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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 %
PTP
476
Platform Technology Partners
New York
$1.13M -$20.5K -154 -2%
AIP
477
ARS Investment Partners
New York
$1.13M – – –
ORC
478
O'Rourke & Company
Massachusetts
$1.13M +$1.99K +15 +0.2%
CNBTD
479
Citizens National Bank Trust Department
Mississippi
$1.13M -$17.9K -135 -2%
SCM
480
SCS Capital Management
Massachusetts
$1.12M -$564K -4,248 -33%
HI
481
Harbour Investments
Wisconsin
$1.12M +$15K +113 +1%
PTC
482
Private Trust Company
Ohio
$1.11M -$19.9K -150 -2%
FWA
483
Flagship Wealth Advisors
Massachusetts
$1.11M +$131K +989 +13%
IWN
484
Independent Wealth Network
Iowa
$1.11M +$9.3K +70 +0.8%
FWIA
485
Fort Washington Investment Advisors
Ohio
$1.11M -$58.4K -440 -5%
CCG
486
Chatham Capital Group
Georgia
$1.1M – – –
DTC
487
Davidson Trust Company
Washington
$1.1M – – –
CPW
488
Cove Private Wealth
New York
$1.1M +$432K +3,250 +65%
KMWM
489
Keudell/Morrison Wealth Management
Oregon
$1.09M +$10.5K +79 +1%
FNT
490
First National Trust
Pennsylvania
$1.09M -$45.2K -340 -4%
IWM
491
IHT Wealth Management
Illinois
$1.09M -$398 -3 -0%
Koshinski Asset Management
492
Koshinski Asset Management
Illinois
$1.08M +$167K +1,260 +18%
GWANC
493
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M – – –
ABC
494
Associated Banc-Corp
Wisconsin
$1.08M – – –
FCH
495
Freestone Capital Holdings
Washington
$1.08M – – –
BFS
496
Bradley Foster & Sargent
Connecticut
$1.07M +$229K +1,727 +27%
AWM
497
Alterna Wealth Management
Texas
$1.06M -$1.59K -12 -0.2%
AWM
498
AE Wealth Management
Kansas
$1.05M +$76.2K +574 +8%
CB
499
Cadence Bank
Mississippi
$1.05M +$19.3K +145 +2%
TPA
500
Trivium Point Advisory
Connecticut
$1.05M +$415K +3,121 +66%
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