DVY icon

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 %
SFG
951
SNS Financial Group
Minnesota
$270K +$1.06K +8 +0.4%
MA
952
Montag & Associates
Georgia
$269K – – –
SCA
953
Stillwater Capital Advisors
Pennsylvania
$268K +$6.64K +50 +3%
CA
954
Carson Advisory
Georgia
$267K -$19.9K -150 -7%
PWA
955
Provenance Wealth Advisors
Florida
$267K – – –
SPF
956
South Plains Financial
Texas
$267K – – –
PIA
957
Perennial Investment Advisors
California
$266K +$53.1K +400 +25%
BAM
958
Bosun Asset Management
Illinois
$266K – – –
GP
959
Gridiron Partners
Pennsylvania
$266K – – –
AAM
960
Augustine Asset Management
Florida
$266K -$17.5K -132 -6%
KPWG
961
KFA Private Wealth Group
Virginia
$264K -$531 -4 -0.2%
RB
962
Renasant Bank
Mississippi
$264K – – –
AT
963
American Trust
Kentucky
$263K +$263K +1,983 New
SC
964
Sepio Capital
Utah
$262K – – –
AW
965
Avion Wealth
Texas
$262K -$26.2K -198 -9%
SIA
966
Summit Investment Advisors
Maryland
$262K +$2.41K +18 +0.9%
FFM
967
Forum Financial Management
Illinois
$261K – – –
LC
968
LCNB Corp
Ohio
$261K – – –
SWM
969
Sterling Wealth Management
Illinois
$260K +$260K +1,961 New
SIAS
970
Summit Investment Advisory Services
Minnesota
$260K +$260K +1,955 New
CWM
971
Cedar Wealth Management
California
$258K – – –
AWG
972
Altus Wealth Group
Colorado
$257K +$133 +1 +0.1%
MWM
973
Melfa Wealth Management
Massachusetts
$256K +$3.32K +25 +1%
SFP
974
Sterling Financial Planning
New Jersey
$255K -$1.59K -12 -0.6%
MF
975
Manuka Financial
Virginia
$254K – – –
37 38
39
40 41