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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 %
Bank of America
1
Bank of America
North Carolina
$1.04B -$49.5M -372,820 -5%
Morgan Stanley
2
Morgan Stanley
New York
$836M -$11M -82,475 -1%
Wells Fargo
3
Wells Fargo
California
$500M +$14M +105,364 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$498M -$6.33M -47,678 -1%
Northern Trust
5
Northern Trust
Illinois
$410M -$887K -6,675 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$406M +$104M +784,149 +34%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$243M -$1.41M -10,650 -0.6%
LPL Financial
8
LPL Financial
California
$225M +$11.2M +84,550 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$214M +$7.7M +57,961 +4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$202M +$6.79M +51,089 +3%
Truist Financial
11
Truist Financial
North Carolina
$155M +$2.1M +15,783 +1%
US Bancorp
12
US Bancorp
Minnesota
$151M +$1.99M +15,019 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$142M -$19.3M -145,611 -12%
UBS Group
14
UBS Group
Switzerland
$139M -$9.44M -71,050 -6%
HCM
15
Howard Capital Management
Georgia
$134M +$3.56M +26,827 +3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$100M -$2.66M -20,018 -3%
NCM
17
Northside Capital Management
Oregon
$90.8M -$184K -1,383 -0.2%
Goldman Sachs
18
Goldman Sachs
New York
$87.6M -$2.42M -18,233 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$85.7M -$2.52M -18,988 -3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$63.5M -$1.69M -12,250 -3%
Ameriprise
21
Ameriprise
Minnesota
$60M -$4.64M -34,862 -7%
Comerica Bank
22
Comerica Bank
Texas
$58.5M -$1.27M -9,583 -2%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$55.8M +$2.51M +18,914 +5%
Mariner
24
Mariner
Kansas
$52.2M +$1.91M +14,375 +4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$51.6M +$378K +2,845 +0.7%
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