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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 %
ACA
451
Aptus Capital Advisors
Alabama
$1.23M +$6.38K +48 +0.5%
TWA
452
TCI Wealth Advisors
Arizona
$1.23M -$99.2K -747 -7%
ALA
453
Atlas Legacy Advisors
California
$1.22M +$663K +4,991 +118%
GC
454
Grimes & Company
Massachusetts
$1.22M +$4.78K +36 +0.4%
CL
455
Choreo LLC
Illinois
$1.21M -$109K -821 -8%
PWW
456
Pettyjohn Wood & White
Virginia
$1.2M – – –
VCS
457
Vaughan & Co Securities
New Jersey
$1.2M +$9.56K +72 +0.8%
TAM
458
Titleist Asset Management
Texas
$1.19M +$68K +512 +6%
RIM
459
Rockbridge Investment Management
New York
$1.19M – – –
RCAG
460
Rehmann Capital Advisory Group
Michigan
$1.19M +$7.04K +53 +0.6%
WFM
461
Wolff Financial Management
Michigan
$1.19M -$10.2K -77 -0.9%
DWM
462
Dakota Wealth Management
Florida
$1.19M -$135K -1,015 -10%
CAL
463
Capital Advisors Ltd
Ohio
$1.18M -$5.31K -40 -0.4%
WAG
464
Winthrop Advisory Group
Massachusetts
$1.18M +$141K +1,062 +14%
AWM
465
Apollon Wealth Management
South Carolina
$1.18M -$140K -1,054 -11%
ONST
466
Old North State Trust
North Carolina
$1.18M -$72.4K -545 -6%
MWM
467
Meridian Wealth Management
Kentucky
$1.17M -$10.1K -76 -0.9%
PCG
468
Prosperity Consulting Group
Maryland
$1.17M -$11.7K -88 -1%
WIC
469
Woodmont Investment Counsel
Tennessee
$1.16M +$630K +4,741 +118%
IWC
470
Infinity Wealth Counsel
Ohio
$1.16M – – –
VWM
471
Venturi Wealth Management
Texas
$1.16M -$192K -1,447 -14%
EFG
472
Embree Financial Group
Illinois
$1.16M +$19.7K +148 +2%
KBFS
473
Kohmann Bosshard Financial Services
Ohio
$1.16M – – –
AI
474
Accredited Investors
Minnesota
$1.14M +$4.65K +35 +0.4%
PWP
475
Perfromance Wealth Partners
Illinois
$1.14M -$97.1K -731 -8%
17 18
19
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