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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,277 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, 438 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-19
Holders Change %
-1.47%
% of All Funds
17.12%
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
438
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 %
CWM
576
Cornerstone Wealth Management
Missouri
$804K +$32.9K +248 +4%
MOS
577
MGO One Seven
Ohio
$802K +$144K +1,082 +22%
DFG
578
Dupree Financial Group
Kentucky
$799K -$17.4K -131 -2%
DIP
579
DT Investment Partners
Pennsylvania
$797K – – –
TA
580
TruWealth Advisors
Louisiana
$797K +$1.73K +13 +0.2%
FCFC
581
First Citizens Financial Corp
Iowa
$794K -$477K -3,590 -38%
VCM
582
Virtue Capital Management
Tennessee
$791K -$194K -1,462 -20%
BCWM
583
Bartlett & Co Wealth Management
Ohio
$784K -$3.32K -25 -0.4%
LBC
584
Lowe Brockenbrough & Co
Virginia
$781K – – –
MC
585
Moors & Cabot
Massachusetts
$776K +$531 +4 +0.1%
TWA
586
Trace Wealth Advisors
California
$771K -$42.5K -320 -5%
TYCC
587
Texas Yale Capital Corp
Florida
$770K – – –
APA
588
Astoria Portfolio Advisors
New York
$768K +$156K +1,136 +26%
MCM
589
M1 Capital Management
Michigan
$764K +$4.65K +35 +0.6%
AWM
590
Avior Wealth Management
Nebraska
$760K +$398 +3 +0.1%
MWM
591
Modera Wealth Management
New Jersey
$760K -$68.4K -515 -8%
AIMC
592
Alley Investment Management Company
Illinois
$758K +$9.56K +72 +1%
RWA
593
River Wealth Advisors
Pennsylvania
$753K -$8.23K -62 -1%
MIM
594
Marco Investment Management
Georgia
$741K – – –
CIA
595
Choate Investment Advisors
Massachusetts
$729K -$44.5K -335 -6%
First Manhattan
596
First Manhattan
New York
$726K +$37.9K +285 +6%
SC
597
SouthState Corp
Florida
$725K +$119K +899 +20%
YIH
598
Y-Intercept (HK)
Hong Kong
$724K +$476K +3,581 +191%
CCWM
599
Cassaday & Co Wealth Management
Virginia
$724K – – –
SEIA
600
Signature Estate & Investment Advisors
California
$713K -$1.99K -15 -0.3%
22 23
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