DVY icon

iShares Select Dividend ETF

1,291 hedge funds and large institutions have $9.47B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 388 increasing their positions, 455 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:

0.11% less ownership

Funds ownership: 45.25%45.14% (-0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 455

Holders
1,291
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
526
Venturi Wealth Management
Texas
$979K
SFM
527
Signet Financial Management
New Jersey
$977K
CWG
528
Cornerstone Wealth Group
North Carolina
$972K
HA
529
Helium Advisors
Washington
$968K
MFG
530
Merit Financial Group
Georgia
$961K
LWM
531
Lakeridge Wealth Management
Ohio
$946K
CIAS
532
CBIZ Investment Advisory Services
Ohio
$945K
SSWM
533
Strait & Sound Wealth Management
California
$945K
CNBTD
534
Citizens National Bank Trust Department
Mississippi
$943K
CAAS
535
Capital Asset Advisory Services
Michigan
$943K
WA
536
WealthTrust Axiom
Pennsylvania
$934K
WPW
537
Waldron Private Wealth
Pennsylvania
$933K
AWM
538
Avior Wealth Management
Nebraska
$933K
TNB
539
Thomasville National Bank
Georgia
$930K
ST
540
Sageworth Trust
Pennsylvania
$929K
EB
541
Eastern Bank
Massachusetts
$927K
JWM
542
Jupiter Wealth Management
Colorado
$923K
ITIM
543
Indiana Trust & Investment Management
Indiana
$916K
CGPCS
544
Capital Group Private Client Services
California
$911K
WDG
545
Wealth Dimensions Group
Ohio
$904K
TA
546
TruWealth Advisors
Louisiana
$904K
AWM
547
Able Wealth Management
New Jersey
$903K
RBFC
548
Roman Butler Fullerton & Co
Missouri
$899K
AL
549
Aspiriant LLC
California
$888K
DQRIM
550
Dale Q Rice Investment Management
Washington
$887K