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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 %
OW
976
Olistico Wealth
Oklahoma
$253K +$159K +1,200 +169%
DCM
977
Dudley Capital Management
Virginia
$252K – – –
CG
978
CFO4Life Group
Texas
$252K – – –
GD
979
Grandfield & Dodd
New York
$252K +$252K +1,899 New
VC
980
Vicus Capital
Pennsylvania
$252K +$1.2K +9 +0.5%
WCP
981
Wealthcare Capital Partners
Pennsylvania
$251K +$2.39K +18 +1%
VNA
982
Valley National Advisers
Pennsylvania
$250K – – –
CCM
983
Chilton Capital Management
Texas
$248K +$241K +1,811 +3,018%
MW
984
Maia Wealth
Colorado
$248K -$179K -1,349 -42%
AGWCA
985
Annis Gardner Whiting Capital Advisors
Florida
$248K +$664 +5 +0.3%
PFA
986
Pure Financial Advisors
California
$247K +$247K +1,863 New
GWP
987
Gateway Wealth Partners
Wisconsin
$246K -$15.3K -115 -6%
SPC
988
Spirepoint Private Client
Florida
$246K +$246K +1,853 New
Neuberger Berman Group
989
Neuberger Berman Group
New York
$245K +$4.25K +32 +2%
RIL
990
Rothschild Investment LLC
Illinois
$244K – – –
AFA
991
American Financial Advisors
Georgia
$244K +$266 +2 +0.1%
Tudor Investment Corp
992
Tudor Investment Corp
Connecticut
$244K +$244K +1,836 New
MCWS
993
McKinley Carter Wealth Services
West Virginia
$244K – – –
AIM
994
Anchor Investment Management
South Carolina
$242K +$13.5K +102 +6%
BA
995
Bristlecone Advisors
Washington
$240K -$3.98K -30 -2%
BMCM
996
Bryn Mawr Capital Management
Pennsylvania
$238K – – –
LFA
997
Lauterbach Financial Advisors
Texas
$238K – – –
ACM
998
Advisors Capital Management
New Jersey
$238K -$7.97K -60 -3%
NAS
999
Nicolet Advisory Services
Wisconsin
$237K +$16.2K +121 +7%
CBT
1000
CoreFirst Bank & Trust
Kansas
$236K -$66.4K -500 -22%
38 39
40
41 42