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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 %
MAS
851
Meeder Advisory Services
Ohio
$343K -$8.37K -63 -2%
MPWT
852
MassMutual Private Wealth & Trust
Connecticut
$343K +$59.8K +450 +21%
SFWC
853
Strategic Family Wealth Counselors
New Jersey
$342K +$13.8K +104 +4%
GWS
854
Glassman Wealth Services
Virginia
$341K – – –
BFO
855
Biltmore Family Office
North Carolina
$341K -$13.3K -100 -4%
AFTS
856
American Financial & Tax Strategies
New York
$339K – – –
PCM
857
Passive Capital Management
Maryland
$338K – – –
CFIA
858
Cantor Fitzgerald Investment Advisors
New York
$338K – – –
CFS
859
Commonwealth Financial Services
West Virginia
$337K – – –
CWM
860
Calamos Wealth Management
Illinois
$336K – – –
RT
861
Rockland Trust
Massachusetts
$336K -$23.2K -175 -6%
VT
862
Vise Technologies
New York
$335K +$335K +2,523 New
MAM
863
Marquette Asset Management
Minnesota
$333K – – –
MCM
864
Mengis Capital Management
Oregon
$332K – – –
CT
865
Colonial Trust
South Carolina
$330K -$4.52K -34 -1%
SOS
866
Silver Oak Securities
Tennessee
$329K +$329K +2,479 New
AWM
867
AllSquare Wealth Management
New York
$329K – – –
ERWM
868
Elk River Wealth Management
Colorado
$328K – – –
GKWIM
869
Gerber Kawasaki Wealth & Investment Management
California
$328K +$398 +3 +0.1%
MAM
870
Mystic Asset Management
Rhode Island
$327K -$1.99K -15 -0.6%
FHC
871
First Heartland Consultants
Missouri
$326K -$4.12K -31 -1%
NB
872
Northwest Bancshares
Pennsylvania
$326K -$2.92K -22 -0.9%
GBT
873
Grove Bank & Trust
Florida
$326K – – –
CA
874
Cornerstone Advisory
Maryland
$324K +$1.86K +14 +0.6%
RB
875
Rodgers Brothers
Pennsylvania
$322K – – –
33 34
35
36 37