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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 %
FA
1076
Fiduciary Alliance
South Carolina
$203K +$266 +2 +0.1%
SI
1077
Saxon Interests
Texas
$202K – – –
D
1078
Dentgroup
Louisiana
$202K – – –
LCM
1079
LVM Capital Management
Michigan
$201K – – –
OHWA
1080
Oak Hill Wealth Advisors
Virginia
$201K +$201K +1,478 New
IGGA
1081
Iron Gate Global Advisors
Utah
$201K – – –
HWP
1082
Highline Wealth Partners
California
$200K – – –
GI
1083
GAMMA Investing
California
$200K – – –
NP
1084
Nilsine Partners
Colorado
$200K – – –
TWM
1085
Topsail Wealth Management
North Carolina
$199K – – –
MFT
1086
Moisand Fitzgerald Tamayo
Florida
$199K +$13.3K +100 +7%
FFA
1087
Founders Financial Alliance
North Carolina
$192K -$102K -765 -35%
GWM
1088
Gitterman Wealth Management
New Jersey
$190K +$190K +1,431 New
LFG
1089
Larson Financial Group
Missouri
$184K +$8.24K +62 +5%
BTD
1090
BankPlus Trust Department
Mississippi
$184K – – –
CAM
1091
Costello Asset Management
Pennsylvania
$184K +$1.46K +11 +0.8%
TIM
1092
Tortoise Investment Management
New York
$179K – – –
AA
1093
Ancora Advisors
Ohio
$177K – – –
Russell Investments Group
1094
Russell Investments Group
United Kingdom
$175K -$62.4K -470 -26%
CWP
1095
Concord Wealth Partners
Virginia
$174K +$1.73K +13 +1%
MFA
1096
Morling Financial Advisors
California
$174K +$174K +1,308 New
CWM
1097
Cranbrook Wealth Management
Michigan
$170K – – –
MTIC
1098
Missouri Trust & Investment Company
Missouri
$169K -$1.33K -10 -0.8%
NC
1099
North Capital
Utah
$168K – – –
LI
1100
LRI Investments
Florida
$167K – – –
42 43
44
45 46