DVY · iShares Select Dividend ETF ETF
$164.25
-0.72 (-0.44%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $40,743,344
Total Shares: 260,674
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
59.1%
+45.1 pts
Top 5
99.6%
+56.2 pts
Top 10
100.0%
+41.1 pts
HHI
4,984
Highly concentrated+4,470
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
1
Sold Out
682
Unchanged
2
Holder count:
-681
Institutional value:
-99.5%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +5,448 | 100,505 | |
| Mid Parkside Financial Bank & Trust | +211 | 2,321 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −628,433 | 154,133 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small BROWN, LISLE/CUMMINGS, INC. | 1,094 | $170,992 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 8,065,913 | $1,221,259,885 | |
| Mega MORGAN STANLEY | 6,518,944 | $987,033,306 | |
| Mega WELLS FARGO & COMPANY/MN | 3,808,227 | $576,603,647 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. | 3,506,722 | $530,952,773 | |
| Mega NORTHERN TRUST CORP | 3,106,667 | $470,380,449 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC DVY | $18,709,110 | 45.92% | 119,700 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC DVY | $15,708,931 | 38.56% | 100,505 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC DVY | $5,064,120 | 12.43% | 32,400 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank DVY | $362,772 | 0.89% | 2,321 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC DVY | $317,757 | 0.78% | 2,033 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC DVY | $253,362 | 0.62% | 1,621 | Shares | 2026-08-27 | |
| Small BROWN, LISLE/CUMMINGS, INC. DVY | $170,992 | 0.42% | 1,094 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC DVY | $156,300 | 0.38% | 1,000 | Shares | 2026-08-28 |