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DVY · Insider trading · 13F holders · Congress trades

iShares Select Divid end ETF (DVY)

Who is buying and selling DVY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
227
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
1

DVY at a glance

  • No open-market insider purchases or sales of DVY were filed in the last 90 days.
  • 227 13F filers hold DVY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Arcus Capital Partners, LLC (8.2%), Northside Capital Management, LLC (7.9%) and Yukon Wealth Management, Inc. (7.8%). In their latest 13Fs, 1 manager opened a new position and 25 added to one.
  • Members of Congress have disclosed 1 DVY trade since 2015, 0 purchases and 1 sale in the past year; the latest was Thomas MacArthur (R-NJ), selling $250K–500K on Jan 26, 2015.
  • DVY last closed at $162.44 on Oct 30, 2026.

DVY insider trading

No open-market insider purchases or sales of DVY were filed in the last 90 days.

Who owns DVY? Hedge funds and superinvestors

227 13F filers hold DVY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Arcus Capital Partners, LLC (8.2%), Northside Capital Management, LLC (7.9%) and Yukon Wealth Management, Inc. (7.8%). In their latest 13Fs, 1 manager opened a new position and 25 added to one.

13F filers holding DVY
Manager% of portfolioValueSharesLast quarter13F
Howard Capital Management, LLCWealth manager1.9%$153.8M1,011,427+0.0% sharesQ3 2026
Northside Capital Management, LLCWealth manager7.9%$99.1M651,393+0.0% sharesQ3 2026
AMG National Trust BankBank & trust1.0%$50.1M320,541+2.1% sharesQ2 2026
Moment Partners, LLCWealth manager7.6%$42.2M270,057+4.3% sharesQ2 2026
Lbmc Investment Advisors, LLCWealth manager2.0%$36.1M231,257+0.2% sharesQ2 2026
MYDA Advisors LLCHedge fund6.7%$27.4M175,000-32.7% sharesQ2 2026
Yukon Wealth Management, Inc.Wealth manager7.8%$27.3M174,560+36.0% sharesQ2 2026
Ellis Investment Partners, LLCWealth manager3.8%$25.3M166,482-9.8% sharesQ3 2026
Sterling Investment Advisors, Ltd.Wealth manager4.2%$25.2M354,985+16.3% sharesQ3 2026
Evelyn Partners Group LtdInvestment manager0.1%$24.5M162,484—Q2 2026
Gw Henssler & Associates LtdInvestment manager1.0%$23.5M154,801+4.9% sharesQ3 2026
First National Bank & Trust Co of NewtownBank & trust4.7%$23.0M142,561-5.7% sharesQ2 2026
Fifth Third Wealth Advisors LLCInstitutional asset manager0.6%$21.2M139,461+0.1% sharesQ3 2026
Arcus Capital Partners, LLCWealth manager8.2%$19.7M126,317-11.2% sharesQ2 2026
Schwarz Dygos Wheeler Investment Advisors LLCWealth manager3.8%$19.6M125,694+4.9% sharesQ2 2026
Trustmark Bank Trust DepartmentBank & trust1.2%$19.4M124,327-0.2% sharesQ2 2026
Round Rock Advisors LLCWealth manager2.4%$18.8M120,146+4.8% sharesQ2 2026
Kwmg, LLCWealth manager1.3%$18.3M120,457+4.8% sharesQ3 2026
NTV Asset Management LLCWealth manager1.5%$16.3M107,304+2.5% sharesQ3 2026
JGP Wealth Management, LLCWealth manager1.3%$15.3M100,478+10.5% sharesQ3 2026
Powell Investment Advisors, LLCWealth manager4.8%$15.1M99,512+0.3% sharesQ3 2026
Raab & Moskowitz Asset Management LLCWealth manager2.6%$13.1M83,948+13.1% sharesQ2 2026
North Star Investment Management Corp.Wealth manager0.7%$12.6M82,761-0.1% sharesQ3 2026
First United Bank & TrustBank & trust3.4%$11.8M77,371+3.5% sharesQ3 2026
White Lighthouse Investment Management Inc.Wealth manager1.4%$11.3M74,390+6.2% sharesQ3 2026
Kingswood Wealth Advisors, LLCWealth manager0.4%$10.5M69,354+5.0% sharesQ3 2026
SOA Wealth Advisors, LLC.Wealth manager1.6%$9.6M61,205-3.5% sharesQ2 2026
Wealth Management Associates, Inc.Wealth manager2.6%$9.5M61,063+1.6% sharesQ2 2026
Asset Advisors Investment Management, LLCWealth manager0.8%$9.0M59,471-2.6% sharesQ3 2026
Dumont & Blake Investment Advisors LLCWealth manager2.2%$8.9M58,588-0.4% sharesQ3 2026

The 30 largest of 227 positions, by value. Each manager counts with its latest 13F (Q3 2026: 119, Q2 2026: 104, Q1 2026: 4). Screen DVY in the grand portfolio →

DVY stock trades by members of Congress

Members of Congress have disclosed 1 DVY trade since 2015, 0 purchases and 1 sale in the past year; the latest was Thomas MacArthur (R-NJ), selling $250K–500K on Jan 26, 2015.

Congress trades in DVY
FiledMemberTradeAmountTradedSince
Mar 5, 2015Thomas MacArthurR-NJ · HouseSale$250K–500KJan 26, 2015+101.1%

Thomas MacArthur.

Analysis mentioning DVY

Posts from the blog that cover iShares Select Divid end ETF, newest first.

DVY questions and answers

Are insiders buying DVY stock?

No open-market insider purchases or sales of DVY were filed in the last 90 days.

Which hedge funds own DVY?

227 13F filers hold DVY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Arcus Capital Partners, LLC (8.2%), Northside Capital Management, LLC (7.9%) and Yukon Wealth Management, Inc. (7.8%). In their latest 13Fs, 1 manager opened a new position and 25 added to one.

Has Congress traded DVY?

Members of Congress have disclosed 1 DVY trade since 2015, 0 purchases and 1 sale in the past year; the latest was Thomas MacArthur (R-NJ), selling $250K–500K on Jan 26, 2015.

Who is the largest holder of DVY?

Among 13F filers, Howard Capital Management, LLC reports the largest DVY position, $153.8M (1,011,427 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Arcus Capital Partners, LLC's: 8.2% of its portfolio.

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