DVY icon

iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
476
Perfromance Wealth Partners
Illinois
$1.28M
KBFS
477
Kohmann Bosshard Financial Services
Ohio
$1.28M
KMWM
478
Keudell/Morrison Wealth Management
Oregon
$1.28M
TP
479
Thayer Partners
Pennsylvania
$1.27M
PRI
480
Prepared Retirement Institute
Pennsylvania
$1.27M
MFG
481
Merit Financial Group
Georgia
$1.26M
CCG
482
Chatham Capital Group
Georgia
$1.26M
MOS
483
MGO One Seven
Ohio
$1.26M
DTC
484
Davidson Trust Company
Washington
$1.25M
TWA
485
TCI Wealth Advisors
Arizona
$1.25M
IWN
486
Independent Wealth Network
Iowa
$1.25M
KCM
487
Kanawha Capital Management
Virginia
$1.25M
FNT
488
First National Trust
Pennsylvania
$1.25M
ONST
489
Old North State Trust
North Carolina
$1.25M
NFG
490
Nations Financial Group
Iowa
$1.24M
BHWM
491
Bar Harbor Wealth Management
New Hampshire
$1.24M
GWANC
492
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M
FWIA
493
Fort Washington Investment Advisors
Ohio
$1.23M
BFS
494
Bradley Foster & Sargent
Connecticut
$1.22M
ORC
495
O'Rourke & Company
Massachusetts
$1.21M
CF
496
Claris Financial
Virginia
$1.21M
CD
497
Chapin Davis
Maryland
$1.21M
AWM
498
Alterna Wealth Management
Texas
$1.2M
DW
499
Dodds Wealth
Colorado
$1.2M
BFA
500
Beacon Financial Advisory
Ohio
$1.2M