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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
17.1%
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 %
TNB
551
Thomasville National Bank
Georgia
$874K -$13.3K -100 -1%
WPW
552
Waldron Private Wealth
Pennsylvania
$872K – – –
ST
553
Sageworth Trust
Pennsylvania
$870K – – –
EB
554
Eastern Bank
Massachusetts
$866K -$98.3K -740 -10%
FPCP
555
Fort Point Capital Partners
California
$860K +$1.86K +14 +0.2%
ITIM
556
Indiana Trust & Investment Management
Indiana
$856K – – –
CGPCS
557
Capital Group Private Client Services
California
$855K -$3.19K -24 -0.4%
OAS
558
Optivise Advisory Services
Tennessee
$854K +$24.3K +183 +3%
AGC
559
Aspen Grove Capital
Colorado
$853K +$5.98K +45 +0.7%
WDG
560
Wealth Dimensions Group
Ohio
$850K +$2.13K +16 +0.3%
DQRIM
561
Dale Q Rice Investment Management
Washington
$847K -$841K -6,260 -50%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$845K +$26.6K +200 +3%
AWM
563
Able Wealth Management
New Jersey
$844K – – –
PCM
564
Prelude Capital Management
New York
$839K +$839K +6,314 New
AL
565
Aspiriant LLC
California
$830K – – –
FMTC
566
Farmers & Merchants Trust Company
California
$828K – – –
WAL
567
W Advisors LLC
Tennessee
$824K – – –
AP
568
Appleton Partners
Massachusetts
$821K – – –
GRP
569
Global Retirement Partners
California
$818K +$818K +6,160 New
IC
570
Iconiq Capital
California
$816K -$14.3K -108 -2%
WF
571
Warner Financial
Maryland
$815K +$1.73K +13 +0.2%
TSS
572
Two Sigma Securities
New York
$810K +$382K +2,874 +89%
WA
573
WealthTrust Axiom
Pennsylvania
$809K – – –
FA
574
Fagan Associates
New York
$808K +$664 +5 +0.1%
RPGK
575
Retirement Planning Group (Kansas)
Kansas
$807K -$67.6K -509 -8%
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