K +8 +0.1%
GCA
348
Gallagher Capital Advisors
Texas
$1.81M -$2.71M -19,760 -60%
RFC
349
Regions Financial Corp
Alabama
$1.81M -$38.1K -287 -2%
NS
350
NBC Securities
Alabama
$1.81M -$24.4K -184 -1%
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