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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 %
VCM
776
Vision Capital Management
Oregon
$412K – – –
JPWM
777
Jamison Private Wealth Management
Georgia
$410K +$664 +5 +0.2%
Citadel Advisors
778
Citadel Advisors
Florida
$409K +$197K +1,483 +93%
FFWM
779
Future Financial Wealth Management
Ohio
$407K – – –
CWA
780
Continuum Wealth Advisors
New York
$406K – – –
PWA
781
Primoris Wealth Advisors
Florida
$405K +$405K +3,051 New
TWM
782
Thrive Wealth Management
Pennsylvania
$405K +$1.33K +10 +0.3%
MAWA
783
Moss Adams Wealth Advisors
Washington
$400K – – –
PCA
784
Providence Capital Advisors
North Carolina
$400K +$39.6K +298 +11%
TA
785
TrueWealth Advisors
Alabama
$398K – – –
WPC
786
Waters Parkerson & Co
Louisiana
$393K – – –
NAMP
787
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$393K – – –
HI
788
Horizon Investments
North Carolina
$392K -$26.6K -200 -6%
ESB
789
Essex Savings Bank
Connecticut
$391K -$1.99K -15 -0.5%
LDB
790
Lee, Danner & Bass
Tennessee
$391K -$53.1K -400 -12%
BWG
791
Balanced Wealth Group
Ohio
$390K +$3.78K +28 +1%
BOJHT
792
Bank of Jackson Hole Trust
Wyoming
$388K – – –
AA
793
AF Advisors
California
$386K +$797 +6 +0.2%
BB
794
Busey Bank
Illinois
$385K -$122K -920 -24%
TCM
795
Twele Capital Management
Minnesota
$384K -$22.4K -169 -6%
SCA
796
Sage Capital Advisors
South Dakota
$384K +$3.59K +27 +0.9%
FA
797
FC Advisory
Pennsylvania
$383K +$2.26K +17 +0.6%
RMDI
798
R.M. Davis Inc
Maine
$382K +$25K +188 +7%
AFO
799
Arrowroot Family Office
California
$382K +$382K +2,876 New
Simplex Trading
800
Simplex Trading
Illinois
$381K +$140K +1,057 +58%
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