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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 %
ICM
501
Islay Capital Management
Texas
$1.04M -$7.3K -55 -0.7%
LT
502
Legacy Trust
Michigan
$1.04M – – –
MA
503
MKT Advisors
California
$1.04M -$3.25K -24 -0.3%
SFM
504
Signet Financial Management
New Jersey
$1.03M -$74.6K -562 -7%
AIC
505
Archer Investment Corporation
Indiana
$1.03M +$531 +4 +0.1%
KPWS
506
Kestra Private Wealth Services
Texas
$1.03M +$1.59K +12 +0.2%
QCM
507
QRG Capital Management
Illinois
$1.03M +$12.9K +97 +1%
SIMC
508
Squire Investment Management Company
Utah
$1.03M – – –
GCA
509
Greenwood Capital Associates
South Carolina
$1.02M +$1.02M +7,653 New
DWT
510
Dorsey & Whitney Trust
South Dakota
$1.02M +$302K +2,273 +42%
PPC
511
Park Place Capital
Alabama
$1.01M – – –
DW
512
Dodds Wealth
Colorado
$1M -$38.2K -288 -4%
KCM
513
Kanawha Capital Management
Virginia
$1M -$8.24K -62 -0.8%
Financial Engines Advisors
514
Financial Engines Advisors
California
$995K +$219K +1,647 +28%
CF
515
Claris Financial
Virginia
$992K +$142K +1,070 +17%
CTC
516
Central Trust Company
Missouri
$991K -$35.2K -265 -3%
CIA
517
Concurrent Investment Advisors
Florida
$979K -$108K -812 -10%
BHWM
518
Bar Harbor Wealth Management
New Hampshire
$975K – – –
CA
519
Capital Advantage
California
$972K -$64.7K -487 -6%
BFA
520
Beacon Financial Advisory
Ohio
$968K -$77.8K -586 -7%
AWM
521
Aprio Wealth Management
Georgia
$968K +$7.3K +55 +0.8%
CWG
522
Cornerstone Wealth Group
North Carolina
$968K -$24.2K -182 -2%
GPA
523
Guerra Pan Advisors
New Jersey
$967K +$133 +1 +0%
NLP
524
Next Level Private
New York
$965K +$9.03K +68 +0.9%
AF
525
Apollon Financial
South Carolina
$965K – – –
19 20
21
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