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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 %
PA
176
Pinnacle Associates
New York
$4.28M +$122K +921 +3%
TAM
177
Townsend Asset Management
North Carolina
$4.27M +$120K +907 +3%
Vanguard Group
178
Vanguard Group
Pennsylvania
$4.23M +$27.2K +205 +0.6%
JPLA
179
Joseph P. Lucia & Associates
New York
$4.23M -$116K -877 -3%
BI
180
Ballast Inc
Kentucky
$4.23M +$4.23M +31,847 New
PFS
181
Prospera Financial Services
Texas
$4.18M +$202K +1,523 +5%
LP
182
LGL Partners
Pennsylvania
$4.11M +$31.9K +235 +0.8%
OWA
183
One Wealth Advisors
California
$4.09M +$30K +226 +0.7%
AllianceBernstein
184
AllianceBernstein
Tennessee
$4.04M +$150K +1,131 +4%
SDAM
185
Shulman DeMeo Asset Management
New York
$4.03M -$5.45K -41 -0.1%
FB
186
Fulton Bank
Pennsylvania
$3.95M +$370K +2,789 +10%
AAP
187
Arax Advisory Partners
Colorado
$3.87M -$74.3K -513 -2%
HW
188
Hancock Whitney
Mississippi
$3.85M +$38.5K +290 +1%
GLLW
189
Graves Light Lenhart Wealth
Virginia
$3.82M -$219K -1,648 -5%
GFL
190
Granite FO LLC
New Hampshire
$3.8M -$99.6K -750 -3%
MAWCM
191
Mine & Arao Wealth Creation & Management
California
$3.79M +$21.1K +159 +0.6%
PAS
192
PKS Advisory Services
New York
$3.72M -$60K -452 -2%
FWP
193
FAS Wealth Partners
Kansas
$3.7M -$41.6K -313 -1%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$3.67M +$1.1M +8,314 +43%
AF
195
Allworth Financial
California
$3.65M +$467K +3,519 +15%
CAL
196
Capital Analysts LLC
Pennsylvania
$3.64M -$20.9K -157 -0.6%
BDS
197
Banco de Sabadell
Florida
$3.63M +$328K +2,470 +10%
IJWM
198
Inman Jager Wealth Management
Mississippi
$3.62M -$128K -966 -3%
Kayne Anderson Rudnick Investment Management
199
Kayne Anderson Rudnick Investment Management
California
$3.61M -$16.2K -122 -0.4%
JIC
200
Johnson Investment Counsel
Ohio
$3.6M +$6.51K +49 +0.2%
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