We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,412 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 452 increasing their positions, 437 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 58

100% more call options, than puts

Call options by funds: $179M | Put options by funds: $89.4M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 1,3791,412 (+33)

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$276M)

0.6% less ownership

Funds ownership: 47.06%46.47% (-0.6%)

Holders
1,412
Holders Change
+33
Holders Change %
+2.39%
% of All Funds
17.39%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.41%
New
118
Increased
452
Reduced
437
Closed
58
Calls
$179M
Puts
$89.4M
Net Calls
+$89.6M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.22B -$15.7M -104,255 -1%
Morgan Stanley
2
Morgan Stanley
New York
$987M +$1.83M +12,150 +0.2%
Wells Fargo
3
Wells Fargo
California
$577M +$41.1K +272 +0%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$531M -$7.13M -47,188 -1%
Northern Trust
5
Northern Trust
Illinois
$470M +$7.68M +50,828 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$416M -$49.4M -327,341 -11%
LPL Financial
7
LPL Financial
California
$271M +$349K +2,312 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$244M -$13.1M -86,721 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$231M -$16.6M -109,835 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$225M +$13M +85,820 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$179M +$2.11M +14,004 +1%
UBS Group
12
UBS Group
Switzerland
$176M -$3.97M -26,265 -2%
US Bancorp
13
US Bancorp
Minnesota
$167M -$1.27M -8,377 -0.8%
Truist Financial
14
Truist Financial
North Carolina
$166M -$5.48M -36,281 -3%
HCM
15
Howard Capital Management
Georgia
$153M
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$116M -$1.71M -11,323 -1%
Goldman Sachs
17
Goldman Sachs
New York
$105M -$182K -1,208 -0.2%
NCM
18
Northside Capital Management
Oregon
$99M -$5.29K -35 -0%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$97.8M +$62.5M +413,908 +179%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$89.4M -$2.38M -15,786 -3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$83.5M +$6.62M +43,838 +9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$81.7M +$4.52M +29,898 +6%
Ameriprise
23
Ameriprise
Minnesota
$76.2M -$7.36M -48,735 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$73.5M +$15.7M +103,756 +27%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$70.5M -$79.4K -526 -0.1%