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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 %
SAM
1326
Summit Asset Management
Tennessee
– -$201K -1,500 Closed
LI
1327
LifeWealth Investments
Florida
– -$201K -1,500 Closed
PRTG
1328
Post Resch Tallon Group
New York
– -$200K -1,500 Closed
TCM
1329
Triumph Capital Management
Colorado
– -$201K -1,500 Closed
AC
1330
Asio Capital
Kentucky
– -$201K -1,500 Closed
FGWP
1331
Founders Grove Wealth Partners
Virginia
– -$201K -1,497 Closed
RCA
1332
Runnymede Capital Advisors
Ohio
– -$191K -1,425 Closed
GFPC
1333
Global Financial Private Client
Florida
– -$117K -868 Closed
FLP
1334
Financial Life Planners
Arizona
– -$110K -818 Closed
QCG
1335
Quadrant Capital Group
Ohio
– -$109K -815 Closed
WF
1336
Wayfinding Financial
Washington
– -$73K -549 Closed
WAOTB
1337
Wealth Advisors of Tampa Bay
Florida
– -$73.2K -545 Closed
SIM
1338
Synergy Investment Management
Florida
– -$70.3K -524 Closed
MHR
1339
Matthew Hamilton Rosenberg
– -$67.1K -500 Closed
WAG
1340
Windsor Advisory Group
Ohio
– -$56.7K -422 Closed
CWM
1341
Compass Wealth Management
Connecticut
– -$55.9K -416 Closed
GCM
1342
GKV Capital Management
California
– -$53.7K -400 Closed
MIM
1343
Marshall Investment Management
Colorado
– -$47.7K -355 Closed
RAM
1344
Riggs Asset Management
Pennsylvania
– -$19.8K -148 Closed
ZRP
1345
Zynergy Retirement Planning
New Jersey
– -$15.9K -121 Closed
JFA
1346
JNBA Financial Advisors
Minnesota
– -$12.2K -91 Closed
SFG
1347
Stonebridge Financial Group
Pennsylvania
– -$8.33K -62 Closed
DWM
1348
Darwin Wealth Management
Florida
– -$787 -6 Closed
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