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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 %
CNBOF
901
City National Bank of Florida
Florida
$301K -$43.8K -330 -13%
HWA
902
Heritage Wealth Advisors
Virginia
$300K – – –
PMFA
903
Plante Moran Financial Advisors
Michigan
$300K +$18.3K +138 +7%
PCWA
904
Pacific Capital Wealth Advisors
California
$299K – – –
HH
905
HWG Holdings
Texas
$299K – – –
DAS
906
Dynamic Advisor Solutions
Arizona
$299K -$22.8K -172 -7%
GAG
907
GM Advisory Group
New York
$298K +$1.73K +13 +0.6%
CWM
908
Castle Wealth Management
Florida
$298K +$13.3K +100 +5%
CAC
909
Certified Advisory Corp
Florida
$297K – – –
S
910
SignatureFD
Georgia
$297K +$60.4K +455 +26%
CIAS
911
Capital Investment Advisory Services
North Carolina
$294K -$3.19K -24 -1%
VIA
912
Victrix Investment Advisors
Florida
$294K +$25.2K +190 +9%
AIFAIM
913
American Institute for Advanced Investment Management
Arizona
$290K – – –
JC
914
JB Capital
Connecticut
$290K +$290K +2,180 New
PCFFS
915
Pacific Center for Financial Services
California
$289K +$1.99K +15 +0.7%
NIM
916
Northeast Investment Management
Massachusetts
$289K +$16.9K +127 +6%
SNBOSCI
917
Security National Bank of Sioux City Iowa
Iowa
$288K -$51.8K -390 -15%
CWM
918
Connecticut Wealth Management
Connecticut
$286K – – –
SWM
919
Silverlake Wealth Management
Vermont
$286K +$286K +2,150 New
CCA
920
Cobblestone Capital Advisors
New York
$284K +$284K +2,141 New
MCC
921
Money Concepts Capital
Florida
$284K -$15K -113 -5%
ANHIM
922
Alan N. Hoffman Investment Management
Massachusetts
$283K – – –
FWM
923
FSA Wealth Management
Massachusetts
$283K +$133 +1 +0%
GKIM
924
GW&K Investment Management
Massachusetts
$283K +$9.83K +74 +4%
OCM
925
Orion Capital Management
California
$283K -$26.6K -200 -9%
35 36
37
38 39