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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$26.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$24.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$12.8M
4
Goldman Sachs
Goldman Sachs
New York
+$10.3M
5
WANY
Wealthspire Advisors (New York)
New York
+$10.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$37.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$29.8M
3
Wells Fargo
Wells Fargo
California
-$29.4M
4
Morgan Stanley
Morgan Stanley
New York
-$26.6M
5
Charles Schwab
Charles Schwab
California
-$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.1B -$10.9M -81,078 -1%
Morgan Stanley
2
Morgan Stanley
New York
$857M -$26.6M -198,420 -3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$510M -$2.33M -17,379 -0.5%
Wells Fargo
4
Wells Fargo
California
$491M -$29.4M -218,865 -6%
Northern Trust
5
Northern Trust
Illinois
$415M +$26.2M +194,941 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$306M -$9.43M -70,231 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$247M -$5.9M -43,928 -2%
LPL Financial
8
LPL Financial
California
$217M +$2.26M +16,803 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$209M -$4.48M -33,332 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$198M -$29.8M -221,598 -13%
Raymond James Financial
11
Raymond James Financial
Florida
$163M +$3.31M +24,643 +2%
Truist Financial
12
Truist Financial
North Carolina
$154M -$6.06M -45,141 -4%
US Bancorp
13
US Bancorp
Minnesota
$151M -$353K -2,628 -0.2%
UBS Group
14
UBS Group
Switzerland
$151M +$1.19M +8,861 +0.8%
HCM
15
Howard Capital Management
Georgia
$132M – – –
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$104M +$2.35M +17,509 +2%
NCM
17
Northside Capital Management
Oregon
$92M +$458K +3,411 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$91.1M +$10.3M +76,855 +13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$89.2M +$2.36M +17,558 +3%
Ameriprise
20
Ameriprise
Minnesota
$65.3M -$695K -5,170 -1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$63.4M +$5.92M +44,118 +10%
Comerica Bank
22
Comerica Bank
Texas
$60.4M -$5.79M -43,102 -9%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$53.9M -$307K -2,284 -0.6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$51.8M -$105K -779 -0.2%
Mariner
25
Mariner
Kansas
$50.8M -$71.7K -534 -0.1%
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