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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 %
CWM
1126
Crowley Wealth Management
Delaware
$122K +$5.05K +38 +4%
GWM
1127
Grand Wealth Management
Michigan
$119K – – –
WAM
1128
WFA Asset Management
Wisconsin
$111K -$495K -4,091 -82%
SCM
1129
Sterling Capital Management
North Carolina
$110K -$78.2K -589 -41%
GWP
1130
Gen-Wealth Partners
Michigan
$109K – – –
MPCG
1131
Matrix Private Capital Group
New York
$105K -$39.8K -300 -27%
HIIFS
1132
Harel Insurance Investments & Financial Services
Israel
$103K -$179K -1,350 -63%
KFI
1133
Key Financial Inc
Pennsylvania
$101K – – –
CSC
1134
Caldwell Sutter Capital
California
$100K – – –
FF
1135
Finley Financial
Nevada
$97K – – –
FNWA
1136
Financial Network Wealth Advisors
Utah
$94K – – –
MA
1137
MCF Advisors
Kentucky
$93.1K – – –
CIA
1138
Cape Investment Advisory
Georgia
$93K – – –
CFD
1139
Creative Financial Designs
Indiana
$90.5K -$7.83K -59 -8%
MSWA
1140
Marshall & Sterling Wealth Advisors
New York
$87.7K +$133 +1 +0.2%
BHWM
1141
Beaird Harris Wealth Management
Texas
$85.3K – – –
AAG
1142
Accordant Advisory Group
Maryland
$84.1K – – –
WW
1143
Winnow Wealth
Texas
$84.1K +$84.1K +633 New
HNW
1144
High Note Wealth
Minnesota
$76.9K – – –
GC
1145
Garde Capital
Washington
$75.7K – – –
Schroder Investment Management Group
1146
Schroder Investment Management Group
United Kingdom
$75.7K – – –
BMM
1147
Berkshire Money Management
Massachusetts
$75.2K +$75.2K +566 New
CT
1148
Clearstead Trust
Maine
$74.4K – – –
FF
1149
Friedenthal Financial
New Jersey
$74K -$1.99K -15 -3%
CMP
1150
Coston McIsaac & Partners
Maine
$72K – – –
44 45
46
47 48