ISHARES SELECT DIVIDEND ETF (DVY) Institutional Ownership Changes & 13F Activity

ISHARES SELECT DIVIDEND ETF (DVY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Mairs & Power Growth Fund, Matrix Private Capital Group, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-1,60355,816$8,451,148
Q4 2025Renaissance Technologies LLCBuy5,3007,400$1,044,436
Q4 2025Sequoia Financial AdvisorsBuy4,00857,419$8,104,138
Q3 2025Sequoia Financial AdvisorsBuy5,00153,411$7,589,664
Q2 2025Sequoia Financial AdvisorsSell-13,09248,410$6,429,396
Q2 2025Mairs & Power Growth FundSell-2,1752,105$279,570
Q2 2025Matrix Private Capital GroupSell-300793$105,318
Q1 2025Renaissance Technologies LLCSell-8,3002,100$282,009
Q1 2025Sequoia Financial AdvisorsSell-2,56861,502$8,259,151
Q4 2024Sequoia Financial AdvisorsBuy16,23464,070$8,411,722
Q3 2024Mairs & Power Growth FundSell-2,3654,280$578,105
Q3 2024Sequoia Financial AdvisorsBuy1,04147,836$6,461,153
Q2 2024Sequoia Financial AdvisorsBuy2,32146,795$5,661,317
Q1 2024Mairs & Power Growth FundSell-1,7056,645$818,536
Q1 2024Sequoia Financial AdvisorsBuy1,02944,474$5,478,336
Q4 2023Sequoia Financial AdvisorsBuy2,58343,445$5,092,584
Q4 2023Mairs & Power Growth FundBuy9008,350$978,792
Q4 2023Matrix Private Capital GroupSell-5871,093$128,121
Q3 2023Mairs & Power Growth FundBuy1,4457,450$801,922
Q3 2023Sequoia Financial AdvisorsSell-1,25240,862$4,398,403
Q3 2023Matrix Private Capital GroupBuy2861,680$183,296
Q2 2023Sequoia Financial AdvisorsSell-1,75542,114$4,771,510
Q1 2023Sequoia Financial AdvisorsSell-9,60843,869$5,140,628
Q4 2022Sequoia Financial AdvisorsBuy17,08153,477$6,449,314
Q4 2022Renaissance Technologies LLCBuy4,00010,400$1,254
Q3 2022Renaissance Technologies LLCSell-39,3006,400$686
Q3 2022Matrix Private Capital GroupSell-4,0951,394$149
Q3 2022Sequoia Financial AdvisorsBuy3,73636,396$3,902
Q2 2022Sequoia Financial AdvisorsBuy3,07732,660$3,843
Q2 2022Matrix Private Capital GroupBuy2345,489$646

Frequently asked questions about DVY activity

  • Which institutional owners are buying DVY?

    Institutional owners buying DVY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DVY activity?

    "Buy" means an investor increased their reported position in DVY compared to the prior reporting period. This reflects growing exposure to ISHARES SELECT DIVIDEND ETF (DVY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DVY increasing?

    Institutional interest in DVY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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