We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

1,379 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 467 increasing their positions, 376 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $109M | Put options by funds: $10.2M

231% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 45

24% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 376

6% more capital invested

Capital invested by funds: $9.5B → $10.1B (+$591M)

6% more funds holding

Funds holding: 1,3051,379 (+74)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.76% more ownership

Funds ownership: 45.31%47.06% (+1.8%)

Holders
1,379
Holders Change
+74
Holders Change %
+5.67%
% of All Funds
16.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
149
Increased
467
Reduced
376
Closed
45
Calls
$109M
Puts
$10.2M
Net Calls
+$98.6M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
Strategies Wealth Advisors
Michigan
$672K +$7.63K +54 +1%
DP
677
Dearborn Partners
Illinois
$672K +$49.4K +350 +8%
PGA
678
Portland Global Advisors
Maine
$670K
MWM
679
MGB Wealth Management
Texas
$670K +$1.98K +14 +0.3%
OPAM
680
Ocean Park Asset Management
California
$669K -$46.5K -329 -6%
CAG
681
Crestwood Advisors Group
Massachusetts
$669K -$4.24K -30 -0.6%
WIM
682
Warwick Investment Management
Texas
$665K -$19.6K -139 -3%
WAM
683
Weatherly Asset Management
California
$663K
LWM
684
Lakeridge Wealth Management
Ohio
$662K -$278K -1,970 -30%
SWM
685
Selective Wealth Management
Virginia
$661K +$4.24K +30 +0.7%
PIA
686
Pinion Investment Advisors
Kansas
$660K +$661K +4,679 New
HA
687
Hyposwiss Advisors
$660K +$660K +4,675 New
EWM
688
Evermay Wealth Management
Virginia
$660K
BCWM
689
Bartlett & Co Wealth Management
Ohio
$653K
SWM
690
Shrier Wealth Management
California
$652K +$652K +4,618 New
JIP
691
Jaffetilchin Investment Partners
Florida
$652K +$84.8K +600 +15%
GT
692
Greenleaf Trust
Michigan
$651K -$53K -375 -8%
TPA
693
Trivium Point Advisory
Connecticut
$648K -$90.1K -638 -12%
BBHC
694
Brown Brothers Harriman & Co
New York
$647K -$14.1K -100 -2%
BPC
695
Bearing Point Capital
Minnesota
$647K +$648K +4,585 New
Thrivent Financial for Lutherans
696
Thrivent Financial for Lutherans
Minnesota
$647K -$19.5K -138 -3%
KWS
697
Keystone Wealth Services
California
$645K -$9.32K -66 -1%
SWM
698
Spire Wealth Management
Virginia
$644K +$14.1K +100 +2%
COI
699
Connable Office Inc
Michigan
$643K
SCTC
700
Sanibel Captiva Trust Company
Florida
$642K