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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 %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$45.8M -$1.19M -8,983 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$41.6M +$1.93M +14,551 +5%
Creative Planning
28
Creative Planning
Kansas
$40.2M +$1.22M +9,156 +3%
ANTB
29
AMG National Trust Bank
Colorado
$39.8M +$153K +1,152 +0.4%
Osaic Holdings
30
Osaic Holdings
Arizona
$39.2M -$761K -5,768 -2%
HNB
31
Huntington National Bank
Ohio
$38.8M -$37.9M – –
CIBC World Market
32
CIBC World Market
Ontario, Canada
$38.4M -$129K -969 -0.3%
CB
33
Commerce Bank
Missouri
$37.8M -$391K -2,942 -1%
Stifel Financial
34
Stifel Financial
Missouri
$37.4M -$2.49M -18,720 -6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$35.5M -$783K -5,894 -2%
MP
36
Moment Partners
California
$33.6M -$988K -7,438 -3%
GIM
37
Glenmede Investment Management
Pennsylvania
$32.4M +$32.4M +243,760 New
M&T Bank
38
M&T Bank
New York
$30.9M -$213K -1,602 -0.7%
LIA
39
LBMC Investment Advisors
Tennessee
$30.7M +$47.8K +360 +0.2%
AssetMark Inc
40
AssetMark Inc
California
$29.7M -$123K -926 -0.4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$28.8M -$460K -3,461 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$28.6M +$1.22M +8,918 +4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$28M -$444K -3,346 -2%
SF
44
Synovus Financial
Georgia
$27.2M +$79.6K +599 +0.3%
EIP
45
Ellis Investment Partners
Pennsylvania
$26.3M -$516K -3,884 -2%
SCA
46
St. Clair Advisors
Ohio
$26M -$1.11M -8,392 -4%
PAG
47
Private Advisor Group
New Jersey
$25.7M -$492K -3,703 -2%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$23.3M +$218K +1,640 +0.9%
ACP
49
Arcus Capital Partners
Georgia
$23.1M +$1.47M +11,064 +7%
YWM
50
Yukon Wealth Management
Kansas
$22.9M +$1.73M +13,015 +8%
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