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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
17.11%
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
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 %
PIM
701
Parker Investment Management
California
$511K +$511K +3,850 New
BCG
702
Breakwater Capital Group
New Jersey
$511K -$13.4K -101 -3%
CHAM
703
Clear Harbor Asset Management
Connecticut
$511K – – –
TSWM
704
Triangle Securities Wealth Management
North Carolina
$508K – – –
NCM
705
Neumann Capital Management
California
$507K – – –
NB
706
Nicolet Bankshares
Wisconsin
$506K -$19.9K -150 -4%
TCMP
707
Thrive Capital Management (Pennsylvania)
Pennsylvania
$504K +$504K +3,797 New
ML
708
Mayport LLC
Massachusetts
$494K +$531 +4 +0.1%
SCM
709
Schnieders Capital Management
California
$492K -$13.3K -100 -3%
AI
710
Atria Investments
North Carolina
$492K -$310K -2,337 -39%
CNB
711
Camden National Bank
Maine
$492K -$15.9K -120 -3%
MAM
712
MMA Asset Management
Pennsylvania
$491K -$3.57M -26,919 -88%
PWM
713
Pines Wealth Management
North Carolina
$488K – – –
CPSAC
714
Chas P. Smith & Associates (CPS)
Florida
$487K – – –
FIA
715
Foundations Investment Advisors
Arizona
$485K +$53.5K +403 +12%
RTL
716
Red Tortoise LLC
Georgia
$483K +$398 +3 +0.1%
BSA
717
Bull Street Advisors
Georgia
$481K – – –
PA
718
Procyon Advisors
Connecticut
$479K – – –
MLL
719
Moody Lynn & Lieberson
Massachusetts
$478K – – –
WCG
720
Weaver Consulting Group
California
$477K -$81.8K -616 -15%
FIG
721
FSA Investment Group
Florida
$477K +$4.52K +34 +1%
RL
722
Rogco LP
Oklahoma
$477K – – –
TC
723
Trilogy Capital
California
$475K -$4.85M -36,496 -91%
NF
724
Nikulski Financial
Iowa
$474K -$33.2K -250 -7%
TFM
725
TFC Financial Management
Massachusetts
$474K +$10.6K +80 +2%
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