ISHARES TR (DVY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling DVY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on DVY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into DVY?

147 institutional investors hold ISHARES TR (DVY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about DVY?

Track institutional sentiment and conviction scores for ISHARES TR (DVY) including Smart Money Verdict and position changes on HoldingsIntel.

Who's Buying DVY (ISHARES TR)? - 148 Institutional Holders Q4 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	8.2M(+0.9%)	$1.2B	0.1%	+21.64%	32
MORGAN STANLEY	Increased	6.5M(+3.6%)	$918.4M	0.1%	+33.07%	33
WELLS FARGO & COMPANY/MN	Increased	3.8M(+1.9%)	$537.5M	0.1%	+51.27%	32
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	3.6M(-3.2%)	$501.6M	0.3%	+82.71%	0
ROYAL BANK OF CANADA	Increased	3.1M(+3.9%)	$433.8M	0.1%	+20.82%	32
NORTHERN TRUST CORP	Decreased	3.1M(-0.9%)	$431.3M	0.1%	+74.22%	0
LPL Financial LLC	Increased	1.8M(+3.8%)	$252.6M	0.1%	+62.47%	32
Bank of New York Mellon Corp	Increased	1.7M(+1.4%)	$239.3M	0.0%	+56.95%	31
JPMORGAN CHASE & CO	Increased	1.6M(+6.3%)	$232.4M	0.0%	+20.98%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.4M(-1.4%)	$197.8M	0.1%	+78.90%	0
UBS Group AG	Increased	1.2M(+3.0%)	$167.9M	0.0%	+59.48%	31
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+10.5%)	$165.2M	0.1%	+20.68%	34
TRUIST FINANCIAL CORP	Decreased	1.1M(-0.7%)	$160.2M	0.2%	+56.58%	0
US BANCORP \DE\	Decreased	1.1M(-1.6%)	$156.9M	0.2%	+91.56%	0
BANK OF MONTREAL /CAN/	Increased	779,821(+4.6%)	$110.1M	0.0%	+21.46%	31
GOLDMAN SACHS GROUP INC	Increased	693,902(+0.5%)	$97.9M	0.0%	+21.25%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	606,332(-4.8%)	$85.6M	0.1%	+79.33%	0
AMERIPRISE FINANCIAL INC	Increased	552,407(+24.0%)	$77.9M	0.0%	+49.87%	36
Cetera Investment Advisers	Increased	510,024(+1.1%)	$72M	0.1%	+30.41%	30
Rockefeller Capital Management L.P.	Increased	507,547(+6.3%)	$71.6M	0.1%	+46.44%	38
Focus Partners Wealth	Increased	466,225(+11.5%)	$65.8M	0.1%	+21.54%	33
COMERICA BANK	Decreased	427,919(-1.2%)	$60.4M	0.2%	+55.01%	0
Mariner, LLC	Decreased	401,796(-1.1%)	$56.7M	0.1%	+50.05%	0
OSAIC HOLDINGS, INC.	Decreased	381,558(-12.8%)	$53.9M	0.1%	+39.61%	0
HighTower Advisors, LLC	Increased	331,560(+0.5%)	$46.8M	0.1%	+68.79%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	309,870(-9.2%)	$43.7M	0.0%	+89.80%	0
Creative Planning	Decreased	308,603(-0.5%)	$43.6M	0.0%	+84.22%	0
STIFEL FINANCIAL CORP	Increased	303,545(+2.4%)	$42.8M	0.0%	+48.12%	30
Pinnacle Financial Partners, Inc.	New	300,276	$42.4M	0.3%	+8.37%	48
HUNTINGTON NATIONAL BANK	Increased	293,336(+1.0%)	$41.4M	0.2%	+61.67%	35
CIBC WORLD MARKET INC.	Decreased	285,436(-1.1%)	$40.3M	0.1%	+62.14%	0
COMMERCE BANK	Decreased	275,567(-2.9%)	$38.9M	0.2%	+88.91%	0
Baird Financial Group, Inc.	Increased	256,418(+12.9%)	$36.2M	0.1%	+50.59%	33
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	252,386(+101.3%)	$35.6M	0.0%	+15.27%	47
GLENMEDE TRUST CO NA	Decreased	240,055(-3.6%)	$33.9M	0.2%	+70.43%	0
FIFTH THIRD BANCORP	Decreased	231,776(-8.7%)	$32.7M	0.1%	+79.82%	0
ASSETMARK, INC	Increased	223,106(+1.2%)	$31.5M	0.1%	+92.79%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	212,133(+2.4%)	$30.8M	0.0%	+43.27%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	213,424(+118x)	$30.1M	0.0%	+8.52%	46
Private Advisor Group, LLC	Decreased	191,291(-0.1%)	$27M	0.1%	+48.55%	0
FRANKLIN RESOURCES INC	Increased	177,142(+9.3%)	$25M	0.0%	+68.90%	31
MERCER GLOBAL ADVISORS INC /ADV	Increased	179,477(+13.5%)	$24.7M	0.0%	+61.64%	32
FMR LLC	Increased	168,470(+5.0%)	$23.8M	0.0%	+20.78%	30
BLAIR WILLIAM & CO/IL	Increased	165,015(+12.1%)	$23.3M	0.1%	+58.99%	32
NATIONAL BANK OF CANADA /FI/	Increased	145,184(+14.3%)	$20.5M	0.0%	+33.31%	32
&PARTNERS	Increased	144,488(+3.2%)	$20.4M	0.1%	+29.42%	35
Corient Private Wealth LLC	Increased	282,323(+236.4%)	$19.1M	0.0%	+14.18%	46
HB Wealth Management, LLC	Increased	133,966(+5.7%)	$18.9M	0.1%	+27.59%	36
Cerity Partners LLC	Decreased	128,446(-2.0%)	$18.1M	0.0%	+46.46%	0
CULLEN/FROST BANKERS, INC.	Increased	120,639(+8.3%)	$17M	0.2%	+79.55%	37
Kestra Advisory Services, LLC	Decreased	117,023(-1.7%)	$16.5M	0.1%	+47.29%	0
Lido Advisors, LLC	Increased	113,206(+0.5%)	$16.1M	0.0%	+38.59%	28
Equitable Holdings, Inc.	Increased	107,764(+2.1%)	$15.2M	0.1%	+63.42%	34
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	104,656(+16.9%)	$14.8M	0.1%	+38.15%	39
Cresset Asset Management, LLC	Increased	99,273(+9.1%)	$14M	0.1%	+41.59%	31
MML INVESTORS SERVICES, LLC	Increased	94,915(+10.5%)	$13.4M	0.0%	+25.53%	31
DAVENPORT & Co LLC	Increased	93,269(+10.6%)	$13.2M	0.1%	+38.88%	31
Steward Partners Investment Advisory, LLC	Increased	92,585(+5.0%)	$13.1M	0.1%	+54.86%	29
CAPTRUST FINANCIAL ADVISORS	Decreased	89,002(-1.8%)	$12.6M	0.0%	+72.70%	0
MAI Capital Management	Decreased	84,424(-0.0%)	$11.9M	0.1%	+61.82%	0
Beacon Pointe Advisors, LLC	Decreased	82,732(-10.0%)	$11.7M	0.1%	+53.22%	0
NewEdge Advisors, LLC	Decreased	78,901(-3.6%)	$11.1M	0.0%	+59.01%	0
Sanctuary Advisors, LLC	Increased	74,127(+7.7%)	$10.5M	0.1%	+23.82%	30
Allen Investment Management, LLC	Unchanged	72,973	$10.3M	0.1%	+32.41%	0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Increased	72,398(+198.5%)	$10.2M	0.0%	+14.37%	45
Pathstone Holdings, LLC	Increased	67,887(+2.0%)	$9.6M	0.0%	+37.53%	28
CIBC Private Wealth Group LLC	Increased	58,960(+0.0%)	$8.3M	0.0%	+63.86%	27
Integrated Wealth Concepts LLC	Decreased	58,057(-14.8%)	$8.2M	0.1%	+65.59%	0
Sequoia Financial Advisors, LLC	Increased	57,419(+7.5%)	$8.1M	0.0%	+33.93%	30
BNP PARIBAS FINANCIAL MARKETS	Decreased	57,124(-3.0%)	$8.1M	0.0%	+13.10%	0
EDGEWOOD MANAGEMENT LLC	Unchanged	51,926	$7.3M	0.0%	+110.33%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	46,601(+813.4%)	$6.6M	0.1%	+10.76%	44
Quantinno Capital Management LP	Increased	45,693(+12.4%)	$6.4M	0.0%	+19.89%	31
Kovitz Investment Group Partners, LLC	Decreased	45,010(-39.5%)	$6.4M	0.1%	+18.04%	0
BlackRock, Inc.	Increased	43,529(+226.0%)	$6.1M	0.0%	+12.15%	44
JONES FINANCIAL COMPANIES LLLP	Increased	41,164(+17.4%)	$5.8M	0.0%	+18.14%	32
Rathbones Group PLC	Decreased	40,946(-10.3%)	$5.8M	0.0%	+86.10%	0
SCOTIA CAPITAL INC.	Increased	36,773(+3.5%)	$5.2M	0.0%	+56.91%	28
Orion Porfolio Solutions, LLC	Increased	35,115(+63.7%)	$5M	0.0%	+24.59%	39
Allworth Financial LP	Increased	33,387(+18.4%)	$4.7M	0.0%	+48.00%	32
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	32,887(+4.0%)	$4.6M	0.0%	+66.88%	28
VANGUARD GROUP INC	Increased	31,901(+0.1%)	$4.5M	0.0%	+19.87%	27
D.A. DAVIDSON & CO.	Increased	31,786(+16.6%)	$4.5M	0.0%	+46.45%	31
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	31,441(-9.9%)	$4.4M	0.0%	+56.24%	0
ALLIANCEBERNSTEIN L.P.	Increased	30,455(+6.1%)	$4.3M	0.0%	+39.66%	28
AQR CAPITAL MANAGEMENT LLC	Increased	30,100(+36.5%)	$4.2M	0.0%	+16.71%	35
BROWN ADVISORY INC	Decreased	29,803(-1.2%)	$4.2M	0.0%	+81.41%	0
Farther Finance Advisors, LLC	Increased	28,071(+100.0%)	$4M	0.0%	+13.83%	43
Envestnet Portfolio Solutions, Inc.	Increased	26,822(+1.3%)	$3.8M	0.0%	+37.29%	27
JOHNSON INVESTMENT COUNSEL INC	Decreased	26,748(-3.5%)	$3.8M	0.0%	+66.85%	0
Wealthfront Advisers LLC	Increased	25,470(+8.4%)	$3.6M	0.0%	+29.10%	29
EP Wealth Advisors, LLC	Increased	23,911(+2.5%)	$3.4M	0.0%	+36.63%	27
IEQ CAPITAL, LLC	Increased	23,003(+12.2%)	$3.2M	0.0%	+28.85%	30
NewEdge Wealth, LLC	Increased	22,090(+37.0%)	$3.1M	0.0%	+27.98%	35
Cullen Capital Management, LLC	New	21,130	$3M	0.0%	+8.37%	36
Waverly Advisors, LLC	Increased	19,880(+3.6%)	$2.8M	0.0%	+28.89%	27
Wealthspire Advisors, LLC	Decreased	19,706(-52.0%)	$2.8M	0.0%	+44.31%	0
Haverford Trust Co	Decreased	19,060(-2.4%)	$2.7M	0.0%	+55.98%	0
Mirae Asset Global Investments Co., Ltd.	Decreased	17,200(-12.2%)	$2.4M	0.0%	+37.59%	0
AXXCESS WEALTH MANAGEMENT, LLC	Increased	17,198(+113.4%)	$2.4M	0.0%	+22.17%	42
M&T BANK CORP	Decreased	9,026(-96.2%)	$2.3M	0.0%	+96.98%	0
GAMCO INVESTORS, INC. ET AL	Unchanged	16,308	$2.3M	0.0%	+34.92%	0
HSBC HOLDINGS PLC	Increased	15,231(+336.4%)	$2.1M	0.0%	+16.85%	42
Federation des caisses Desjardins du Quebec	Decreased	14,309(-4.4%)	$2M	0.0%	+122.60%	0
REGIONS FINANCIAL CORP	Increased	14,115(+4.6%)	$2M	0.0%	+78.32%	27
BENJAMIN EDWARDS INC	Increased	12,582(+15.8%)	$1.8M	0.0%	+18.19%	30
TIAA TRUST, NATIONAL ASSOCIATION	Increased	12,582(+1.7%)	$1.8M	0.0%	+44.61%	26
TD Waterhouse Canada Inc.	Decreased	12,163(-8.9%)	$1.7M	0.0%	+39.04%	0
Gotham Asset Management, LLC	Increased	12,010(+72.1%)	$1.7M	0.0%	+13.34%	38
DEUTSCHE BANK AG\	Decreased	11,581(-2.6%)	$1.6M	0.0%	+51.01%	0
OneDigital Investment Advisors LLC	Decreased	11,514(-17.3%)	$1.6M	0.0%	+50.71%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	10,701	$1.5M	0.0%	+8.37%	35
RWA WEALTH PARTNERS, LLC	Decreased	10,517(-4.9%)	$1.5M	0.0%	+46.60%	0
WHITTIER TRUST CO	Unchanged	10,151	$1.5M	0.0%	+81.94%	0
AE Wealth Management LLC	Decreased	9,516(-9.2%)	$1.3M	0.0%	+35.66%	0
Savant Capital, LLC	Increased	9,495(+10.1%)	$1.3M	0.0%	+38.14%	28
Aptus Capital Advisors, LLC	Decreased	9,100(-0.0%)	$1.3M	0.0%	+32.00%	0
SCS Capital Management LLC	Increased	8,735(+3.4%)	$1.2M	0.0%	+19.18%	26
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Unchanged	8,108	$1.1M	0.0%	+101.74%	0
Financial Engines Advisors L.L.C.	Decreased	7,518(-0.3%)	$1.1M	0.0%	+26.90%	0
RENAISSANCE TECHNOLOGIES LLC	New	7,400	$1M	0.0%	+8.37%	35
Neuberger Berman Group LLC	Increased	7,063(+245.6%)	$996,872	0.0%	+16.06%	40
D. E. Shaw & Co., Inc.	New	6,775	$956,223	0.0%	+8.37%	35
Merit Financial Group, LLC	Decreased	6,470(-4.3%)	$913,157	0.0%	+21.87%	0
Capula Management Ltd	Decreased	5,889(-87.0%)	$831,173	0.0%	+18.58%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	5,635(-1.1%)	$795,324	0.0%	+33.66%	0
FIRST MANHATTAN CO. LLC.	Unchanged	5,180	$731,105	0.0%	+63.13%	0
GREENLEAF TRUST	Decreased	4,609(-7.5%)	$650,514	0.0%	+45.66%	0
BROWN BROTHERS HARRIMAN & CO	Decreased	4,587(-2.1%)	$647,409	0.0%	+51.72%	0
Clark Capital Management Group, Inc.	Unchanged	3,605	$508,810	0.0%	+55.55%	0
QRG CAPITAL MANAGEMENT, INC.	Increased	3,602(+12.3%)	$508,386	0.0%	+34.16%	27
FEDERATED HERMES, INC.	New	3,460	$488,344	0.0%	+8.37%	33
MATHER GROUP, LLC.	Decreased	3,343(-0.6%)	$471,831	0.0%	+40.20%	0
Chevy Chase Trust Holdings, LLC	Increased	2,495(+70.9%)	$352,145	0.0%	+14.34%	35
SILVERCREST ASSET MANAGEMENT GROUP LLC	Decreased	2,438(-11.8%)	$344,099	0.0%	+19.79%	0
Vident Advisory, LLC	New	2,385	$336,619	0.0%	+8.37%	33
CLIFFORD SWAN INVESTMENT COUNSEL LLC	Unchanged	2,333	$329,336	0.0%	+101.78%	0
CIBC Asset Management Inc	Unchanged	2,050	$289,337	0.0%	+53.52%	0
CITADEL ADVISORS LLC	New	1,989	$280,727	0.0%	+8.37%	36
Empower Advisory Group, LLC	New	1,825	$257,581	0.0%	+8.37%	32
ZACKS INVESTMENT MANAGEMENT	New	1,764	$248,938	0.0%	+8.37%	32
CITIGROUP INC	Decreased	1,667(-83.9%)	$235,226	0.0%	+21.94%	0
Qube Research & Technologies Ltd	Increased	1,248(+77.3%)	$176,143	0.0%	+11.08%	34
Russell Investments Group, Ltd.	Decreased	1,015(-19.0%)	$143,257	0.0%	+24.06%	0
SCHRODER INVESTMENT MANAGEMENT GROUP	Unchanged	570	$80,450	0.0%	+43.48%	0
Allspring Global Investments Holdings, LLC	Increased	357(+38.9%)	$51,097	0.0%	+11.51%	27
TORONTO DOMINION BANK	New	42	$5,928	0.0%	+8.37%	24
First Command Advisory Services, Inc.	Exited	0(-100.0%)	$144,232	0.0%	+1.69%	0

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