DVY icon

iShares Select Dividend ETF

1,296 hedge funds and large institutions have $9.13B invested in iShares Select Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 395 increasing their positions, 459 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,296
Holders Change
-19
Holders Change %
-1.44%
% of All Funds
17.6%
Holding in Top 10
38
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.75%
% of All Funds
0.52%
New
80
Increased
395
Reduced
459
Closed
71
Calls
$147M
Puts
$5.27M
Net Calls
+$142M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTC
576
Farmers & Merchants Trust Company
California
$837K
SS
577
Sunbelt Securities
Texas
$836K -$1.35M -10,061 -62%
WAL
578
W Advisors LLC
Tennessee
$834K
AP
579
Appleton Partners
Massachusetts
$830K
USCWA
580
U.S. Capital Wealth Advisors
Texas
$828K +$90K +670 +12%
DFG
581
Dupree Financial Group
Kentucky
$825K -$31.6K -235 -4%
LNB
582
Ledyard National Bank
$823K -$31.6K -235 -4%
TWA
583
Trace Wealth Advisors
California
$822K
WF
584
Warner Financial
Maryland
$822K +$1.34K +10 +0.2%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$819K -$394K -2,933 -32%
WA
586
WealthTrust Axiom
Pennsylvania
$818K
QC
587
Quadrature Capital
United Kingdom
$818K +$818K +6,087 New
FA
588
Fagan Associates
New York
$817K +$537 +4 +0.1%
AI
589
Atria Investments
North Carolina
$811K -$4.11M -30,641 -84%
DIP
590
DT Investment Partners
Pennsylvania
$806K
TA
591
TruWealth Advisors
Louisiana
$804K +$1.34K +10 +0.2%
RPWA
592
Regent Peak Wealth Advisors
Georgia
$797K -$278K -2,073 -26%
BCWM
593
Bartlett & Co Wealth Management
Ohio
$796K -$191K -1,425 -19%
LBC
594
Lowe Brockenbrough & Co
Virginia
$790K
Financial Engines Advisors
595
Financial Engines Advisors
California
$785K +$55.6K +414 +8%
MC
596
Moors & Cabot
Massachusetts
$784K -$26.3K -196 -3%
CIA
597
Choate Investment Advisors
Massachusetts
$782K -$57.7K -430 -7%
CWM
598
Cornerstone Wealth Management
Missouri
$780K +$38.8K +289 +5%
TYCC
599
Texas Yale Capital Corp
Florida
$778K
RWA
600
River Wealth Advisors
Pennsylvania
$770K -$7.25K -54 -0.9%