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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 %
SIA
876
Soltis Investment Advisors
Utah
$319K +$133 +1 +0%
UBV
877
United Bank (Virginia)
Virginia
$319K – – –
AWE
878
Avidian Wealth Enterprises
Texas
$318K +$25K +188 +9%
PSF
879
Pacific Sun Financial
California
$318K – – –
EWM
880
Empirical Wealth Management
Washington
$317K -$32.7K -246 -9%
PTC
881
Philadelphia Trust Company
Pennsylvania
$314K -$33.2K -250 -10%
WF
882
WoodTrust Financial
Wisconsin
$314K – – –
BFS
883
BridgePort Financial Solutions
Iowa
$313K +$9.16K +69 +3%
GAM
884
Grandview Asset Management
Pennsylvania
$313K +$1.2K +9 +0.4%
HCM
885
Highview Capital Management
Illinois
$312K – – –
FCM
886
Fogel Capital Management
Florida
$311K -$69.7K -525 -18%
BWA
887
BlueChip Wealth Advisors
Georgia
$311K – – –
BIP
888
Bouvel Investment Partners
Pennsylvania
$310K -$2.27M -17,071 -88%
CSIC
889
Clifford Swan Investment Counsel
California
$310K -$26.6K -200 -8%
CG
890
Clarus Group
Texas
$309K – – –
CBA
891
Coastal Bridge Advisors
Connecticut
$308K – – –
GS
892
GWN Securities
Florida
$308K -$367K -2,759 -54%
IF
893
IRON Financial
Illinois
$308K +$1.99K +15 +0.7%
AFS
894
Access Financial Services
Minnesota
$308K – – –
WP
895
Westmount Partners
California
$305K -$8.23K -62 -3%
CWM
896
ClientFirst Wealth Management
Arkansas
$303K – – –
RA
897
RFG Advisory
Alabama
$303K -$25K -188 -8%
AF
898
Affiance Financial
Minnesota
$302K – – –
OCM
899
One Capital Management
California
$301K – – –
AIA
900
Arbor Investment Advisors
North Carolina
$301K -$6.11K -46 -2%
34 35
36
37 38