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 %
GLA
626
Good Life Advisors
Pennsylvania
$687K -$9.4K -70 -1%
DWP
627
Daymark Wealth Partners
Ohio
$684K -$16.1K -120 -2%
GS
628
GWN Securities
Florida
$681K +$381K +2,836 +127%
AFP
629
Ausdal Financial Partners
Iowa
$679K +$26.9K +200 +4%
TAM
630
TCP Asset Management
Ohio
$679K +$806 +6 +0.1%
JHCP
631
Jackson Hole Capital Partners
Oklahoma
$677K
KWM
632
KFG Wealth Management
Indiana
$677K -$8.06K -60 -1%
JWS
633
Juncture Wealth Strategies
Arizona
$677K -$14.6K -109 -2%
CD
634
Chapin Davis
Maryland
$677K -$148K -1,100 -18%
CPW
635
Cove Private Wealth
New York
$675K +$403K +3,000 +148%
LPAM
636
Lodestar Private Asset Management
California
$675K -$3.76K -28 -0.6%
GI
637
GAMCO Investors
Connecticut
$671K
GSB
638
Greenfield Savings Bank
Massachusetts
$671K
GT
639
Greenleaf Trust
Michigan
$669K -$17.5K -130 -3%
NEPWA
640
New England Private Wealth Advisors
Massachusetts
$666K +$80.3K +598 +14%
MOS
641
MGO One Seven
Ohio
$665K +$665K +4,955 New
EWM
642
Evermay Wealth Management
Virginia
$659K -$8.19K -61 -1%
WIM
643
Warwick Investment Management
Texas
$657K +$657K +4,895 New
IP
644
Ignite Planners
California
$655K +$655K +5,112 New
CA
645
CapWealth Advisors
Tennessee
$652K -$3.36K -25 -0.5%
NFTC
646
North Forty Two & Co
Oregon
$648K +$80.6K +600 +14%
MBT
647
Montecito Bank & Trust
California
$646K
HIP
648
HUB Investment Partners
Texas
$643K -$40K -298 -6%
CAG
649
Crestwood Advisors Group
Massachusetts
$640K
MKA
650
M. Kulyk & Associates
Georgia
$640K -$56.4K -420 -8%