iShares Select Dividend

DVY • NASDAQ

iShares Select Dividend is an exchange-traded fund on NASDAQ. As of Q3 2025, 1,270 institutional investors hold shares in this ETF, with total holdings valued at $9.4B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $1.2B.

Overview

Overview of institutional ownership in DVY as of Q3 2025

All Institutions

Institutions: 1,270
Value Held: $9.4B
Shares Held: 66.5M
Avg Position: $7.4M
Median Position: $634.3K

Hedge Funds

Hedge Funds: 11
Value Held: $17.7M
Shares Held: 125.1K
Avg Position: $1.6M
Median Position: $991.7K

Biggest Investors

Institutions with the largest positions in DVY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.2B 0.09% of portfolio	8.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$892.8M 0.05% of portfolio	6.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$531.2M 0.11% of portfolio	3.7M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$521.6M 0.32% of portfolio	3.7M shares	≤ Q2 2013 Held for 12y 5m+	$164.83B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$438.0M 0.06% of portfolio	3.1M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
R ROYAL BANK OF CANADA Institution	-	$420.5M 0.08% of portfolio	3.0M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B
L LPL Financial LLC Institution	-	$244.9M 0.07% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$237.6M 0.04% of portfolio	1.7M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$220.2M 0.01% of portfolio	1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$201.9M 0.06% of portfolio	1.4M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B

Net Capital Flow

Institutional buying and selling activity for DVY in Q3 2025

Traded: −$236.1M
Buyers: 460
Sellers: 510
Total Bought: +$195.9M
Total Sold: −$432.0M
Avg Position: $7.1M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$36.4M +256.4K shares	$1.2B 8.1M shares
Cetera Investment Advisers RIA/Wealth	+$16.5M +116.3K shares	$71.7M 504.7K shares
UBS Group AG Institution	+$14.9M +104.9K shares	$164.1M 1.2M shares
A Advisor Group Holdings, Inc. Institution	+$12.1M +85.5K shares	$62.1M 437.5K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$6.4M +45.3K shares	$8.4M 58.9K shares
R Rede Wealth, LLC RIA/Wealth	+$5.5M +38.7K shares	$5.5M 38.7K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	+$5.3M +37.7K shares	$10.6M 74.4K shares
GOLDMAN SACHS GROUP INC Institution	+$4.3M +30.6K shares	$98.1M 690.4K shares
L LPL Financial LLC Institution	+$3.7M +26.0K shares	$244.9M 1.7M shares
JPMORGAN CHASE & CO Institution	+$3.5M +24.7K shares	$220.2M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$195.5M −1.5M shares	Sold Off 0 shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$27.2M −191.3K shares	$201.9M 1.4M shares
S St. Clair Advisors, LLC Family Office	−$23.5M −165.3K shares	$4.3M 30.5K shares
Bank of New York Mellon Corp Institution	−$22.0M −154.9K shares	$237.6M 1.7M shares
R ROYAL BANK OF CANADA Institution	−$14.4M −101.3K shares	$420.5M 3.0M shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$11.4M −80.2K shares	$521.6M 3.7M shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	−$5.7M −40.2K shares	$1.5M 10.7K shares
GoalVest Advisory LLC Private Equity	−$5.6M −39.7K shares	$832.1K 5.9K shares
Ballast, Inc. RIA/Wealth	−$4.2M −31.8K shares	Sold Off 0 shares
SRS Capital Advisors, Inc. RIA/Wealth	−$3.9M −26.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DVY in Q3 2025

New Positions: 41
New Value: $14.1M
Exited Positions: 56
Exited Value: $231.0M

New Positions

Institution	Position Value
R Rede Wealth, LLC RIA/Wealth	$5.5M 38.7K shares
WJ Financial Advisors LLC RIA/Wealth	$737.2K 5.2K shares
M Montis Financial, LLC RIA/Wealth	$696.0K 4.9K shares
Coordinated Financial Services, Inc. RIA/Wealth	$673.6K 4.7K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$585.6K 4.1K shares
Harpswell Capital Advisors, LLC Fund of Funds	$568.4K 4.0K shares
Ellsworth Advisors, LLC RIA/Wealth	$565.8K 4.0K shares
P Prepared Retirement Institute LLC RIA/Wealth	$373.2K 2.6K shares
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth	$304.9K 2.1K shares
Foster Group, Inc. RIA/Wealth	$291.3K 2.1K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$195.5M 1.5M shares
Ballast, Inc. RIA/Wealth	$4.2M 31.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$3.9M 26.7K shares
M My Personal CFO, LLC RIA/Wealth	$2.9M 21.9K shares
G GTS SECURITIES LLC Institution	$2.8M 21.4K shares
K KC Investment Advisors, LLC Institution	$2.8M 20.7K shares
T Tower Research Capital LLC Institution	$2.5M 18.8K shares
W West Tower Group, LLC Fund of Funds	$1.7M 13.0K shares
F FLOW TRADERS U.S. LLC Institution	$1.4M 10.6K shares
Financial Advocates Investment Management RIA/Wealth	$1.2M 9.4K shares

Options Activity

Institutions with the largest Call and Put options positions in DVY as of Q3 2025

Call Positions: 6
Call Value: $143.3M
Put Positions: 3
Put Value: $7.0M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$121.0M 8.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$11.5M 809.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$10.8M 760.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts
B Belvedere Trading LLC Institution	- - contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.3M 374.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 121.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts

Most Committed Institutions

Institutions with DVY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Arcus Capital Partners, LLC RIA/Wealth	Stephen Stehly Sloan Chairman	10.89% $24.9M	175.1K shares	Q1 2021 Held for 4y 8m	$228.6M
Northside Capital Management, LLC RIA/Wealth	Morris Cheston Director	8.56% $93.7M	659.7K shares	Q4 2014 Held for 10y 11m	$1.1B
Yukon Wealth Management, Inc. RIA/Wealth	John Robert Hanahan President	8.27% $25.2M	177.6K shares	Q1 2025 Held for 8 months	$305.0M
C Corundum Trust Company, INC Institution	-	6.82% $2.7M	19.0K shares	Q2 2024 Held for 1y 5m	$39.6M
Moment Partners, LLC RIA/Wealth	Scott H. Hampton Member	6.29% $35.6M	250.4K shares	Q4 2024 Held for 11 months	$565.4M
F Florin Court Capital LLP Institution	-	6.11% $7.8M	54.9K shares	Q4 2023 Held for 1y 11m	$127.6M
Ellis Investment Partners, LLC RIA/Wealth	David Yu-Wen Sun President	4.88% $27.0M	190.2K shares	Q4 2018 Held for 6y 11m	$553.8M
Powell Investment Advisors, LLC RIA/Wealth	Jesse Aaron Wachs CIO	4.75% $13.6M	95.6K shares	Q4 2019 Held for 5y 11m	$285.9M
F FIRST NATIONAL BANK & TRUST CO OF NEWTOWN Institution	-	4.61% $24.3M	171.2K shares	≤ Q2 2013 Held for 12y 5m+	$527.6M
R Rede Wealth, LLC RIA/Wealth	Stephen James Mcnaughton CEO	4.43% $5.5M	38.7K shares	Q3 2025 Held for 2 months	$124.1M

Hedge Fund Spotlight

Discover hedge funds investing in DVY

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in iShares Select Dividend

Market Value: $3.1M
Shares Held: 22.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%