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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
$406M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M
3
Wells Fargo
Wells Fargo
California
$500M
4
LPL Financial
LPL Financial
California
$225M
5
HWM
HB Wealth Management
Georgia
$17.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.04B
2
MHI
Miller Howard Investments
New York
$7.9M
3
HNB
Huntington National Bank
Ohio
$38.8M
4
OAC
OMERS Administration Corp
Ontario, Canada
$0
5
Raymond James Financial
Raymond James Financial
Florida
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1301
Elyxium Wealth
California
– -$316K -2,355 Closed
WCF
1302
West Coast Financial
California
– -$289K -2,152 Closed
UB
1303
UMB Bank
Missouri
– -$289K -2,150 Closed
Renaissance Technologies
1304
Renaissance Technologies
New York
– -$282K -2,100 Closed
MSAM
1305
Moloney Securities Asset Management
Missouri
– -$279K -2,079 Closed
FPW
1306
Flagship Private Wealth
Massachusetts
– -$273K -2,036 Closed
CWP
1307
Cyndeo Wealth Partners
Florida
– -$261K -1,946 Closed
RWB
1308
RMR Wealth Builders
New Jersey
– -$259K -1,925 Closed
LA
1309
Legacy Advisors
Pennsylvania
– -$258K -1,924 Closed
HL
1310
HeadInvest LLC
Maine
– -$251K -1,870 Closed
CWM
1311
C2C Wealth Management
Arizona
– -$248K -1,850 Closed
COCM
1312
Charter Oak Capital Management
New Hampshire
– -$247K -1,836 Closed
ZIM
1313
Zacks Investment Management
Illinois
– -$235K -1,747 Closed
CCT
1314
Capital City Trust
Florida
– -$222K -1,652 Closed
RFO
1315
RiverGlades Family Offices
Florida
– -$222K -1,650 Closed
SHGA
1316
Sand Hill Global Advisors
California
– -$221K -1,647 Closed
FC
1317
Forte Capital
New York
– -$221K -1,645 Closed
CPP
1318
Capasso Planning Partners
South Carolina
– -$221K -1,643 Closed
PWM
1319
Paulson Wealth Management
Illinois
– -$216K -1,611 Closed
WIC
1320
Wilkins Investment Counsel
Massachusetts
– -$215K -1,600 Closed
PW
1321
Potentia Wealth
California
– -$209K -1,559 Closed
HA
1322
HC Advisors
Georgia
– -$208K -1,548 Closed
TM
1323
TigerOak Management
New Mexico
– -$206K -1,531 Closed
ET
1324
Equitable Trust
Tennessee
– -$204K -1,520 Closed
UWPG
1325
Ullmann Wealth Partners Group
Florida
– -$202K -1,505 Closed
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