DVY icon

iShares Select Dividend ETF

1,299 hedge funds and large institutions have $9.5B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 393 increasing their positions, 457 reducing their positions, and 56 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.03% more ownership

Funds ownership: 45.26%45.29% (+0.03%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

14% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 457

Holders
1,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$7.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NLP
501
Next Level Private
New York
$1.05M
MIA
502
MainStreet Investment Advisors
Illinois
$1.04M
BHWM
503
Bar Harbor Wealth Management
New Hampshire
$1.04M
CTC
504
Central Trust Company
Missouri
$1.04M
ACP
505
Argyle Capital Partners
California
$1.04M
SS
506
Sunbelt Securities
Texas
$1.04M
APWA
507
Atlas Private Wealth Advisors
New Jersey
$1.04M
BFA
508
Beacon Financial Advisory
Ohio
$1.04M
GPA
509
Guerra Pan Advisors
New Jersey
$1.03M
WSFS
510
Wilmington Savings Fund Society
Delaware
$1.03M
FBB
511
Fulton Breakefield Broenniman
Maryland
$1.03M
WFA
512
Wellspring Financial Advisors
Ohio
$1.03M
KCM
513
Kanawha Capital Management
Virginia
$1.03M
CFO
514
CVA Family Office
Colorado
$1.02M
OHWP
515
Oak Harbor Wealth Partners
North Carolina
$1.02M
AWM
516
Aprio Wealth Management
Georgia
$1.02M
SSWM
517
Sheets Smith Wealth Management
North Carolina
$1.02M
SNBOSD
518
Security National Bank of So Dak
Iowa
$1.01M
GAM
519
Gould Asset Management
California
$1.01M
UCB
520
United Community Bank
South Carolina
$1.01M
CW
521
Code Waechter
Florida
$1M
PFA
522
Pathway Financial Advisers
Indiana
$1M
IB
523
Intrust Bank
Kansas
$997K
RCA
524
Resonant Capital Advisors
Wisconsin
$995K
SWM
525
Sculati Wealth Management
Michigan
$994K