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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 %
CCM
1051
Carderock Capital Management
Maryland
$212K – – –
OFO
1052
OneAscent Family Office
Alabama
$212K – – –
TCM
1053
TABR Capital Management
California
$212K +$1.99K +15 +0.9%
AA
1054
AJ Advisors
Tennessee
$212K +$1.46K +11 +0.7%
DJSG
1055
D.J. St. Germain
Massachusetts
$212K -$46.6K -351 -18%
UAS
1056
United Asset Strategies
New York
$211K – – –
AWA
1057
Adapt Wealth Advisors
Georgia
$211K – – –
PFA
1058
Pettinga Financial Advisors
Indiana
$209K -$43.2K -325 -17%
WCP
1059
Wick Capital Partners
Pennsylvania
$209K +$47.8K +466 +30%
KOMWMG
1060
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K +$5.71K +43 +3%
VHAM
1061
Van Hulzen Asset Management
California
$208K – – –
ACIM
1062
Azimuth Capital Investment Management
Michigan
$208K – – –
GSWM
1063
Golden State Wealth Management
California
$208K -$17.9K -135 -8%
SFA
1064
Seneca Financial Advisors
New York
$208K +$1.2K +9 +0.6%
SWP
1065
Sagespring Wealth Partners
Tennessee
$207K +$9.43K +71 +5%
LA
1066
Latitude Advisors
Florida
$207K +$266 +2 +0.1%
CWS
1067
Confluence Wealth Services
Pennsylvania
$207K +$207K +1,559 New
BIM
1068
Breakwater Investment Management
Washington
$207K – – –
HFRG
1069
Houlihan Financial Resource Group
Virginia
$206K – – –
RA
1070
Rise Advisors
New York
$205K +$797 +6 +0.4%
GLA
1071
Great Lakes Advisors
Illinois
$205K -$91.8K -691 -31%
OWA
1072
Octavia Wealth Advisors
Ohio
$205K -$19.9K -150 -9%
CCA
1073
Cypress Capital Advisors
Tennessee
$204K – – –
PCH
1074
PGIM Custom Harvest
New Jersey
$204K +$204K +1,535 New
HSWM
1075
Hubbell Strickland Wealth Management
Louisiana
$204K +$1.86K +14 +0.9%
41 42
43
44 45