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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
17.11%
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 %
FF
1026
Francis Financial
$222K – – –
IIL
1027
Insight Inv LLC
California
$221K – – –
CWM
1028
Chemistry Wealth Management
New York
$220K -$3.72K -28 -2%
PPW
1029
Pasadena Private Wealth
California
$220K +$664 +5 +0.3%
WAS
1030
Wealth Advisory Solutions
Indiana
$219K +$5.84K +44 +3%
PFG
1031
Prosperity Financial Group
California
$219K +$219K +1,647 New
MCM
1032
Morton Capital Management
California
$218K – – –
CWMK
1033
Caliber Wealth Management (Kansas)
Kansas
$218K +$218K +1,638 New
MA
1034
MONECO Advisors
Connecticut
$217K -$23.5K -177 -10%
PFM
1035
Phillips Financial Management
Indiana
$217K -$133 -1 -0.1%
FMC
1036
First Merchants Corp
Indiana
$217K – – –
1NWS
1037
1 North Wealth Services
Maryland
$217K -$19.7K -148 -8%
ACM
1038
Allred Capital Management
Texas
$216K -$74.8K -564 -26%
IFWM
1039
Institute for Wealth Management
Colorado
$216K -$49.9K -376 -19%
AWAG
1040
ARS Wealth Advisors Group
Florida
$216K – – –
UIM
1041
Unified Investment Management
Georgia
$216K – – –
GSIAS
1042
Garden State Investment Advisory Services
New Jersey
$216K +$1.73K +13 +0.8%
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$216K -$9.83K -74 -4%
AWA
1044
ARQ Wealth Advisors
Arizona
$215K – – –
FDDB
1045
Fidelity D&D Bancorp
Pennsylvania
$214K -$15.3K -115 -7%
DWAM
1046
Duncan Williams Asset Management
Tennessee
$214K +$1.99K +15 +0.9%
NAG
1047
Northstar Advisory Group
New Jersey
$214K -$10.1K -76 -5%
HWM
1048
Howard Wealth Management
Connecticut
$213K +$398 +3 +0.2%
UB
1049
Umpqua Bank
Oregon
$213K +$213K +1,570 New
FCM
1050
Firestone Capital Management
Florida
$213K – – –
40 41
42
43 44