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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 %
CD
626
Chapin Davis
Maryland
$669K – – –
LPAM
627
Lodestar Private Asset Management
California
$668K +$266 +2 +0%
AFP
628
Ausdal Financial Partners
Iowa
$665K -$6.91K -52 -1%
NGA
629
Naples Global Advisors
Florida
$664K +$664K +5,003 New
GT
630
Greenleaf Trust
Michigan
$662K – – –
RSF
631
Rik Saylor Financial
Ohio
$660K -$25K -188 -4%
GSB
632
Greenfield Savings Bank
Massachusetts
$657K -$5.98K -45 -0.9%
CA
633
CoreCap Advisors
Michigan
$654K -$694K -5,227 -51%
NFTC
634
North Forty Two & Co
Oregon
$651K +$9.96K +75 +2%
LNB
635
Ledyard National Bank
$648K -$166K -1,250 -20%
NL
636
NVWM LLC
Pennsylvania
$648K +$457K +3,439 +239%
BFC
637
Bedel Financial Consulting
Indiana
$644K – – –
WIM
638
Warwick Investment Management
Texas
$644K -$5.84K -44 -0.9%
SW
639
SVB Wealth
Massachusetts
$638K +$638K +4,806 New
EWM
640
Evermay Wealth Management
Virginia
$636K -$15.4K -116 -2%
TCOV
641
Trust Company of Vermont
Vermont
$635K +$79.8K +601 +14%
CAG
642
Crestwood Advisors Group
Massachusetts
$633K – – –
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$632K +$632K +4,755 New
PGA
644
Portland Global Advisors
Maine
$631K – – –
GVAG
645
Great Valley Advisor Group
Delaware
$630K +$3.72K +28 +0.6%
CA
646
CapWealth Advisors
Tennessee
$628K -$16.9K -127 -3%
OMC
647
Old Mission Capital
Illinois
$627K +$627K +4,722 New
FFW
648
Fusion Family Wealth
New York
$627K +$7.17K +54 +1%
WAM
649
Weatherly Asset Management
California
$626K – – –
KWS
650
Keystone Wealth Services
California
$626K +$8.9K +67 +1%
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